When saving a document, make sure:
- To have text in the body.
- Have a name for the document.
- If you have recipient fields under ‘Document Parties’, fill them in or remove the fields by clicking on the red bin-icon.
- If you filled in the recipients fields, also make sure to add for each recipient a signature field if they need to sign. You can find this under ‘Toolbox’.
To supersede a document means to replace it with another document that is more up-to-date or relevant. The new document is considered to be the official or authoritative version.
The import option is meant to bring documents into the platform that already got send and/or signed. To send out a PDF, go to ‘All documents’ and click on ‘+ From PDF’.
Make sure that your PDF is not encrypted. An encrypted PDF is secured with a password. Also note that there is a size limit of 10 MB per PDF.
Uploaded documents don’t contain dynamic fields as standard. You can, however, assign smart fields as metadata. Metadata are additional data of a document. It’s to create more context for the document.
An audit trail of a document is a detailed documentation of the sequential events that have occurred to the document. These events include creation, sending out, reviewed, opened, rejected. You can find the audit trail if you view a document.
When a something is live, i.e. a template, text block or form, it is ready to be used.
Something that is scheduled, can be used from a selected date. Think of a text update on a document because of a regulatory change that will be effective from a certain date.
A draft is work in progress that cannot be used until it becomes live. Think of a document or text block that’s being worked on.
New FAQ : Answer
Updated on February 17, 2023
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