The Envelope panel displays all envelopes available for secure deliveries via email. All types of envelopes are single-page PDF files with interactive form fields in which you can enter information related to the email package. You can also create a custom envelope template for secure deliveries.


Creating custom envelopes

You can create custom envelope templates that store specified security and signature schemes, and are displayed with the appearance you specify. First you need to prepare a PDF file to be used as an envelope. Then, you can add interactive form fields in which you can type information each time you apply the envelope. Alternatively, you can use the Add Text tool to do this as well.

  1. Do any of the following to open the Create Envelope dialog box:

    • Click Create.

    • Right-click anywhere on the Envelope panel and select Create from the menu.

    • Click Optionsand select Create from the menu.

  1. In the Create Envelope dialog box, give the envelope a name and then click Browse… to navigate to the PDF file intended to be used as the envelope. You can see how the envelope looks in the Preview

  2. In the Properties section, select a Security Scheme and a Signature Scheme from their respective drop-down menu and then click OK.


Use Options to manage envelopes

  • Apply. Choose this to open the selected envelope. Do any of the following:

    • Double-click an envelope.

    • Right-click on it and choose Apply from the menu.

    • Select an envelope, click Options and then choose Apply from the menu.

  • Edit. Choose this to make changes to the selected envelope in the Create Envelope dialog box. Do the following:

    • Right-click an envelope and choose Edit from the menu.

    • Select an envelope, click Options and then choose Edit from the menu.

  • Reduce/Enlarge Envelope Thumbnails. Choose to fit the thumbnail sizes for the panel.

  • Reset Envelope. Choose to restore the default envelopes by either replacing the current envelopes or appending system default envelopes to the current envelopes.