The 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 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 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 MoreBasic form permissions management dialog box
This dialog window allows setting permissions for the records created from the form: All system users – the records created from this form will be visible to all system users Only the owner – only the person who created 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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