Using Parallel

Add new contacts

Written by Derek
Updated over a week ago

Import contacts

Written by Derek
Updated over a week ago

Edit or delete a contact

Written by Derek
Updated over a week ago

Find your parallels

Find the process you are looking for from your list of parallels

Written by Derek
Updated over a week ago

Status of the parallels

Written by Derek
Updated over a week ago

How to send a reminder manually

Written by Angela
Updated over a week ago

How to set up reminders to be sent automatically

Forget about chasing your customers and let Parallel take care of it with automatic reminders.

Written by Angela
Updated over a week ago

What are Parallel reminders

Written by Derek
Updated over a week ago

How to change the owner of a template or parallel

If you have created a template or a parallel, you own it, but you can transfer its ownership to your colleagues.

Written by Angela
Updated over a week ago

How to send a parallel to multiple recipients

Written by Derek
Updated over a week ago

Check the status of the eSignature

Written by Derek
Updated over a week ago

Tag your parallels

Written by Derek
Updated over a week ago

Add tags to your petitions

In this article, you will learn how to add tags to your petitions and how to filter them afterwards.

Written by Angela
Updated over a week ago

Notifications

Written by Angela
Updated over a week ago

Download the replies of a Parallel

Learn how to download the answers of a parallel.

Written by Blanca Gallego
Updated over a week ago

Exchange comments with your recipients

Written by Angela
Updated over a week ago

Download your parallel as a PDF

Learn how you can export a parallel in PDF.

Written by Blanca Gallego
Updated over a week ago

Review and go through the answers of a Parallel

Written by Derek
Updated over a week ago

Communicate with your colleagues through Notes

Written by Derek
Updated over a week ago

Download the parallel with its signatures

Learn how to download a parallel as a PDF with its signatures on it.

Written by Blanca Gallego
Updated over a week ago

How to add links, images and tables in my templates

Written by Blanca Gallego
Updated over a week ago

Show or hide your template's fields in your petitions and documents

For 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.

Written by Blanca Gallego
Updated over a week ago

Edit a template

Written by Derek
Updated over a week ago

Types of fields

Written by Derek
Updated over a week ago

How to add formatting to my templates (markdown)

With markdown you can add bold, italics, headings with different font sizes, bullets and much more.

Written by Blanca Gallego
Updated over a week ago

Attach documents and files to your parallels' fields

Written by Derek
Updated over a week ago

What is conditional logic? How can I add conditional questions in my parallels?

Written by Derek
Updated over a week ago

How to restrict the edition of a template

Written by Angela
Updated over a week ago

How to enable the eSignature

In this article you will learm how you can add the eSignature in Parallel and its different configuration options.

Written by Angela
Updated over a week ago

Customization of messages

Written by Derek
Updated over a week ago

Restrict a template from being edited

Learn how to restrict a template from being edited to ensure that all the parallel are launched following your processes

Written by Derek
Updated over a week ago

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.

Written by Angela
Updated over a week ago

How to share templates

Learn how to share your templates with your team

Written by Derek
Updated over a week ago

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.

Written by Blanca Gallego
Updated over a week ago

How to generate dynamic texts (references)

Copy and paste the answers to your questions throughout the template automatically.

Written by Blanca Gallego
Updated over a week ago

Dynamic texts: Basic formulas with text responses

Written by Blanca Gallego
Updated over a week ago

Dynamic texts: Fields with multiple replies

Learn how to retrieve values from a multiple replies field.

Written by Derek
Updated over a week ago

Dynamic Texts: Conditionals

Learn how to generate dynamic texts that change depending on the answers.

Written by Angela
Updated over a week ago

Dynamic texts: Conditionals (Advanced)

Written by Derek
Updated over a week ago

Dynamic texts: Numbers

Learn how to format numbers when generating dynamic texts.

Written by Derek
Updated over a week ago

Dynamic texts: Calculations

Learn how to use make calculations when generating dynamic texts.

Written by Derek
Updated over a week ago