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This guide explains how to create envelopes, both from scratch and from templates. In this guide, we will walk you through step-by-step instructions on two primary methods of envelope creation: starting from scratch and utilizing templates. After this guide you will be able to tailor envelopes to your specific needs, ensuring that each document meets your organization's requirement.
Create a new Envelope
Create a new envelope From Scratch:
New envelope from scratch options
Figure | Description |
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![](/download/attachments/224004604/image-2024-2-20_14-50-35.png?version=1&modificationDate=1708437036216&api=v2) | - From Scratch tab
- The name of the envelope. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
- The subject of the mail sent to the signer. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
- The body of the mail sent to the signer. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
- If this option is selected a reminder will be sent to the signer.
- The number of days before envelope expiration. It's automatically populated with the default value stored in application setting configuration, but can be modified by the user.
- If this option is selected, you'll see the preview of the prepared envelope before the sending.
- The signature type of the signature fields in documents.
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Figure | Description |
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![](/download/attachments/224004604/image-2024-2-20_14-58-25.png?version=1&modificationDate=1708437506036&api=v2) | - 'Send Reminder' is enabled
- The number of days after which the reminder will be sent
- The number of days during which the reminder will be sent
- The number of days before envelope expiration when a warning is send to signers.
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After the envelope creation you can change all options
Figure | Description |
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![](/download/attachments/224004604/image-2024-2-20_15-4-16.png?version=1&modificationDate=1708437858961&api=v2) | - Envelope configuration.
- Envelope files management.
- Envelope recipient management.
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Create a new envelope From Template:
New envelope from template options
Figure | Description |
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![](/download/attachments/224004604/image-2024-2-20_15-7-38.png?version=1&modificationDate=1708438060732&api=v2) | - From Template tab
- List of your eSAW templates
- Click the 'Use' button to select the template to use
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After the envelope creation, you will be redirected to the envelope detail
Figure | Description |
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![](/download/attachments/224004604/image-2024-2-20_15-17-41.png?version=1&modificationDate=1708438661669&api=v2) | - Envelope configuration.
- Envelope recipient management.
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