🔍 Wiki

Devices and screen sizes for working with the platform

Supported devices, browsers, and screen resolutions

Written by Анатолій

Updated 10 months ago

Authorization on the platform

Sign In

Written by Анатолій

Updated 10 months ago

Password policies

Written by Анатолій

Updated 10 months ago

Application tokens

Written by Анатолій

Updated 10 months ago

Notification system

Written by Анатолій

Updated 10 months ago

Dashboard

Quick Send

Written by Анатолій

Updated 8 months ago

Recently used templates in the dashboard

Written by Анатолій

Updated 10 months ago

Dictionary

Dictionary creation, management and deletion

Written by Анатолій

Updated 9 months ago

Mailbox. Envelopes and envelope management

AI assistant

Written by Анатолій

Updated 6 months ago

Envelope creation

Written by Анатолій

Updated 10 months ago

How to cancel several envelopes

Written by Анатолій

Updated 10 months ago

Envelope management

Written by Анатолій

Updated 10 months ago

Resend the envelope invitation and notification of an incoming envelope

Written by Анатолій

Updated 10 months ago

How to find an envelope that needs to be processed

Written by Анатолій

Updated 10 months ago

Envelope filtering

Written by Анатолій

Updated 10 months ago

What is a label, and how does it work?

Written by Анатолій

Updated 10 months ago

Manage envelopes in the mailbox

Written by Анатолій

Updated 10 months ago

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

Written by Анатолій

Updated 10 months ago

How to send several envelopes for approval

Written by Анатолій

Updated 10 months ago

How to add and remove an envelope from a chain

Written by Анатолій

Updated 8 months ago

Chain envelope list

Written by Анатолій

Updated 10 months ago

Sending and confirming invitations by email

Invite participant to envelope by email from the draft page

Written by Анатолій

Updated 10 months ago

States of the envelope with an invitation

Written by Анатолій

Updated 10 months ago

Accept an envelope as a registered and logged-in user

Written by Анатолій

Updated 10 months ago

External document

How to upload an external document

Written by Анатолій

Updated 10 months ago

External document signing process

Written by Анатолій

Updated 10 months ago

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

Written by Анатолій

Updated 10 months ago

Comments

Adding and managing comments

Written by Анатолій

Updated 7 months ago

Envelope approval process

How to send an envelope for approval

Written by Анатолій

Updated 10 months ago

Envelope delegation process

How to send an envelope for delegation

Written by Анатолій

Updated 10 months ago

How to configure automatic incoming envelopes delegation

Written by Анатолій

Updated 10 months ago

How to restrict envelope delegation

Written by Анатолій

Updated 10 months ago

Envelope sending without authorization

Steps to initiate sending an envelope without authorization

Written by Анатолій

Updated 10 months ago

How to create a template link?

Written by Анатолій

Updated 10 months ago

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

Written by Анатолій

Updated 10 months ago

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

Written by Анатолій

Updated 10 months 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 10 months ago

Envelope callbacks

Written by Анатолій

Updated 10 months ago

Create callback

Written by Анатолій

Updated 10 months ago

List callbacks

Written by Анатолій

Updated 10 months ago

Delete callback

Written by Анатолій

Updated 10 months ago

Simple callback example

Written by Анатолій

Updated 10 months ago

How to generate an envelopes report?

Written by Анатолій

Updated 10 months ago

User profile

Settings page

Written by Анатолій

Updated 10 months ago

Creating and using an electronic e-ink signature

Written by Анатолій

Updated 10 months ago

Password update

Written by Анатолій

Updated 10 months ago

Uploading a user icon

Written by Анатолій

Updated 10 months ago

Forwarding page

Written by Анатолій

Updated 10 months ago

Danger zone page

Written by Анатолій

Updated 10 months ago

What happens with user data after deleting a user profile?

Written by Анатолій

Updated 10 months ago

Manage invitations

Written by Анатолій

Updated 9 months ago

Template

How to create a template?

Written by Анатолій

Updated 10 months ago

Template options

Written by Анатолій

Updated 10 months ago

Subject autoformat

Written by Анатолій

Updated 10 months ago

Envelope archive files configuration

Written by Анатолій

Updated 10 months ago

What is envelope processing flow?

What is the envelope processing flow?

Written by Анатолій

Updated 10 months ago

Role configuration interface

Written by Анатолій

Updated 10 months ago

Role types

Written by Анатолій

Updated 10 months ago

AUTO flow

Written by Анатолій

Updated 10 months ago

MANUAL flow

Written by Анатолій

Updated 10 months ago

Serial-parallel flow

Written by Анатолій

Updated 10 months ago

Template Editor

Document management

Written by Анатолій

Updated 10 months ago

Structured document

Written by Анатолій

Updated 10 months ago

Links inside the document

Written by Анатолій

Updated 10 months ago

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

Written by Анатолій

Updated 7 months ago

Creating and managing static tables

Written by Анатолій

Updated 7 months ago

Table context menu options

Written by Анатолій

Updated 10 months ago

External documents

Written by Анатолій

Updated 10 months ago

PDF documents

Written by Анатолій

Updated 10 months ago

Dynamic fields

Written by Анатолій

Updated 10 months ago

Text field

Written by Анатолій

Updated 10 months ago

Number field

Written by Анатолій

Updated 10 months ago

Currency field

Written by Анатолій

Updated 10 months ago

Date field

Written by Анатолій

Updated 10 months ago

Choice field

Written by Анатолій

Updated 10 months ago

Checkbox field

Written by Анатолій

Updated 10 months ago

Dropdown field

Written by Анатолій

Updated 10 months ago

Dictionary field

Written by Анатолій

Updated 10 months ago

Lookup field

Written by Анатолій

Updated 10 months ago

File field

Written by Анатолій

Updated 10 months ago

Table field

Written by Анатолій

Updated 10 months ago

Duplicate field

Written by Анатолій

Updated 10 months ago

Formula field

Written by Анатолій

Updated 10 months ago

Autonumber field

Written by Анатолій

Updated 10 months ago

QR/barcode field

Written by Анатолій

Updated 10 months ago

QES field

Written by Анатолій

Updated 10 months ago

Signature field

Written by Анатолій

Updated 10 months ago

Electronic signature on the envelope

How to read a qualified electronic signature?

