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  • Why are my templates not appearing in the dropdown for Delivery Channels?

    Known issue: Email templates not available for selection for document delivery emails Issue Since version 7.5.3, we have observed in some client configurations that...

    First posted: December 1st, 2023 265 views 0 likes

  • How do I create an inline content block in an email?

    When adding a content block to an email, you have the option to make the content block appear on a new line or to...

    First posted: June 16th, 2022 1074 views 0 likes

  • Why are my generated document headers/footers not what I expect them to be?

    Known issue: Microsoft online editors convert ShareDo content controls in headers and footers to text when ShareDo document templates are edited and saved. Issue...

    First posted: January 16th, 2024 137 views 0 likes

  • How do I prevent a task from closing while there are still unsent emails/documents?

    To prevent a task from closing while there are still unsent emails or documents, ensure that your workflow configuration includes phase guards for pending...

    First posted: August 6th, 2024 60 views 0 likes

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