Document management

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

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

2. Undo/Redo options related to actions inside document. Functionality is still in development

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

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

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

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

7. Text styles. It 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

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

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

10. Add image. It allows to add image to hte document Image functionality documentation

11. Add table. It 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

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

13. Page break. It 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

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

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

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

17. Document editor area. Area where customer is able to add text (typing or pasting it), add images, tables, fields etc

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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 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?