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ONBOARDING
DOCUMENT EDITOR
TEMPLATE AUTOMATION
- Select
- Table
- Text
- Image
- Link
- Text Input
- Money
- Date
- Button
- Clauses
- Header & Footer
- Calculation
- Title
- Question
- Switcher
- Page Number
- QR Code
- Footnotes and Endnotes
- Rich Text
- Template Sections
- Element Group
- Table of Contents
- Show all articles ( 7 ) Collapse Articles
- Conditions Overview
- Condition To Months-in-date
- Condition To Currency-in-money
- Condition To Question
- Condition To Button Elements
- Condition To Day-in-date
- Condition To Years-in-date
- Condition To Select
- Condition To Amount-in-money
- Condition To Text Input
- Condition To Clauses
- Condition To Calculation Elements
- Conditions To Switcher
- Condition To Document Language
- Condition To Date
- Condition To Any Content
- Condition To JSON Object
- Condition To Text
- Show all articles ( 3 ) Collapse Articles
PROCESS MANAGEMENT
ELECTRONIC SIGNATURE
DASHBOARD
WORKSPACE ADMINISTRATION
INTEGRATIONS
Document Records – Grid
List of your Document Records with the following settings:
– Sort by (select from any supported properties)
– Sort direction (descending or ascending)
– Shown Record limit (5-20 records)
For example, a Descending list sorted by Modified date will provide quick access to recent documents. An Ascending list sorted by the Expiration date will give you a list of soon-to-expire documents.
There can be multiple Document Records – Grid Widgets on the same Dashboard.
There is a feature to apply existing filters (learn more):
