The form-types bar on the main screen
The bar appears automatically on the system's main screen [for more about the main screen – see here] The bar can appear "Expanded" or "Collapsed". You can switch between the modes using the toggle in its top-left corner. The actions…
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 MoreUser-details editing screen
This screen opens in “edit” mode. In this mode, as long as you have not made changes, you can leave the screen by clicking the door icon [the “Save changes” and “Cancel changes” buttons will not be active]. If you…
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 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 MoreDialog box – adding or editing a role
This dialog window is displayed when you want to add (or edit) a “role” in the system. “Roles” allow determining who in the organization is permitted to perform a variety of actions with the information stored in the system –…
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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