Template

Content list

• 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