Template

• Template Management
  • What is a template?
    • How to create template?
    • How to edit template?
    • Template properties
  • 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 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 edition
          • 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
            • How to add text field to template
          • 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
          • Signature field
            • How to add signature field to template
            • Filling signature field
          • Checkbox field
            • Checkbox field addition to the document
            • Checkbox field in the envelope
          • Yes/No field
            • Yes/No field addition to the document
            • Yes/No field in 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
          • Autonumber Field
    • External Document
      • What is external document?
      • How to add an external document to template?
      • How to clone external document?
      • How to delete external document?
    • PDF Document
      • What is PDF document?
      • How to add a PDF document to template?
      • How to clone PDF document?
      • How to delete PDF document?
• 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