Document Builder
General tips and trick on how to use the document builder tools
By Elaine and 1 other2 authors25 articles
- Drawing Tool
- Document Builder
- Interactive Forms, Tables and E-signatures
- Adding Sections
- Payment Schedules/Terms
- Document Properties
- How to add an e-signature
- Attachments
- Messaging
- Heatmaps
- How to change your Cover Page
- How to add your own Cover Page
- User Defined Fields (UDFs)
- Using Placeholders
- Copying a document
- Configuring and Using The Content Library
- Download as a PDF
- Adding Images
- Adding an Image Gallery
- How to create a Simple Document Template
- Working With Tables
- Adding a Customer's Address
- Adding Page Background Image
- How to add products to your Stock Order Template
- Uploading documents