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 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