Document management

This section describes all functionality of document editor. Document editor page contain the following data:

1. Documents management menu allows to view, create, reorder and delete documents inside the template

2. Document zoom functionality allows to zoom documents inside template. Allowed options: Fit, 50%, 75%, 100%, 125%, 150%, 200%

3. Text heading allows to set the text heading inside document (paragraph, cell). Allowed options: Paragraph, Header H1, Header H2, Header H3, Header H4

4. Text font allows to set text font inside document (paragraph, cell). Allowed options: Arial, Calibri, Courier New, Gergia, Roboto, Tahoma, Times New Roman, Verdana

5. Text size allows to set text size inside document (paragraph, cell). Allowed options: Tiny, Small, Default, Big, Huge

6. Text styles allows to apply styles to text, paragraph or cell. B - bold text style, I - italic text style, underscored U - underlined text style, underscored A - colored text, paint icon - colored background

7. Text horizontal align allows to apply horizontal text align in paragraph or cell. Allowed options: align left, align center, align right, justify text

8. Add link allows to insert link with custom text to the document Link functionality documentation

9. Add image allows to add image to hte document Image functionality documentation

10. Add table allows to add static tables to the document. User is able to choose table columns and rows quantity. Max value is 10x10 Static table documentation

11. Add list allows to add list to the document. Allowed options: numbered list and bulleted list

12. Page break allows to set a mark after which new page will be started in the printed version of the document. In the digital version it is marked as a grey line

13. Split document allows to split document vertically on two equal parts. All content which has been added before applying split option will be added to the left part of the document

14. Document options allows to open context menu with document options. Allowed options: Clone, Delete, Page size, Page orientation

15. Right side bar menu allows to add dynamic fields, configure template details and template flow. Menu opens by click or opened by default for screen resolution bigger than 1920p

16. Document editor area where you can add text, images, tables and dynamic fields

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Content list

• 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 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 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
• 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?
• Dynamic fields
  • Text cursor method
  • Drag & drop method
  • ‘Sticky fields’ method
    • Text field
      • How to add text field to template
    • Number field
      • How to add number field to template
    • Currency field
      • How to add currency field to template
    • Date and time field
      • How to add date and time field to template
    • Dictionary field
      • How to add dictionary field to template
    • File field
      • How to add file field to template
      • File field in the envelope
    • 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
      • How to add checkbox field to the document
    • Yes/No field
      • How to add yes/no field to the document
    • Lookup field
      • How to add lookup field to template
    • 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
      • How to add duplicate field to the document
    • Formula field
      • How to add formula field to template
    • Autonumber field
      • How to add autonumber field to template