Using Parallel
Everything you need to know to create, send and manage your parallels step by step
By Derek and 1 other2 authors64 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.
- Alerts
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