Simple Setup Envelopes

The Envelopes screen is the main hub for you to manage your documents, and assign signers or Jotblocks to documents. There are several sections to the main Envelope screen, and this topic provides an overview of the workspace section where you assign signers and drag any necessary Jotblocks to the document.

Workspace

When first accessing the Envelopes tab you are presented with an empty workspace that does not contain any documents. The workspace is the main section of the Envelopes tab, and shows a preview of the document you are currently working on.

Once a document is uploaded, either through the document manager or by dragging the file to the workspace, a preview of that file displays in the workspace area. You now have the following options available to you:

• Add Signer

• Add Jotblocks to Document

• Document Manager

• Review and Send Document