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 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 More