Evolis signoSign/2 handleiding
Handleiding
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signoSign/2 Documentation
Rev. B
Page 27 of 73
Document type
administration
In signoSign/2, you can create document type templates. These templates are especially
useful for documents that have the same structure, such as invoices. signoSign/2 is able to
use identification definitions to recognise the matching document type when opening a
document and to use templates to load the settings for creating signature fields,
performing customised, automated processing and much more. The following sections
explain how to create document types and the available options.
You can open document type administration via the menu Tools > Document types....
You can also open the document type administration with the F9 key or the Quick Start
bar icon.
General settings
List of document types
The left side of the window displays the list of configured document types. Deactivated
document types are greyed out in the list. The settings displayed on the right and all
changes made here always relate to the document type selected in the list. The default
setting is the document type ‘All other documents’, with settings that can also be used as
standard values for future document types.
In addition to the document type name, the document type Version is also displayed. The
version is updated every time the document type is changed and saved.
For all documents opened in signoSign/2 for which no document type has been
administered or could be found, the settings for the document type All other documents
are used. Please note that not all settings are available for this general document type.
Document type functions
Several functions are available for the document types. These functions are shown below
the list of document types.
New document type from current document
This option is available if at least one document is opened in signoSign/2. Click the
icon shown above to create a new document type and use the currently active document
as a template file.
New document type
Click the icon shown above to create a new document type. An ‘Open file’ dialogue
box then appears. Select the document to be used as the template file for the new
document type.
Copy document type
To copy an existing document type, first select the document type to be copied from
the list so that it is highlighted and then click the icon shown above.
Delete document type
To delete an existing document type, select the corresponding document type from
the list, and then click the icon shown above. This marks the document type for deletion.
The document type to be deleted is marked with a line through it in the list.
Bekijk gratis de handleiding van Evolis signoSign/2, stel vragen en lees de antwoorden op veelvoorkomende problemen, of gebruik onze assistent om sneller informatie in de handleiding te vinden of uitleg te krijgen over specifieke functies.
Productinformatie
| Merk | Evolis |
| Model | signoSign/2 |
| Categorie | Niet gecategoriseerd |
| Taal | Nederlands |
| Grootte | 8452 MB |