Envelope creation

Create an envelope from Mailbox, the dashboard, a template, or an existing envelope.

Create from Mailbox

1. Open Mailbox.

2. Click .

Create from the dashboard

1. Open the dashboard.

2. Click .

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Use Quicksend to create an envelope from uploaded files. See Quicksend.

Create from a template

1. Open a template card on the dashboard, or a template in the templates list.

2. Click the template card to start an envelope draft.

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Create from the template editor

1. Open a template in the editor.

2. Click .

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Create by cloning an envelope

1. Open an existing envelope.

2. Click .

You won’t see if:

• your mailbox has no access to the source template

• the envelope was created via Quicksend

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Next steps in the draft

After creation, the envelope opens as a draft.

1. Fill in roles for the envelope flow.

2. Use I am assignee/approver/signer to assign yourself to a role.

3. After you fill all required fields, send the envelope to the next participant.

Click to view the screenshot...

Save a draft

Use to save and send later.

is not available for Quicksend envelopes.

After the first save, the draft auto-saves on every change.

The save icon next to shows the current save status.

Auto-save is also used for envelopes in Waiting for you status.