The Recipients Page is used to define the general data of the envelope, and the signature workflow.
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The envelope section contains basic data valid for the entire envelope, such as the envelope name (visible in the eSignAnyWhere WebUI), or the team sharing configuration. Read more about team sharing in the chapter about Team Configuration.
In the envelope settings you can configure the notification settings and the agreement configuration. 
Additionally it is possible to configure the sealing certificate for the envelope. For more information please see Custom Sealing Certificate (since 23.49)
The agreement configuration is controlling if (and which) agreement texts are presented to signers and PKCS7 signers, after authentication in case an authentication method is configured. Please consider that agreement configurations are valid for signer activities only. In case of other activity types such as "Copy Recipient" or "Must View" activities, the acknowledge dialog is not displayed.
Please note: You can either use the organization agreement settings or configure a new agreement configuration for an envelope. Read Agreements Configuration about how to configure agreement texts on organization level.
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- PDF (by default)
- In SaaS, with optional Document Converter installed, also the following other formats which are then converted to PDF:
- Microsoft Office files from Microsoft Word, Microsoft Excel and Microsoft Powerpoint (.docx, .xlsx, .pptx)
- Microsoft Office files in legacy file format from Microsoft Word, Microsoft Excel and Microsoft Powerpoint (.doc, .xls, .ppt)
- Open Document Formats (.odt, .ods, .odp) → no longer supported
- Text Files (.txt, .xml, .md)
- Images (.tif, .png, .jpg, .gif, .jp2, .emf)
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- Advanced Document Tags, inserting interactive fields and assigning them to a recipient
Read more about Advanced Document Tags in the "Text Placeholders Story". - Sig-String placeholder notation, inserting signature fields but not assigning them directly
- AcroForm Fields contained in the PDF, including signature fields. Those are also detected but not assigned to a recipient directly.
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- entries from (personal) address book - see Settings - Address Book
- entries from organization-wide list of users
- recently used recipients
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Please note: If "Require view all content before form filling" is enabled the sequence mode will automatically switch to "sequence enforced". Consequently, enabling this setting will enforce the sequence of all tasks. |
Language
All active languages as defined in Settings-Localization can be selected as recipient language. See Localization Settings for more details. But note that a recipient's configured language in the account settings is considered, in case the recipient has a user account on the same instance (not necessarily within the same organization). The configured recipient language will be ignored in this case. Note: The user's interface language will be used (configured in account settings).
Personal Message
The text must be provided already in the language selected as "recipient language", otherwise the recipient will likely receive an email with some language mixture.
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The screen shows the field "Document Issuing Country", which is available as input field when the mode for disposable certificate was configured to use the "Lean Disposable Certificate", which is our recommendation. Note that the value "Nationality" will be requested, when using the (deprecated) classic disposable type instead. |
Parameters for SMS-OTP Signature
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- Document type
- Identity card
- Driver license
- Passport
- Residence permit
- National electronic identity card
- Temporary residence permit
- Embassy/Consulate personnel document
- Document number
- Document issued on
- Document issued by
- Document expiry date
- Identification Issuing Country
- Identification type
- Tax Code
- National unique number
- Passport
- Identity card
- Italian tax code
- Driving license
- Residence permit
- Temporary residence permit
- Embassy/Consulate personnel document
- AML Identification*
- Identification Number
- Mobile phone
- Country of residence
*All disposable document data fields
- Document Type
- Document Number
- Document Issued On
- Document Issued By
- Document Expiry Date and Document Issuing Country
are optional. However, if any one of the document fields is provided, then all of them must be completed, with the exception of Document Issued By, which remains optional in all cases.
Parameters for SMS-OTP Signature
Similar as for the SMS Authentication or the mobile phone number in the parameters for the Disposable Certificate, the phone number is automatically kept in sync with the recipient's primary phone number by default. When a different phone number should be used, select the toggle button labeled as "custom", and define a specific phone number for late authentication via SMS-OTP when performing an SMS-OTP signature.
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The meta data section is available only when its usage is allowed in Organization Settings (Section "Recipient Settings", Flag "Allow to set envelope meta data"). In addition, the Meta Data section will be hidden when a "Default redirect url before sending a draft" is defined in Settings-Organization. A custom page before sending is a customer specific integration, which can e.g. implement a dialog asking for metadata in a specific format showing a convenient UI, instead of just expecting the sender to define a free-hand XML or other desired specific format. |
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https://##domain##/AgentRedirect/index?draftid=##draftid##
iFrame
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The allowed URL for iFrame integration should only contain a specific base URL without any route. Sample:
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Valid URL: "http://www.example.com" |
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Invalid URL: "http://www.example.com/additional_route" |
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