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 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 MoreMy organization screen
This screen opens in “view” mode, but you can switch it to edit mode by clicking the “Edit” button. In edit mode, as long as you have not made changes, you can leave the screen by clicking the door icon…
Read MoreSending a document for electronic signing
Below is an explanation of the various parameters that can be updated for each document and its electronic signatures Send signed documents to an email address Each time a document sent for signing is signed, the signed document will be…
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 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…
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