The 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 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 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 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…
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