Rules for “placeholders” for fields and signatures in Word documents
You must adhere to these rules when adding "placeholders" manually (for fields and for signatures), without the Word add-in Placeholders for the form fields For every field in the digital form linked to the template document in Word (except special…
Read MoreRegistering for the system
To connect to the system, navigate to the "Plans page", choose the appropriate plan there (Free, Micro business, Medium business, or Large business), and click the registration button at the bottom of the plan you chose On the registration page,…
Read MoreThe form types that can be created in the system – by their use
The system allows creating digital forms for 4 different purposes. Below is the similar and the different in the processes of creating forms for the various uses A form type for an electronic-signing process This form type will be used…
Read MoreSetting up a form type for integration only, without display
What is "integration", and which form type is this about? The DocsRobot system allows integration with other systems of the organization, in a way that allows giving them capabilities that complement them or are missing in them, among them: The…
Read MoreThe records (the information items)
A record is an "information item" of a certain type determined by its form type. A record can (but does not have to) form the basis for a Word document, a PDF document, and/or an electronic-signing process Why do you…
Read MoreElectronic forms
What are the forms? For everyone who uses the system, the forms are the place where you enter the data of a new record, the place where you edit the data of an existing record, or the place where you…
Read MoreTemplate documents
What are template documents? Template documents are: Word documents used as the basis for the document-creation action by the document generator in the system, with or without electronic signing: Completely regular Word documents, in which parts of "variable text" were…
Read MoreAbout the system – a short explanation of the system and its main usage benefits
When you are the one who does almost everything in your business, the load on you hurts the results You do everything – sell, purchase, market, maintain, recruit, repair, manage others, cook... everything! 10% of this brings money to the…
Read MoreThe form-types bar on the main screen
The bar appears automatically on the system's main screen [for more about the main screen – see here] The bar can appear "Expanded" or "Collapsed". You can switch between the modes using the toggle in its top-left corner. The actions…
Read MoreProfile update screen
This screen opens in “view” mode, but you can switch it to edit mode by clicking the “Change” button. In edit mode, as long as you have not made changes, you can leave the screen by clicking the door icon…
Read MoreSettings screen
This screen opens in “view” mode, but you can switch it to edit mode by clicking the “Change” button. In edit mode, as long as you have not made changes, you can leave the screen by clicking the door icon…
Read MoreThe main menu for system administrators
System administrators see a main menu from which the following actions can be performed: Update the registered organization's data and its various preferences from the "Organization" screen [see here] View the organization's licensing data, renew a subscription, and perform additional…
Read MoreMy organization screen
This screen opens in “view” mode, but you can switch it to edit mode by clicking the “Edit” button. In edit mode, as long as you have not made changes, you can leave the screen by clicking the door icon…
Read More“My account” screen
This screen is always displayed in “view” mode, and displays all the data of the organization’s “licensing” [its “subscription”] – expiration date, monthly cost broken down into the various components, etc. This screen is still under construction, and will change…
Read MoreUser-details editing screen
This screen opens in “edit” mode. In this mode, as long as you have not made changes, you can leave the screen by clicking the door icon [the “Save changes” and “Cancel changes” buttons will not be active]. If you…
Read MoreThe users list screen
This screen is loaded with a collection of “cards” for the organization’s users. The screen allows searching for a specific user, editing users, deleting them, and adding new ones [all within the license limits according to the “Maximum usage licenses”…
Read MoreSending a document for electronic signing
Below is an explanation of the various parameters that can be updated for each document and its electronic signatures Send signed documents to an email address Each time a document sent for signing is signed, the signed document will be…
Read MoreThe forms list screen
The “forms” are the heart of the system – through each of them you can create “records” of the same “type” [having an identical structure and different data], and once you also connect a “template document” [or a “collection” of…
Read MoreThe form builder screen
A reminder - what are forms? The “forms” are the heart of the system – through each of them you can create “records” of the same “type” [having an identical structure and different data], and once you also connect a…
Read MoreThe document-collections list screen
Document collections - a reminder Document collections allow system users to generate Word/PDF documents from information records with a single button click, and if needed, also send these documents for electronic signing. This capability is based on the fact that…
Read MoreRecord editing/display screen
What are records? A reminder Records are the place where the system saves the information you manage, whether you generate a document from it and/or sign it, or not. Each record has a form type from which it is created,…
