There are two ways how you can send a document. You either select it from your computer (upload), or you use a document you received from someone else and which is in your Inbox (forward).
Either action creates a new draft envelope with this document. You can stop your work on a draft envelope at any time, and resume later - you will find these in your Draft folder.
COMPOSING A NEW ENVELOPE
1. Click the green Compose button to start a process.
A new envelope window will appear:
2. Select the recipient.
As soon as you click in this field, a drop down menu will allow you to choose a company from your Contacts. You can also start typing the name to filter down the (big) list. If you want to send envelope to a new company you have to connect with them first.
3. Add document(s) to the envelope.
You can either upload files from your local drive (Upload new button) or choose some of the documents from your Inbox (Choose from inbox button).
You can also mix and match. To add documents from your Inbox just check the boxes before the documents and click the green Add to draft button.
4. Add document type
When you upload documents from your drive you will have to provide document type information (documents added from the Inbox already have these set, as their uploaded did it).
Click in the Document type field selector, and choose the correct type (you can start typing to filter down the list).
Some document types (like a B/L or a Certificate) have mandatory fields that you need to fill at this point (properties window will automatically open).
5. Add meta information in properties
System automatically knows which document types have mandatory fields, and will open a properties box for you to enter them. You can also open the properties window by clicking on the Properties button.
In the example below, user selects Master bill of lading and needs to provide two mandatory fields - the B/L document number, and in the Release agent (user chooses release agent from a list of connected companies).
At this stage issuer the document can also add additional information, like notify party. Provided email addresses will be notified of every ownership or state change of this document.
6. Extended meta information (tags) in properties
By clicking on the Tags tab, you can provide additional meta information about the document. Depending on the document type there might already be several predefined tags available, but you can always add your custom tags by just clicking in the field and start writing.
Tags are displayed on the Inbox screen, and provide quick information on documents in the envelope, without the need to open each envelope and document. Also you can use tags for filtering the display or for notification rules (also email notification triggering).
7. Right side information
In the colored sidebar you can see the live preview of the document, and its main properties such as file name, file type, document type, size.... and more importantly the price (in credits) and limits of the chosen document type (for example some B/L types allow only a limited number of hops (exchange of ownership of document).
8. Saving the document
Once you are satisfied with the properties of the document, click the green Save button to return to the envelope view.
You can repeat the process by uploading another document (but remember that you can upload multiple documents at the same time); or add additional document from another envelope in your inbox.
9. Completing the envelope
Once you have added all the documents you wanted to the envelope you have several actions available.
You can remove and add documents, you can change their properties, or you can even delete the draft. But also you can seal the envelope by pressing the Seal button.
Sealing process prepares the smart envelope for transfer. Actually at this step all documents are encrypted, we calculate their digital fingerprint (hash) and finally documents are moved to the decentralized storage (IPFS). Basically this is analogue to when you put the paper documents to the courier's envelope, seal it and write recipient's address on the face side.
Once envelope is sealed you can no longer add or remove documents from it.
You can however at any time delete it, or you can unseal it if you want to again change its content.