Main application

• Contacts
  • Contact search and using
  • Contacts managment
• Dashboard
  • Dashboard overview
    • How to send external document using quick send functionality?
  • Recently used templates on dashboard
    • Open template creation form from dashboard
    • Open template list page from dashboard
    • Recently used templates displaying on dashboard
  • Activity log
• Dictionary
  • Create Dictionary
  • Editing dictionary
  • Add column
  • Edit column
  • Change column order
  • Delete column
  • Create empty record
  • Edit record
  • Delete record
  • Filtering records
  • Access level
  • Edit dictionary name/description
  • Delete dictionary
  • Behaviour of dictionary field after deleting a dictionary column or a dictionary
• Envelope
  • Envelope creation
  • Envelope management
  • Invitation to the envelope by email
    • Invite participant to envelope by email from the draft page
    • Invite participant to envelope by email from the template management page
    • States of the envelope with invitation
    • Participants which could be invited to an envelope
    • Auto Deposit Function
  • Resend envelope invite and income envelope notifications
    • User can resend envelope
  • Accept invitation to the envelope
    • Accept envelope as already registered and logged in customer
    • Accept envelope as already registered and logged out customer
    • Accept envelope as not registered customer
  • External Document
    • How to upload the external document?
    • External document signing process
    • How to add e-ink signature to external document?
    • How to add stamps to external document?
  • Comments
    • How to toggle comments section
    • How to add comment
    • How to add a reply to a comment
    • How to edit comment
    • How to delete comment
    • How to resolve comment threads
    • How to reopen comment threads
  • Signatures
  • Envelope approval process
    • How to send envelope for approval
  • Envelope delegation process
    • How to send envelope for delegation
  • Send envelope without authorisation
    • Flow of the initiation envelope without authorisation
    • How to create share template link?
    • How to send envelope without authorisation (for guests)?
    • How to send envelope without authorisation (for registered users)?
  • Fill or sign envelope as not registered user
    • How to process envelope if user is not registered?
  • Envelope callbacks
    • Simple callback example
    • Create callback
    • List callbacks
    • Delete callback
    • Create a callback record
    • Retrieve list of callbacks
    • Delete a callback
• Listing page
  • Defenition of the tabs on the listing page
  • What is label and how it works?
  • Filtration of the envelopes
  • Envelope management on mailbox
    • How to send several envelopes for approve
    • How to cancel several envelopes
  • How to generate report by envelopes?
    • File structure
    • Filter details structure
    • Report data structure
  • Envelope chains
    • Add envelope to chain
      • How to add envelopes into chain?
    • Remove envelope from chain
      • How to remove envelopes from chain?
    • List chain envelopes
      • List chain envelopes
    • Chain permissions
• How to register on platform?
  • Personal account registration
  • Company account registration
• User profile
  • Edit profile settings
  • Register personal account
  • Register company account
  • Ability for users upload logos/photos
  • Delete user profile
  • Creating and applying an electronic ink signature
    • Invitation managment
    • Behaviour of data after deleting a user profile
    • Ability for users upload logos/photos
      • How to add logo?
• Template
  • Template Management
    • How to create, edit and manage template?
      • How to create template?
      • How to edit template?
      • Right side bar menu “Template”
    • What is processing flow and how to configure it
      • Role configuration interface
      • Assignee role
      • Signer role
      • Approver role
      • CC role
      • AUTO flow
      • MANUAL flow
      • Serial-parallel flow
    • Document management
      • Structured document
        • How to add a structured document?
        • How to delete a structured document?
        • How to clone a structured document?
          • Links inside document
          • Images inside document
            • How to add image to document?
            • Image properties in the document
            • How to delete image?
            • Restriction related to image sizes
          • Static tables inside document
            • How to add static table to document?
            • What can you do with tables?
              • Table context menu options
                • Manage columns/rows
                • Adjust borders visibility
                • Vertical align of content inside cell
                • Delete table
          • Fields
            • Text field
            • Number field
            • Currency Field
            • Date and time field
            • Dictionary field
              • Create Dictionary Field
              • Edit Dictionary Field
              • Dictionary Field in Envelope
            • Attachment Field
              • Attachment template field
              • Attachment envelope field
            • Table Field
              • Create Table Field
              • Fill the Table with fields
              • Edit Table Field properties
              • Edit Table field content
              • Fill table field as owner
            • Sign Field
              • Create Sign Field
              • Cancel Sign Field
              • Edit Sign Field
              • Fill Sign Field
            • Yes/No field
              • Yes, No field addition to the document
              • Yes, No field at the envelope
            • Lookup Field
              • Create Lookup Field
              • Edit Lookup Field
              • Lookup Field Template
              • Lookup Inside Table fields
              • Missing Column At Lookup Field
              • No Access To Dictionary
              • Disabled Lookup Field
              • Deleting Dictionary Field
              • Lookup Field in Envelope
            • EDS
              • Electronic signature on template
                • Electronic signature types
                • How to add signer role
                • Which actions we can do with signature roles?
                • Electronic signature addition to the document
                • Electronic signature removing from the document
                • General view of the electronic signature field and signer role
                • Common information related to signer roles
              • 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
                • How to download the signed data?
                • What are you downloading?
                • The signing document certificate
                • Printable version of the document
              • Electronic mass signing of envelopes
                • How to sign several envelopes at once
            • Duplicate Field
              • Create Duplicate Field
              • Edit Duplicate Field
              • Duplicate Field Template
              • Duplicate Inside Table-field
              • Disabled Duplicate Field
              • Deleting Duplicate Field
              • Duplicate Field in Envelope
            • Formula Field
              • Create Formula Field
      • External Document
        • How to upload the external document?
        • How to delete external document from template?
        • How to clone external document from template?
  • Category management
  • Template Access
    • How to modify template access level
    • Additional sharing access configurations
  • Template list page
    • What is template list page?
    • How template looks like?
  • Template management on the template list page
• Scenario
  • How to manage scenario
    • How to create scenario?
    • How to configure particular step?
    • How to edit scenario?
    • How to edit scenario step?
    • How to clone scenario?
    • How to delete scenario?
    • What is option send envelope immediately after step run?
    • What is condition and how to use it?
    • Simple condition
    • One to Many condition
  • How to run scenario
  • Scenario list and scenario concept
• External links
  • Where to find external links?
• Access level
  • Mailbox access level
  • Account access level
  • Public access level
  • Official access level
• Approve
  • Approve management
    • How to approve or reject several approvals