Template management

Content list

• 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