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🔍 Wiki

Information on working with the platform

Devices and screen sizes for working with the platform

Supported devices, browsers, and screen resolutions

Written by Анатолій
Updated 1 year ago

Authorization on the platform

Sign In

Written by Анатолій
Updated 1 year ago

Password policies

Written by Анатолій
Updated 1 year ago

Application tokens

Written by Анатолій
Updated 1 year ago

Notification system

Notification system

Written by Анатолій
Updated 1 year ago

Dashboard

Quick Send

Written by Анатолій
Updated 1 month ago

Recently used templates in the dashboard

Written by Анатолій
Updated 1 year ago

Mailbox. Envelopes and envelope management

AI assistant

Written by Анатолій
Updated 8 months ago

Envelope creation

Written by Анатолій
Updated 1 year ago

How to cancel several envelopes

Written by Анатолій
Updated 1 year ago

Envelope management

Written by Анатолій
Updated 1 year ago

Resend the envelope invitation and notification of an incoming envelope

Written by Анатолій
Updated 1 year ago

How to find an envelope that needs to be processed

Written by Анатолій
Updated 1 year ago

Envelope filtering

Written by Анатолій
Updated 1 year ago

What is a label, and how does it work?

Written by Анатолій
Updated 1 year ago

Manage envelopes in the mailbox

Written by Анатолій
Updated 1 year ago

Signing the envelope(s) with electronic and e-ink signatures

Written by Анатолій
Updated 1 year ago

How to send several envelopes for approval

Written by Анатолій
Updated 1 year ago

How to add and remove an envelope from a chain

Written by Анатолій
Updated 10 months ago

Chain envelope list

Written by Анатолій
Updated 1 year ago

Dictionary

Dictionary creation, management and deletion

Written by Анатолій
Updated 1 year ago

Sending and confirming invitations by email

Invite participant to envelope by email from the draft page

Written by Анатолій
Updated 1 year ago

States of the envelope with an invitation

Written by Анатолій
Updated 1 year ago

Accept an envelope as a registered and logged-in user

Written by Анатолій
Updated 1 year ago

External document

How to upload an external document

Written by Анатолій
Updated 1 year ago

External document signing process

Written by Анатолій
Updated 1 year ago

How to add an e-ink signature to an external document

Written by Анатолій
Updated 1 year ago

Comments

Adding and managing comments

Written by Анатолій
Updated 9 months ago

Envelope approval process

How to send an envelope for approval

Written by Анатолій
Updated 1 year ago

Envelope delegation process

How to send an envelope for delegation

Written by Анатолій
Updated 1 year ago

How to configure automatic incoming envelopes delegation

Written by Анатолій
Updated 1 year ago

How to restrict envelope delegation

Written by Анатолій
Updated 1 year ago

Envelope sending without authorization

Steps to initiate sending an envelope without authorization

Written by Анатолій
Updated 1 year ago

How to create a template link?

Written by Анатолій
Updated 1 year ago

How to send an envelope without authorization (for unregistered users)

Written by Анатолій
Updated 1 year ago

How to send an envelope without authorization (for registered users)

Written by Анатолій
Updated 1 year ago

Complete or sign the envelope as an unregistered user

How to process an envelope if the user is not registered

Written by Анатолій
Updated 1 year ago

Envelope callbacks

Envelope callbacks

Written by Анатолій
Updated 1 year ago

Create callback

Written by Анатолій
Updated 1 year ago

List callbacks

Written by Анатолій
Updated 1 year ago

Delete callback

Written by Анатолій
Updated 1 year ago

Simple callback example

Written by Анатолій
Updated 1 year ago

How to generate an envelopes report?

How to generate an envelopes report?

Written by Анатолій
Updated 1 year ago

User profile

Settings page

Written by Анатолій
Updated 1 year ago

Creating and using an electronic e-ink signature

Written by Анатолій
Updated 1 year ago

Password update

Written by Анатолій
Updated 1 year ago

Uploading a user icon

Written by Анатолій
Updated 1 year ago

Forwarding page

Written by Анатолій
Updated 1 year ago

Danger zone page

Written by Анатолій
Updated 1 year ago

What happens with user data after deleting a user profile?

