Settings 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 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 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 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].…
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