In the example Send page shown above, the following customizations are displayed:
A. From the Workflow Info section:
○ The Workflow Name (GlobalCorp Service Contract <50K) at the top.
○ Instructions for the Sender (This workflow is used for contracts under 50K...).
B. From the Agreement Info section:
○ Custom Agreement Name (GlobalCorp Service Contract).
○ The Message (Please find attached the service contract...).
○ The completion deadline.
C. From the Recipients section:
○ The custom labels for the recipients (Signer and Counter Signer) and for the certified recipients (Legal team) display.
○ The email address is hidden when the sender is one of the signers, listing "Myself" instead.
○ The email addresses for the recipient group (Legal team). Preconfigured members are displayed. Optional additional recipients can be entered as indicated by the Enter recipient email text.
○ An uneditable CC'd party.
D. From the Documents section:
○ The name of the pre-attached contract (Service Contract) displays in the Documents area.
○ The name of the file that the sender must upload, the Referral Document, also displays with a link to solicit the file upload.
E. From the Sender Input Fields section:
○ The fields defined are displayed in the Fields area.
○ The default value is imported but editable.