Using Parallel
Everything you need to know to create, send and manage your parallels step by step
By Derek and 1 other2 authors62 articles
Edit a template
Types of fields
What is conditional logic? How can I add conditional visibility 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
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.
Set your default messages in templates
Customization of messages
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.
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.
Options list variablesLearn how these variables work and when to use them
"Background check" field
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
Recover deleted parallels from the bin
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 PDF with the signatures on it.
Create a profile
Import profiles
Export profiles
How to mass edit profilesStep-by-step guide to easily make multiple edits to your existing profiles in Parallel
Associate profiles and parallelsLearn how to connect and transfer data between your parallels and profiles
Start a parallel from ProfilesThe recommended way to associate Parallels and Profiles
Associate a parallel with a profile after closing a parallelLink an existing parallel to a profile once the process is finished
Add Quick Access Cards for Key Processes
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
Notifications
Edit columns in your list of parallelsAdd the columns you want, hide the ones you don't need and save everything in one view.