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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
Templates
This widget contains your automated Templates (Template Suites to be precise).
It is possible to define filters (Countries/Regions and Categories) to restrict which Templates appear in the Templates Widget. In such a case, users won’t be able to apply filters individually in the Widget. Of course, user permissions to Templates will be applied as well. In other words, the definition of the filters does not override user permissions to Templates.
When filters are not defined for the Templates Widget, all Templates available to the user will be in the Widget and any user may apply filters individually.
There can be multiple Templates widgets on the same Dashboard.