Written by Анатолій

Updated 10 months ago

Common signature errors and solutions

Written by Анатолій

Updated 10 months ago

How to sign a document with SmartID?

Written by Анатолій

Updated 10 months ago

Download or send to print the signed data

How to download the signed data

Written by Анатолій

Updated 10 months ago

What are you downloading?

Written by Анатолій

Updated 10 months ago

The signing document certificate

Written by Анатолій

Updated 10 months ago

Printable version of the document

Written by Анатолій

Updated 10 months ago

Template access

Written by Анатолій

Updated 10 months ago

How to edit the access level for a template

How to share a template ???

Written by Анатолій

Updated 10 months ago

Additional sharing access configurations

Written by Анатолій

Updated 10 months ago

Scenario

Scenario list and scenario concept

Written by Анатолій

Updated 10 months ago

How to create a scenario

Written by Анатолій

Updated 10 months ago

How to configure a scenario step

Written by Анатолій

Updated 10 months ago

Editing, cloning and deleting scenarios

Written by Анатолій

Updated 9 months ago

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

Written by Анатолій

Updated 10 months ago

What is the condition and how to use it

Written by Анатолій

Updated 10 months ago

Simple condition

Written by Анатолій

Updated 10 months ago

One-to-Many condition

Written by Анатолій

Updated 10 months ago

Attachment re-use

Written by Анатолій

Updated 10 months ago

Run the scenario from integration

Written by Анатолій

Updated 10 months ago

How to run a scenario

Written by Анатолій

Updated 10 months ago

Access level

Written by Анатолій

Updated 10 months ago

Approval page

Approval management

Written by Анатолій

Updated 9 months ago

Account settings

Personal account editing

Written by Анатолій

Updated 10 months ago

Uploading the account and platform icon/logo

Written by Анатолій

Updated 10 months ago

Account deletion

Written by Анатолій

Updated 10 months ago

Adding and managing external links

Written by Анатолій

Updated 9 months ago

Adding and managing domains

Written by Анатолій

Updated 9 months ago

Set up SSO with Azure

Written by Анатолій

Updated 10 months ago

How to add an SSO provider?

Written by Анатолій

Updated 10 months ago

Set up SSO with Google

Written by Анатолій

Updated 10 months ago

How to change password or session policy?

Written by Анатолій

Updated 10 months ago

How to make the password policy stricter?

Written by Анатолій

Updated 10 months ago

How to make the session policy stricter?

Written by Анатолій

Updated 10 months ago

How to create cloud signature settings

Written by Анатолій

Updated 7 months ago

Users

Invite users to the Account/Mailbox by email

Written by Анатолій

Updated 10 months ago

Grant account permissions

Written by Анатолій

Updated 10 months ago

Grant mailbox permissions

Written by Анатолій

Updated 10 months ago

Create a single corporate user

Written by Анатолій

Updated 10 months ago

How to get authorized as a corporate user

Written by Анатолій

Updated 10 months ago

Mass creation of corporate users

Written by Анатолій

Updated 10 months ago

How to generate a report on users

Written by Анатолій

Updated 10 months ago

What the report includes

Written by Анатолій

Updated 10 months ago

Unregistered user behavior

Written by Анатолій

Updated 10 months ago

Registered user behavior

Written by Анатолій

Updated 10 months ago

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

Written by Анатолій

Updated 10 months ago

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

Written by Анатолій

Updated 10 months ago

Managing invitations and filtering users in the list

Written by Каріна

Updated 8 months ago

Roles

Role management

Written by Анатолій

Updated 9 months ago

Mailboxes

How to create a mailbox

Written by Анатолій

Updated 10 months ago

Mailbox settings section

Written by Анатолій

Updated 10 months ago

Danger zone section

Written by Анатолій

Updated 10 months ago

Groups tab

Written by Анатолій

Updated 10 months ago

Delete mailbox behavior

Written by Анатолій

Updated 10 months ago

Integrations page

Written by Анатолій

Updated 10 months ago

SFTP protocol

Written by Анатолій

Updated 10 months ago

AS2 protocol

Written by Анатолій

Updated 10 months ago

Conversion rule

Conversion rule creation process for the outgoing document

Written by Анатолій

Updated 10 months ago

Conversion rule creation process for the incoming document

Written by Анатолій

Updated 10 months ago

Working with existing conversion rules

Written by Анатолій

Updated 10 months ago

WDExtensions

Written by Анатолій

Updated 10 months ago

Conversion rule example for outgoing documents

Written by Анатолій

Updated 10 months ago

XLS and X12 to XML conversion

Written by Анатолій

Updated 10 months ago

Conversion rule example for incoming documents

Written by Анатолій

Updated 10 months ago

Audit Log

Written by Анатолій

Updated 8 months ago

Permissions list

Account permissions

Written by Анатолій

Updated 10 months ago

Mailbox permissions

Written by Анатолій

Updated 10 months ago

Widgets

File sending widget

Written by Анатолій

Updated 10 months ago

Callbacks

Manage callbacks

Written by Анатолій

Updated 10 months ago

Check callbacks

Written by Анатолій

Updated 10 months ago

Delete callbacks

Written by Анатолій

Updated 10 months ago