Documents and forms
Design smart forms and documents with dynamic fields and logic.
49 articles
Add fillable fields inside dynamic DOCX tables
Add fillable fields using the Fillable Fields panel
Add fillable fields using fillable field tags
Convert Document Generation document to Contract Negotiation documents
Generate tags via the Tag Generator
Set up Document Generation DOCX
Tags in DOCX documents (basics)
Tags usage (examples)
[User guide] Document generation
Add the document placeholder to your workflow
Assign the editing permissions (Annotation Panel)
Design the document placeholder form
Export documents from the document placeholder
Set up fillable fields in document placeholder form
Set up the document placeholder form elements
Upload files to the document placeholder
Add and set up fillable fields in DOCX documents
Assign permissions for Contract Negotiation users
Change text formatting in your contracts
Convert Contract Negotiation documents to Document Generation documents
Create contracts from DOCX documents
Negotiate contracts between several steps using the workflow diagram
Set up bots for workflows containing сontracts
Work on contracts with your stakeholders
Generate tags via the Tag Generator
Add and set up the Clickwrap widget
Adjust properties for multiple fields/elements at once
Custom validation in web forms
Assign web form fields to specific users
Conditions for web form fields
Create and add web forms to your workflow
Pages in web forms
Set up elements/widgets
Set up web forms automatically with AI Assistant
Web form design
Create Web forms
Set up conditions in Web Forms