Welcome to platform documentation page¶
Content list
- How to work with platform
- Supported devices, browsers and screen resolutions
- Authorization
- Notification system
- Main application
- Contacts
- Dashboard
- Dictionary
- Envelope
- Envelope creation
- Envelope management
- Invitation to the envelope by email
- Invite participant to envelope by email from the draft page
- States of the envelope with invitation
- Participants which could be invited to an envelope
- “Default mailbox” function
- How to accept invitation and send envelope without authorization (for guests)
- How to accept invitation and send envelope without authorization for registered users
- Resend envelope invite and income envelope notifications
- Accept invitation to the envelope
- External Document
- Comments
- Signatures
- Envelope approval process
- Envelope delegation process
- Send envelope without authorization
- Fill or sign envelope as not registered user
- Envelope callbacks
- Listing page
- How to register on platform?
- User profile
- Settings tab
- Forwarding tab
- Danger zone tab
- Template
- Template management
- What is a template?
- What is envelope processing flow
- Document management
- Structured document
- External document
- PDF document
- Dynamic fields
- Text cursor method
- Drag & drop method
- Sticky fields method
- Text field
- Number field
- Currency field
- Date and time field
- Choice field
- Checkbox field
- Dropdown field
- Dictionary field
- Lookup field
- A/B field
- File field
- Table field
- Duplicate field
- QR/barcode field
- Autonumber field
- QES field
- How to add a QES field to the document
- Electronic signature on envelope
- How to sign the document
- How to sign all documents in envelope
- How to download the signed data
- How to check validity of the signatures
- Reading advanced electronic signature
- Reading qualified electronic signature
- Reading electronic signature using bluetooth device
- Electronic Signature with specified Taxpayer Identification Number
- Signature common errors and solutions
- How to sign document with SmartId
- Download or send to print the signed data
- Electronic mass signing of envelopes
- Electronic signature on envelope
- How to add a QES field to the document
- PAdES field
- Signature field
- Category management
- Template access
- Template list page
- Template management on the template list page
- Template management
- Scenario
- Scenario list and scenario concept
- How to manage scenarios
- How to create a scenario
- How to configure a scenario step
- How to edit scenario?
- How to edit a scenario step
- How to clone a scenario
- How to delete a scenario
- What is option send envelope immediately after step run
- What is condition and how to use it
- Simple condition
- One to Many condition
- Attachment re-use
- Run scenario from integration
- How to run scenario
- How to manage scenarios
- Scenario list and scenario concept
- External links
- Access level
- Approve
- Admin panel
- Admin Settings
- Users
- Roles
- Mailboxes
- Groups tab
- Integration
- Billing
- Permissions list
- Callbacks
- API
- API methods
- Authorization endpoints
- Template endpoints
- Envelope endpoints
- Audit trail endpoints
- Mailbox endpoints
- Account endpoints
- User/Profile endpoints
- Authorization
- Template creation
- Fill envelope
- Send envelope
- Upload attachment or external documents
- Get document(s) for sign
- Sign document(s) with QES
- Download envelope documents archive
- Get envelope audit trail
- Create audit trail record
- Export envelope audit trail PDF file
- Search mailbox
- Check envelope status
- Account corporate users
- Account domains
- Common API error codes
- Template structure
- Envelope Structure
- Dictionary
- Open API
- API methods
- Error codes knowledge base
- Server configuration information