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.