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The documents section allows to add, remove, re-order and change documents sent with an envelope. An envelope contains minimum one document, but can contain multiple documents. Note that a draft can be saved, or saved as template, also when no file was added yet.
Supported file types:
- PDF (by default)
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- In SaaS, with optional Document Converter installed, also the following other formats which
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- are then converted to PDF:
- Microsoft Office files from Microsoft Word, Microsoft Excel and Microsoft Powerpoint (.docx, .xlsx, .pptx)
- Microsoft Office files in legacy file format from Microsoft Word, Microsoft Excel and Microsoft Powerpoint (.doc, .xls, .ppt)
- Open Document Formats (.odt, .ods, .odp)
- Text Files (.txt, .xml, .md)
- Images (.tif, .png, .jpg, .gif, .jp2, .emf)
The file and others) in case the (optional) document converter is installed and configured. File content might be validated server-side by a FileContentValidationPlugin, e.g. to perform checks for malicious content in the file.
When a new document was successfully added, the document is parsed for interactive fields or text placeholders:
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