Advanced section

Under Template settings there is the “Advanced” section, this section contains the following:

Type

Explanation

Document management settings

Document management settings

Automatic document name

This allows users to automatically name the document using the extracted value from a Placeholder. For example, using the output of the “Company Name” Placeholder to name a document like Board Minutes. E.g. Company X – Board Minutes

To trigger the display of the available placeholders, insert a # into the text field and a list will display of the available options. The field will display similar to the blow:

{{'Att':'Name of Placeholder'}} – Name of Document

Participants to be added/updated to related documents by default

Default folder name

Allows the user to choose a default folder destination in “My documents” once the document has been created

Please note that the default folder must be created first in the “My documents” page

Completed folder name

Allows the user to choose a default folder destination in “My documents” once the document has been signed on the platform

Please note that the default folder must be created first in the “My documents” page

Rights lock

Stop users from editing their rights on generated documents

Format settings

Format settings

PDF blueprint

This is for users to upload PDF files.

Header and footers

Allows users to select the relevant header and footer style for their templates. Please refer to 9.2 of this user guide on how to create header and footers.

DOCX font

Allows users to select the font that will appear when the document is downloaded as a docx file.

PDF settings (font size, top margin, bottom margin etc.)

These settings allows users to customise the dimensions of the extracted PDFs for the relevant Template.

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