Structured document

Structured document is a document which you can fill in with static (simple text, tables, images and links) and dynamic data (fields). Static data does not change from envelope to envelope, when dynamic data can be modified.

Structured document is added by default within template creation action but you can easily add new structured documents to template.

How to add a structured document?

1. Open document management menu

2. Click on “Add new document” button

3. Select option “Structured” in menu

4. New structured document added to template. Now you can fill data, add fields, tables to document

How to delete a structured document?

1. Navigate to needed document

2. Expand the menu near the document and click Delete

3. Confirm deletion in pop-up window

How to clone a structured document?

1. Navigate to needed document

2. Expand the menu near the document and click Clone

Content list

• Links inside document
• Images inside document
  • How to add image to document?
  • Image properties in the document
  • How to delete image?
  • Restriction related to image sizes
• Static tables inside document
  • How to add static table to document?
  • What can you do with tables?
    • Table context menu options
      • Manage columns/rows
      • Adjust borders visibility
      • Vertical align of content inside cell
      • Delete table
• Fields
  • Text field
  • Number field
  • Currency Field
  • Date and time field
  • Dictionary field
    • Create Dictionary Field
    • Edit Dictionary Field
    • Dictionary Field in Envelope
  • Attachment Field
    • Attachment template field
    • Attachment envelope field
  • Table Field
    • Create Table Field
    • Fill the Table with fields
    • Edit Table Field properties
    • Edit Table field content
    • Fill table field as owner
  • Sign Field
    • Create Sign Field
    • Cancel Sign Field
    • Edit Sign Field
    • Fill Sign Field
  • Yes/No field
    • Yes, No field addition to the document
    • Yes, No field at the envelope
  • Lookup Field
    • Create Lookup Field
    • Edit Lookup Field
    • Lookup Field Template
    • Lookup Inside Table fields
    • Missing Column At Lookup Field
    • No Access To Dictionary
    • Disabled Lookup Field
    • Deleting Dictionary Field
    • Lookup Field in Envelope
  • EDS
    • Electronic signature on template
      • Electronic signature types
      • How to add signer role
      • Which actions we can do with signature roles?
      • Electronic signature addition to the document
      • Electronic signature removing from the document
      • General view of the electronic signature field and signer role
      • Common information related to signer roles
    • 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
      • How to download the signed data?
      • What are you downloading?
      • The signing document certificate
      • Printable version of the document
    • Electronic mass signing of envelopes
      • How to sign several envelopes at once
  • Duplicate Field
    • Create Duplicate Field
    • Edit Duplicate Field
    • Duplicate Field Template
    • Duplicate Inside Table-field
    • Disabled Duplicate Field
    • Deleting Duplicate Field
    • Duplicate Field in Envelope
  • Formula Field
    • Create Formula Field