What is a parallel – Compose, input, review and activity

In this article you will learn what is a parallel and the different sections that make it up.

Angela avatar
Written by Angela
Updated over a week ago

A parallel form can help you collect information or generate documents.

You can create a parallel from a template, and when you do so, the parallel will inherit the configuration from the template.

In this article we explain more about the difference between template and parallel.

After creating the parallel, you can control its status and access it from the parallels tab.

Sections of the parallel

Each parallel is divided into four sections, corresponding to different points in the process:

  1. Compose: This section contains the information fields and settings copied from the template. You can back here, to edit the settings or questions fields for that individual process. For example, if I need to modify the text of a clause for that particular client, without affecting the rest of the contracts in that process.

  2. Input: This section is the first to be displayed when creating a parallel. Here, you can complete the information, or send it to a third party to do so.

    1. When you send it, your recipient will access to a similar portal, where they can fill in the information, and it will be synchronized directly in this section.

  3. Review: This section is the next step once the parallel has been sent or completed. Here, you can review the responses of your recipients and exchange comments with them or your colleagues.

    1. In addition, you can send and control the status of the eSignature through one of our providers.

  4. Activity: This section shows the activity log around the parallel and the access control to them. Here you will find tracking options, such as reminders to your recipients or activity tracking (see if they have accessed, completed/changed responses, etc).

Did this answer your question?