Envelope

• Envelope creation
• Envelope management
• Invitation to the envelope by email
  • Invite participant to envelope by email from the draft page
  • Invite participant to envelope by email from the template management page
  • States of the envelope with invitation
  • Participants which could be invited to an envelope
  • Auto Deposit Function
• Resend envelope invite and income envelope notifications
  • User can resend envelope
• Accept invitation to the envelope
  • Accept envelope as already registered and logged in customer
  • Accept envelope as already registered and logged out customer
  • Accept envelope as not registered customer
• External Document
  • How to upload the external document?
  • External document signing process
  • How to add e-ink signature to external document?
  • How to add stamps to external document?
• Comments
  • How to toggle comments section
  • How to add comment
  • How to add a reply to a comment
  • How to edit comment
  • How to delete comment
  • How to resolve comment threads
  • How to reopen comment threads
• Signatures
• Envelope approval process
  • How to send envelope for approval
• Envelope delegation process
  • How to send envelope for delegation
  • How to configure automatic incoming envelopes delegation
  • How to restrict envelope delegation
• Send envelope without authorisation
  • Flow of the initiation envelope without authorisation
  • How to create share template link?
  • How to send envelope without authorisation (for guests)?
  • How to send envelope without authorisation (for registered users)?
• Fill or sign envelope as not registered user
  • How to process envelope if user is not registered?
• Envelope callbacks
  • Simple callback example
  • Create callback
  • List callbacks
  • Delete callback
  • Create a callback record
  • Retrieve list of callbacks
  • Delete a callback

Envelope is one or more documents (structured and external) with automatic or manual processing flow. Envelope is a tool that allows EDI process.