Main application¶
Content list
- How to register on platform?
- User profile
- Settings page
- Invites page
- Forwarding page
- Danger zone page
- Platform dashboard
- Mailbox page
- Envelope
- Envelope creation
- Envelope management
- Invitation to the envelope by email
- Invite participant to envelope by email from the draft page
- States of the envelope with invitation
- Participants which could be invited to an envelope
- “Default mailbox” function
- How to accept invitation and send envelope without authorization (for guests)
- How to accept invitation and send envelope without authorization for registered users
- Accept invitation to the envelope
- Envelope processing without authorization
- Envelope sending without authorization
- External document
- Envelope signatures
- Envelope sharing process
- Envelope approval process
- Envelope delegation process
- Envelope commenting process
- Resending envelope notifications process
- Envelope callbacks
- Envelope fields
- Template
- Template management
- What is a template?
- What is envelope processing flow
- Document management
- Structured documents
- External documents
- PDF documents
- Dynamic fields
- Text cursor method
- Drag & drop method
- Sticky fields method
- Text field
- Number field
- Currency field
- Date and time field
- Choice field
- Checkbox field
- Dropdown field
- Dictionary field
- Lookup field
- A/B field
- File field
- Table field
- Duplicate field
- Formula field
- Autonumber field
- QR/barcode field
- QES field
- PAdES field
- Signature field
- Initials field
- Template access
- Template list page
- Template management
- Access level
- Scenario
- Scenario list and scenario concept
- How to manage scenarios
- How to create a scenario
- How to configure a scenario step
- How to edit scenario?
- How to edit a scenario step
- How to clone a scenario
- How to delete a scenario
- What is option send envelope immediately after step run
- What is condition and how to use it
- Simple condition
- One to Many condition
- Attachment re-use
- Run scenario from integration
- How to run scenario
- How to manage scenarios
- Scenario list and scenario concept
- Approval page
- Dictionaries
- External links