Easily Replace Field Settings into the Minute Book

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A step-by-step instructions on how to Replace Field Settings into the Minute Book

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Produce reusable templates for frequently used files.

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How to Replace Field Settings into the Minute Book

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hello and welcome to this brief training video about fast companys virtual minute books module virtual minute books can help you save time and money with your corporate work today ill be showing you how to set the default configuration of the virtual minibook categories access the virtual minutebook from within a record and configure and edit individual virtual minute book categories the virtual miniature book works with default categories these categories represent the individual tabs in a minute book we have provided you with a set of defined categories but it is recommended that you review these categories before you start using the virtual minibook to ensure the category names match the individual tabs that your firm currently uses for your minutebooks taking the time to review and set up your default categories will ensure that each record will have the desired categories available to change or edit these categories log in as default user on the configuration page you will see c

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Why cant i add fields to template?

Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your administrator and ask to adjust your permission settings. These settings are documented in this administrator help guide.

Can you make fields optional in ?

You can place optional fields for your recipients to consider. Most often, you want to use an optional signature or initial field. Sometimes you want to place optional fields for your recipients to consider.

Can you make fields required in ?

With these properties you can do things like: Make a field required or optional. Change the recipient for a field. Enter data in the field and make it read only for recipients.

How do I change fields in ?

To edit or delete an existing custom field: Locate the field in the Custom Fields list. To edit the field: Click the Actions menu and select Edit. Change the properties as desired and click SAVE. To delete, click the Actions menu and select DELETE.

How do I add custom fields in ?

To create a custom field Start an envelope as usual, adding documents, recipients, and messages. In the Add Fields view, select the Custom Fields palette. Click the + to add a new custom field. In the Custom Field Details dialog, select the field type for your new custom field and enter a name.

How do I add an optional field in ?

The Field Properties panel slides in over the page guide. Set the properties as desired. From the Fields palette at left, click and drag one of the available field types to add it to the active page. In the page guide at right, select a page you want to tag with fields.

How do you hide fields in ?

You can hide sensitive data in a text field, such as a social security number, on a document, by applying the Hide text with asterisks property.

How do I change the required fields in ?

Go to My Preferences Signing and Sending Custom Fields. To create a new custom field: Click ADD NEW FIELD. Enter the properties for the field.

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