Written by Анатолій
Updated 1 year ago

Manage invitations

Written by Анатолій
Updated 1 year ago

Template

How to create a template?

Written by Анатолій
Updated 1 year ago

Template options

Written by Анатолій
Updated 1 year ago

Subject autoformat

Written by Анатолій
Updated 1 year ago

Envelope archive files configuration

Written by Анатолій
Updated 1 year ago

What is envelope processing flow?

What is the envelope processing flow?

Written by Анатолій
Updated 1 year ago

Role configuration interface

Written by Анатолій
Updated 1 year ago

Role types

Written by Анатолій
Updated 1 year ago

AUTO flow

Written by Анатолій
Updated 1 year ago

MANUAL flow

Written by Анатолій
Updated 1 year ago

Serial-parallel flow

Written by Анатолій
Updated 1 year ago

Template Editor

Document management

Written by Анатолій
Updated 1 year ago

Structured document

Written by Анатолій
Updated 1 year ago

Links inside the document

Written by Анатолій
Updated 1 year ago

How to add an image to a document and edit its settings

Written by Анатолій
Updated 9 months ago

Creating and managing static tables

Written by Анатолій
Updated 9 months ago

Table context menu options

Written by Анатолій
Updated 1 year ago

External documents

Written by Анатолій
Updated 1 year ago

PDF documents

Written by Анатолій
Updated 1 year ago

Dynamic fields

Dynamic fields

Written by Анатолій
Updated 1 year ago

Text field

Written by Анатолій
Updated 2 weeks ago

Number field

Written by Анатолій
Updated 2 weeks ago

Currency field

Written by Анатолій
Updated 2 weeks ago

Date field

Written by Анатолій
Updated 2 weeks ago

Choice field

Written by Анатолій
Updated 2 weeks ago

Checkbox field

Written by Анатолій
Updated 2 weeks ago

Dropdown field

Written by Анатолій
Updated 2 weeks ago

Dictionary field

Written by Анатолій
Updated 2 weeks ago

Lookup field

Written by Анатолій
Updated 2 weeks ago

File field

Written by Анатолій
Updated 2 weeks ago

Table field

Written by Анатолій
Updated 2 weeks ago

Duplicate field

Written by Анатолій
Updated 2 weeks ago

Formula field

Written by Анатолій
Updated 2 weeks ago

Autonumber field

Written by Анатолій
Updated 2 weeks ago

QR/barcode field

Written by Анатолій
Updated 2 weeks ago

QES field

Written by Анатолій
Updated 2 weeks ago

Signature field

Written by Анатолій
Updated 2 weeks ago

Electronic signature on the envelope

How to read a qualified electronic signature?

Written by Анатолій
Updated 1 year ago

Common signature errors and solutions

Written by Анатолій
Updated 1 year ago

How to sign a document with SmartID?

Written by Анатолій
Updated 1 year ago

Download or send to print the signed data

How to download the signed data

Written by Анатолій
Updated 1 year ago

What are you downloading?

Written by Анатолій
Updated 1 year ago

The signing document certificate

Written by Анатолій
Updated 1 year ago

Printable version of the document

Written by Анатолій
Updated 1 year ago

Template access

Template access

Written by Анатолій
Updated 1 year ago

How to edit the access level for a template

How to share a template ???

