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 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 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 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 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 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…
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