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
- 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
- Settings tab
- Forwarding tab
- Danger zone tab
- Template
- Template Management
- What is a template?
- What is envelope processing flow
- Document management
- Structured document
- External Document
- PDF Document
- Dynamic fields
- Text cursor method
- Drag & drop method
- ‘Sticky fields’ method
- Text field
- Number field
- Currency field
- Date and time field
- Dropdown field
- Choice field
- A/B field
- Checkbox field
- File field
- Dictionary field
- Lookup field
- Table field
- Duplicate field
- Formula field
- Autonumber field
- QES field
- How to add QES field to the document
- 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
- Electronic signature on envelope
- How to add QES field to the document
- PAdES field
- Signature field
- 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
- Groups tab
- Billing
- Integration
- Permissions list