Template Management

• How to create, edit and manage template?
  • How to create template?
  • How to edit template?
  • Right side bar menu “Template”
• What is processing flow and how to configure it
  • 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 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?