Documents and forms
Design smart forms and documents with dynamic fields and logic.
48 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 in the Document Generation editor
- Set up Document Generation DOCX
- Tags in DOCX documents (basics)
- Tags usage (examples)
- [User guide] Document generation
- Document placeholder overview
- 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
- Automate contract signing and XLSX rate sheet delivery via API
- 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 fields elements/widgets
- Set up web forms automatically with AI Assistant
- Relative date validation