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Documentation

  • Install DaDaDocs
    • Update to the latest version
    • Activate Administrator Account in DaDaDocs
    • Authenticate user licenses with PDFfiller accounts
    • Connect DaDaDocs with SharePoint
    • Delete DaDaDocs app
  • DaDaDocs Editor
    • Mini Toolbar
    • Text
    • Hyperlink Tool
    • Checkmarks
    • Sign Documents
    • Add the Date
    • Add an Image
    • Erase
    • Highlight
    • Blackout
    • Text Box
    • Arrows
    • Lines
    • Draw
    • Sticky Notes
    • Comments
    • Spellchecker
    • Search the Text in PDFs
    • Settings
    • Fillable Fields
    • Add Watermark
    • View Changes and Versions
    • Rearrange Pages
    • Saving Documents
  • Templates
    • Create Templates
  • Share Templates
    • Share a template
    • Remove access to a shared template
  • Generate Document from a Template
  • Data Collection
    • Create Data Collection Template
    • Edit Template
    • Send a Data Collection Template out to Be E-Signed via SendToSign
    • Generate a link to your Data Collection Template via LinkToFill
    • Lookup objects in Data Collection
  • SendToSign: Request Signatures
  • LinkToFill: Host Fillable Forms
  • Send by Email
  • DaDaDocs Integration with SharePoint
  • Workflow processes using DaDaDocs actions
    • CreateRecord.LinkToFill
    • CreateRecord.SendToSign
    • UpdateRecord.LinkToFill
    • UpdateRecord.SendToSign
    • Best practices
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Preview the generated document and make final edits before sending it for signature.

  1. Navigate to your Data Collection tab and select the needed Data Collection Template. Then, click Edit Template on the right:
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  1. Make your edits in the editor window. Click Save when you’re done.
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