Envelope creation

There are several ways to create an envelope:

  1. Create an envelope via Quick send button on the dashboard. More details on this can be found here

  2. By clicking “New envelope” button on the dashboard

../../../../../_images/createFromDashboard.png

  1. By clicking any template panel on the dashboard

../../../../../_images/createFromDashboardTemplate.png

  1. By clicking any template panel on the templates list page

../../../../../_images/createFromTemplates.png

  1. By clicking “Send” button in the template editor

../../../../../_images/createFromEditor.png

  1. By cloning existing envelope. Please note that if mailbox has no access to the template of origin or envelope is created via Quick-send, ‘Clone’ button will not be shown

../../../../../_images/createFromExisting.png

Envelope draft will be opened

pages/howToWorkWithPlatform/mainApplication/envelope/envelopeCreation/picEnvelopeCreation/envelopeFlow.png

From this page you will have to fill all roles that take part in envelope processing flow (unless they are predifined on the template level). Note that you can enable “I am assignee/approver/signer” attribute to predefine your own mailbox for specified role. After all mandatory fields will be filled you can send envelope to the next participant of the flow.