By Angela and 2 others3 authors56 articles
Edit a template
Types of fields
What is conditional logic? How can I add conditional questions in my parallels?
Attach documents and files to your parallels' fields
Show or hide your template's fields in your petitions and documentsFor each field in your template you can choose if you want it to be an internal field and/or if you want it to appear in the final PDF.
How to add formatting to my templates (markdown)With markdown you can add bold, italics, headings with different font sizes, bullets and much more.
How to add links, images and tables in my templates
Set your default messages in templates
Add front cover, back cover and fixed attachments to your templatesIf you want PDFs of all parallels of a template to have fixed attachments use this functionality.
How to restrict the edition of a template
How to enable the eSignatureIn this article you will learm how you can add the eSignature in Parallel and its different configuration options.
Customization of messages
Restrict a template from being editedLearn how to restrict a template from being edited to ensure that all the parallel are launched following your processes
How to create my contract templateLearn how to create a contract template on Parallel from scratch
Set up variables in your templates
Add calculations in your templatesIn this article, we'll show you how to add operations to obtain certain value based on responses in your parallels.
How to generate dynamic texts (references)Copy and paste the answers to your questions throughout the template automatically.
Dynamic texts: Basic formulas with text responses
Dynamic texts: Fields with multiple repliesLearn how to retrieve values from a multiple replies field.
Dynamic Texts: ConditionalsLearn how to generate dynamic texts that change depending on the answers.
Dynamic texts: Conditionals (Advanced)
Dynamic texts: NumbersLearn how to format numbers when generating dynamic texts.
Dynamic texts: CalculationsLearn how to use make calculations when generating dynamic texts.
How to send a parallel to multiple recipients
What are public links, and how do they work?In this article we explain how to share links to templates can and how to activate them.
Share a parallel by linkWe teach you how you can share a parallel through a link and how your contacts will see it.
Import replies from one parallel to another to prefill itIf you want to automatically pre-fill a parallel with information that you already have in another parallel, use this feature!
The lifecycle (states) of a parallel
How to share templatesLearn how to share your templates with your team
How to create folders to organize your parallels and templates
How to allow a colleague to send parallels on your behalfIf you want another user to be able to send parallels on your behalf, this article is for you
What is to assign automatically a parallel to someone and how does it work?Automatically distribute and share parallels created from a template with your colleagues in the organization.
Share a parallel
Review and go through the answers of a Parallel
Exchange comments with your recipients
Communicate with your colleagues through Notes
Download the replies of a parallelLearn how to download the answers of a parallel.
Download your parallel as a PDFLearn how you can export a parallel in PDF.
Download the parallel with its signaturesLearn how to download a parallel as a PDF with its signatures on it.
Filter and find your parallelsFind the process you are looking for from your list of parallels
Create and save your views in your list of parallelsSave your favorite view of your processes using the parallels list filters.
Status of the parallels
How to change the owner of a template or parallelIf you have created a template or a parallel, you own it, but you can transfer its ownership to your colleagues.
Check the status of the eSignature
Tag your parallels
Edit columns in your list of parallelsAdd the columns you want, hide the ones you don't need and save everything in one view.