How to Accept and Open an Envelope (Registered User)

This document describes the process for a registered and authenticated user to accept and interact with an envelope, including opening the invitation and completing required actions.

Accept an envelope as a registered and logged-in user

1. Open the invitation email and follow the link.

2. On the invitation page, choose how to accept the envelope.

You can:

• select an existing mailbox, or

• create a new mailbox

You’ll be taken to that mailbox, and the envelope will open automatically.

If your email is assigned to multiple roles

If you have more than one role in the same envelope, you’ll see Apply mailbox to all roles in envelope (enabled by default).

• Leave it enabled to assign the selected mailbox to all roles.

• Disable it to assign different mailboxes per role.

When disabled, you’ll get a list of roles. For each role, pick a mailbox now or leave it for later.

Mailbox selection rules

The mailbox list shows only mailboxes you can access and have permission to fill/send envelopes from.

Creating a new mailbox

When you create a mailbox, the modal asks for:

• Account: You’ll see only accounts you can access and manage mailboxes in.

• Mailbox name