How to run a scenario

Once you have created a scenario, you can run it.

To run a scenario, open the scenario list and click the scenario.

Running the scenario creates a draft envelope from the first step in the steps list.

If you fill in the required data in the conversion rule of the first step, the envelope data is filled in automatically.

As soon as the envelope is filled in, you and all participants can perform the second step of the scenario.

Any participant can open the filled envelope and click the corresponding button in the lower-right corner.

The button name matches the step name in the scenario configuration.

If a participant rejects the envelope associated with the scenario, you can start the step again from the filled envelope from the previous step.