Written by Анатолій
Updated 1 year ago

Additional sharing access configurations

Written by Анатолій
Updated 1 year ago

Scenario

Scenario list and scenario concept

Written by Анатолій
Updated 1 year ago

How to create a scenario

Written by Анатолій
Updated 1 year ago

How to configure a scenario step

Written by Анатолій
Updated 1 year ago

Editing, cloning and deleting scenarios

Written by Анатолій
Updated 1 year ago

What is the option to send the envelope immediately after the step runs

Written by Анатолій
Updated 1 year ago

What is the condition and how to use it

Written by Анатолій
Updated 1 year ago

Simple condition

Written by Анатолій
Updated 1 year ago

One-to-Many condition

Written by Анатолій
Updated 1 year ago

Attachment re-use

Written by Анатолій
Updated 1 year ago

Run the scenario from integration

Written by Анатолій
Updated 1 year ago

How to run a scenario

Written by Анатолій
Updated 1 year ago

Access level

Access level

Written by Анатолій
Updated 1 year ago

Approval page

Approval management

Written by Анатолій
Updated 1 year ago

Account settings

Personal account editing

Written by Анатолій
Updated 1 year ago

Uploading the account and platform icon/logo

Written by Анатолій
Updated 1 year ago

Account deletion

Written by Анатолій
Updated 1 year ago

Adding and managing external links

Written by Анатолій
Updated 1 year ago

Adding and managing domains

Written by Анатолій
Updated 1 year ago

Set up SSO with Azure

Written by Анатолій
Updated 1 year ago

How to add an SSO provider?

Written by Анатолій
Updated 1 year ago

Set up SSO with Google

Written by Анатолій
Updated 1 year ago

How to change password or session policy?

Written by Анатолій
Updated 1 year ago

How to make the password policy stricter?

Written by Анатолій
Updated 1 year ago

How to make the session policy stricter?

Written by Анатолій
Updated 1 year ago

How to create cloud signature settings

Written by Анатолій
Updated 9 months ago

Users

Invite users to the Account/Mailbox by email

Written by Анатолій
Updated 1 year ago

Grant account permissions

Written by Анатолій
Updated 1 year ago

Grant mailbox permissions

Written by Анатолій
Updated 1 year ago

Create a single corporate user

Written by Анатолій
Updated 1 year ago

How to get authorized as a corporate user

Written by Анатолій
Updated 1 year ago

Mass creation of corporate users

Written by Анатолій
Updated 1 year ago

How to generate a report on users

Written by Анатолій
Updated 1 year ago

What the report includes

Written by Анатолій
Updated 1 year ago

Unregistered user behavior

Written by Анатолій
Updated 1 year ago

Registered user behavior

Written by Анатолій
Updated 1 year ago

How users will be added to an account in a verified domain

Written by Анатолій
Updated 1 year ago

What happens to users if the domain is unverified or the account is deleted

Written by Анатолій
Updated 1 year ago

Managing invitations and filtering users in the list

Written by Каріна
Updated 10 months ago

Roles

Role management

Written by Анатолій
Updated 1 year ago

Mailboxes

How to create a mailbox

Written by Анатолій
Updated 1 year ago

Mailbox settings section

Written by Анатолій
Updated 1 year ago

Danger zone section

Written by Анатолій
Updated 1 year ago

Groups tab

Written by Анатолій
Updated 1 year ago

Delete mailbox behavior

Written by Анатолій
Updated 1 year ago

Integrations page

Integrations page

Written by Анатолій
Updated 1 year ago

SFTP protocol

Written by Анатолій
Updated 1 year ago

AS2 protocol

Written by Анатолій
Updated 1 year ago

Conversion rule

Conversion rule creation process for the outgoing document

Written by Анатолій
Updated 1 year ago

Conversion rule creation process for the incoming document

Written by Анатолій
Updated 1 year ago

Working with existing conversion rules

Written by Анатолій
Updated 1 year ago

WDExtensions

Written by Анатолій
Updated 1 year ago

Conversion rule example for outgoing documents

Written by Анатолій
Updated 1 year ago

XLS and X12 to XML conversion

Written by Анатолій
Updated 1 year ago

Conversion rule example for incoming documents

Written by Анатолій
Updated 1 year ago

Audit Log

Audit Log

Written by Анатолій
Updated 10 months ago

Permissions list

Account permissions

Written by Анатолій
Updated 1 year ago

Mailbox permissions

Written by Анатолій
Updated 1 year ago

Widgets

File sending widget

Written by Анатолій
Updated 1 year ago

Callbacks

Manage callbacks

Written by Анатолій
Updated 1 year ago

Check callbacks

Written by Анатолій
Updated 1 year ago

Delete callbacks

Written by Анатолій
Updated 1 year ago