Documents
Backoffice Documents module
By Backoffice1 author8 articles
- Documents Module OverviewLearn what the Documents module is, its key components, and how to use it to create, send, and sign documents.
- Documents: FAQ & TroubleshootingFrequently asked questions and troubleshooting tips about the Documents module — file formats, variables, statuses, generation, signing, and permissions.
- Managing Document TemplatesLearn how to upload, activate, archive, and edit document templates — from draft to active template.
- Template Variables & Automatic FieldsLearn how variables work in document templates — types, configuration, auto-fill sources, and best practices.
- Template Settings & ConfigurationLearn how to configure document naming patterns, numbering, default settings, and metadata.
- Generating Documents from TemplatesStep-by-step instructions for generating a document from an active template — from employee selection to PDF preview and saving.
- Managing Generated DocumentsLearn how to view, filter, download, and delete generated documents — statuses, PDF viewer, and activity history.
- E-Signing DocumentsDetailed instructions on how to send documents for e-signing via Dokobit integration — adding signers, signing purposes, and session management.