Main application

Content list

• How to register on platform?
  • Personal account registration
  • Company account registration
• User profile
• Settings page
  • How to create your signature?
  • How to create your initials?
  • How to create a personal account?
  • How to create a company account?
  • How to update your password?
  • How to upload a user icon?
• Invites page
• Forwarding page
• Danger zone page
  • What happens with user data after deleting a user profile?
• Platform dashboard
  • Envelope counters & filtering
  • Quick send
    • How to fill fields by Sender role on Quick-send editor?
    • How to import embedded PDF fields?
  • Templates section
  • Recently used templates
  • Activity log
• Listing page
  • Envelope management on mailbox
    • Signing envelopes with QES and Signature
    • 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
    • How to add an envelope to a chain?
    • How to remove an envelopes from a chain?
    • How to see envelopes in a chain?
    • What permissions are required to chain envelopes?
• Envelope
  • Envelope creation
  • Envelope management
    • Envelope list display configuration
    • Envelope list settings
  • 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
    • Notification resend from envelope
    • Notification resend from envelope list
  • Accept invitation to the envelope
    • Accept an envelope as registered and logged in user
    • Accept an envelope as registered and logged out user
    • Accept an envelope as a not registered user
  • Envelope processing without authorization
    • How to process a received envelope without registration?
  • Envelope sending without authorization
    • How to generate an envelope initiation link?
    • How to send an envelope without registration?
    • How to send an envelope without authorization as a registered user?
  • External Document
    • How to upload an external document
    • How to upload an external document with embedded fields
    • External document signing process
    • How to add an e-ink signature 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
  • Envelope signatures
  • Envelope approval process
    • How to send an envelope for approval
  • Envelope delegation process
    • How to send envelope for delegation
    • How to configure automatic incoming envelopes delegation
    • How to restrict envelope delegation
  • Envelope callbacks
    • Create callback
    • List callbacks
    • Delete callback
    • Create a callback record
    • Retrieve list of callbacks
    • Delete a callback
      • Simple callback example
  • Envelope fields
    • Text
• Template
  • Template management
    • What is a template?
      • How to create template?
      • How to edit template?
      • Template properties
        • Envelope archive files configuration
          • How to add envelope archive files configuration?
          • How to edit envelope archive files configuration?
          • How to delete envelope archive files configuration?
        • Subject autoformat
          • How to configure subject autoformat?
    • What is envelope processing flow
      • Role configuration interface
      • Assignee role
      • Signer role
      • Approver role
      • CC role
      • AUTO flow
      • MANUAL flow
      • Serial-parallel flow
    • Document management
      • Structured documents
        • What is a structured document
        • How to add a structured document?
        • How to clone a structured document
        • How to delete a structured document
          • Links inside document
          • Images inside document
            • How to add an image to the document
            • How to edit image properties
            • How to remove an image from the document
            • Image size restrictions
          • Static tables inside document
            • How to create static a static table
            • What can you do with tables?
              • Table context menu options
                • Manage columns/rows
                • Adjust borders visibility
                • Vertical align of content inside cell
                • Delete table
      • External documents
        • What is an external document
        • How to add an external document to template
        • How to clone an external document
        • How to delete an external document
      • PDF documents
        • What is a PDF document
        • How to add a PDF document to template
        • How to add a PDF document with embedded fields
        • How to clone a PDF document
        • How to delete a PDF document
      • Dynamic fields
        • Text cursor method
        • Drag & drop method
        • Sticky fields method
          • Text field
            • How to add text field to the document
          • Number field
            • How to add number field to the document
          • Currency field
            • How to add currency field to the document
          • Date and time field
            • How to add date and time field to the document
          • Choice field
            • How to add choice field to the document
          • Checkbox field
            • How to add checkbox field to the document
          • Dropdown field
            • How to add dropdown field to the document
          • Dictionary field
            • How to add dictionary field to the document
          • Lookup field
            • How to add lookup field to the document
          • A/B field
            • How to add A/B field to the document
          • File field
            • How to add file field to the document
            • How to fill a file field in the envelope
          • Table field
            • How to add table field to the document
            • How to fill a table field in the envelope
          • Duplicate field
            • How to add duplicate field to the document
          • Formula field
            • How to add formula field to the document
          • Autonumber field
            • How to add autonumber field to the document
          • QR/barcode field
            • How to add QR/barcode field to the document
          • QES field
            • How to add a QES field to the document
              • Electronic signature on envelope
                • How to sign a document?
                • How to sign all documents in envelope?
                • How to download signed documents?
                • How to check signatures validity?
                  • How to read an advanced electronic signature?
                  • How to read a qualified electronic signature?
                  • How to read an electronic signature using a bluetooth token?
                  • QES with specified TIN
                  • Common signature errors and solutions
                  • How to sign a 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
          • PAdES field
            • How to add PAdES field to the document
          • Signature field
            • How to add signature field to the document
            • How to fill a signature field in the envelope
          • Initials field
            • How to add initials field to the document
            • How to fill an initials field in the envelope
  • Template access
    • How to share template with mailbox or mailboxes group
    • Additional sharing access configurations
  • Template list page
    • What is a template list page
    • How template looks like
• Access level
• 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
• Approve
  • Approve management
    • How to approve or reject several approvals
• Dictionaries
  • Dictionary creation
  • Record editing
  • Records filtration
  • Dictionary deletion
  • Dictionary import
    • Import configuration adjustment
    • Import logic depends on configuration
  • Dictionary export
  • Dictionary field behavior after dictionary or dictionary column deletion
• External links
  • Where to find external links?