The 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 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…
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