Welcome to platform’s documentation!¶
- How to work with platform
- Devices and screen sizes for work with platform
- Screen size limits
- User messages
- Authorization
- Notification system
- Main application
- Contacts
- Dashboard
- Dictionary
- Create Dictionary
- Editing dictionary
- Add column
- Edit column
- Change column order
- Delete column
- Create empty record
- Edit record
- Delete record
- Filtering records
- Access level
- Edit dictionary name/description
- Delete dictionary
- Behaviour of dictionary field after deleting a dictionary column or a dictionary
- Envelope
- Envelope creation
- Envelope management
- Invitation to the envelope by email
- Resend envelope invite and income envelope notifications
- Accept invitation to the envelope
- External Document
- Comments
- Signatures
- Envelope approval process
- Envelope delegation process
- Send envelope without authorisation
- Fill or sign envelope as not registered user
- Envelope callbacks
- Envelope creation
- Listing page
- How to register on platform?
- User profile
- Template
- Template Management
- How to create, edit and manage template?
- What is processing flow and how to configure it
- Document management
- Structured document
- How to add a structured document?
- How to delete a structured document?
- How to clone a structured document?
- Links inside document
- Images inside document
- Static tables inside document
- Fields
- Text field
- Number field
- Currency Field
- Date and time field
- Dictionary field
- Attachment Field
- Table Field
- Sign Field
- Yes/No field
- Lookup Field
- EDS
- Electronic signature on template
- Electronic signature on envelope
- How to sign the document
- How to sign all documents in envelope
- How to download the signed data
- How to check validity of the signatures
- Reading advanced electronic signature
- Reading qualified electronic signature
- Reading electronic signature using bluetooth device
- Electronic Signature with specified Taxpayer Identification Number
- Signature common errors and solutions
- How to sign document with SmartId
- Download or send to print the signed data
- Electronic mass signing of envelopes
- Duplicate Field
- Formula Field
- Text field
- Links inside document
- External Document
- Structured document
- Category management
- Template Access
- Template list page
- Template management on the template list page
- Template Management
- Scenario
- External links
- Access level
- Approve
- Admin panel
- Admin Settings
- Users
- Behaviour of invite external user
- Behaviour of invite internal user
- Domain users
- How to manage already invited users?
- How to find or filter users on the list?
- Invite users to Account/Mailbox by email
- Add permissions to account
- Add permissions to mailbox
- Create one user
- How to authorized as corporate user?
- Create any quantity of users
- What is the content of the file?
- How to generate report by users?
- Behaviour of invite external user
- Roles
- Mailboxes
- Billing
- Integration
- Permissions list
- API
- API methods
- Authorization
- Check envelope status
- Get document(s) for sign
- Download ZIP
- Fill Envelope
- Send Envelope
- Search mailbox
- Sign document(s) with EDS
- Template creation
- Upload attachment or external documents
- Account corporate users
- Account domains
- Authorization endpoint
- How to send envelope (endpoints)
- Create template endpoint
- Search mailbox endpoint
- Upload attachment or external document endpoint
- Send envelope endpoint
- Check envelope status endpoint
- Get completed document for print endpoint
- Account endpoints
- User/Profile endpoints
- Authorization
- Common API error codes
- Template Structure
- Envelope Structure
- Dictionary
- Open API
- API methods
- Error codes knowledge base
- Server configuration information