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 MoreProfile update screen
This screen opens in “view” mode, but you can switch it to edit mode by clicking the “Change” button. In edit mode, as long as you have not made changes, you can leave the screen by clicking the door icon…
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 MoreEmail address verification
The email verification process is required in order to create an organization or to join an organization. In this process, a message is sent to the email address of whoever is required to perform the verification. The text of the…
Read MoreReset password
How do you start a password-reset process? The password-reset process can begin from several places: The user themselves activates this process from the system's login window [Login], when not connected to it The user themselves activates this process from the…
Read MoreInviting a user to join the organization
This process is used to invite a person to the organization. You can start the process from the "users" list screen – by adding a user to the system. When the invitation is performed as above, a message will be…
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