File-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…
Read MoreSending a document for electronic signing
About the process The electronic-signing request process is activated by clicking an appropriate button/icon from one of two places – from the records table on the main screen, or from the record editing/viewing screen. When the process begins – a…
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 MoreSigning by a recipient
This article describes the process of signing a document, which a recipient to whom a signing request was sent goes through. If you want to learn about the ways to initiate the signing process – see this article. For general…
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