Read MoreThe records table on the main screen
What is displayed in the table? Well, it depends… The system allows system administrators to determine that certain form types, and/or certain categories, have something called "information views" (see here an explanation of the topic) - a setting of the…
Read MoreThe main screen
The main screen is intended to allow creating records, producing documents from these records, sending documents for electronic signing, locating records by means of a filter, creating reports, navigating to system-administration actions, and more - all according to the organization's…
Read MoreFile-creation and signing actions
About the actions These actions are accessible from the icons on the left in each row of the records table on the main screen, as well as from buttons that appear in the record editing/viewing screen, but they can be…
Read MoreSending a document for electronic signing
About the process The electronic-signing request process is activated by clicking an appropriate button/icon from one of two places – from the records table on the main screen, or from the record editing/viewing screen. When the process begins – a…
Read MoreEmail address verification
The email verification process is required in order to create an organization or to join an organization. In this process, a message is sent to the email address of whoever is required to perform the verification. The text of the…
Read MoreReset password
How do you start a password-reset process? The password-reset process can begin from several places: The user themselves activates this process from the system's login window [Login], when not connected to it The user themselves activates this process from the…
Read MoreInviting a user to join the organization
This process is used to invite a person to the organization. You can start the process from the "users" list screen – by adding a user to the system. When the invitation is performed as above, a message will be…
Read MoreDialog box – selecting a form type for a new record
This dialog window is displayed when you try to create a new record while the “Every form type” option is selected in the form-types bar. This dialog window asks you to choose a form type from which the new record…
Read MoreDocument editing/adding dialog box
This dialog window is displayed when you want to add a “template document” to an existing document collection. This action is useful only when you want to generate several documents simultaneously from a single record; otherwise, there is no need…
Read MoreBasic form permissions management dialog box
This dialog window allows setting permissions for the records created from the form: All system users – the records created from this form will be visible to all system users Only the owner – only the person who created the…
Read MoreDocument-collection selection dialog box for a form
This dialog box allows selecting a document collection to link to the form. In most cases – such a collection will contain only one template document, but sometimes it can contain several different template documents (this is why it is…
Read MoreDialog box – selecting a background for a form
This dialog window allows selecting a background for the form. A background can consist of a color combination only, or a color combination together with a background image. The selected background will affect the form itself in its design view,…
Read MoreDialog window – value list of a list-type control
About the dialog window This dialog window allows editing a “value list” for list-type controls [drop-down list, multi-select list, single-select list] If the list opened empty, click inside the text box , and type the value you want to add.…
Read MoreInformation-table editing dialog box in a form
The table editor The table editor is like a “mini form” – you can place controls on it like on a regular form, move them and change their size, but all this under one limitation, that each such control must…
Read MoreSigning by a recipient
This article describes the process of signing a document, which a recipient to whom a signing request was sent goes through. If you want to learn about the ways to initiate the signing process – see this article. For general…
Read MoreDialog box – adding or editing a role
This dialog window is displayed when you want to add (or edit) a “role” in the system. “Roles” allow determining who in the organization is permitted to perform a variety of actions with the information stored in the system –…
Read MoreDialog box – adding or editing a background
This dialog window is displayed when you want to add (or edit) a “background” in the system. Every “background” is a combination of a set of colors for the input controls with a background image or background color for the…
Read MoreThe backgrounds list screen
“Background” is defined as a combination of a set of colors (for the input controls), with a background image or background color for the page itself. Backgrounds are used to determine two things: how the editing/reading screens of records of…
Read MoreThe color-packages list screen
“Color packages” serve as the basis for the “backgrounds” managed in the system. In the color packages we define a set of colors for the input controls that will appear in the editing/reading screens of records of the various types,…
Read MoreDialog box – adding or editing a color package
This dialog window is displayed when you want to add (or edit) a “background” in the system. Every “background” is a combination of a set of colors for the input controls with a background image or background color for the…
Read MoreThe roles list screen
This screen displays the list of roles in the system, so that you can: add a role, edit a role, or delete a role. The actions of adding or editing a role lead to the “role editor” screen [see here].…
Read More