Go to Parallel
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Using Parallel
Using Parallel
Contacts
Add new contacts
Import contacts
Edit or delete a contact
Process monitoring
Find your parallels
Create and save your views in your list of parallels
Status of the parallels
How to send a reminder manually
How to set up reminders to be sent automatically
What are Parallel reminders
How to change the owner of a template or parallel
How to send a parallel to multiple recipients
Check the status of the eSignature
Tag your parallels
Notifications
Review of information
Download the replies of a Parallel
Exchange comments with your recipients
Download your parallel as a PDF
Review and go through the answers of a Parallel
Communicate with your colleagues through Notes
Download the parallel with its signatures
Templates
How to add links, images and tables in my templates
Show or hide your template's fields in your petitions and documents
Edit a template
Types of fields
How to add formatting to my templates (markdown)
Attach documents and files to your parallels' fields
What is conditional logic? How can I add conditional questions in my parallels?
How to restrict the edition of a template
How to enable the eSignature
Customization of messages
Restrict a template from being edited
What are public links, and how do they work?
Work and share with your team
How to allow a colleague to send parallels on your behalf
How to share templates
What is to assign automatically a parallel to someone and how does it work?
Generation of documents and texts
How to generate dynamic texts (references)
Dynamic texts: Basic formulas with text responses
Dynamic texts: Fields with multiple replies
Dynamic Texts: Conditionals
Dynamic texts: Conditionals (Advanced)
Dynamic texts: Numbers
Dynamic texts: Calculations
Client Portal
What is the Client Portal and how does it work
