Templates
By Derek and 1 other2 authors17 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