 Creation widget

With the help of the creation widget, users can create files themselves by entering their personal data. The widget can include email or phone authentication with verification against a separate list.

To add a widget, you need to open "Widgets" - "Creation widgets" and add a widget using the corresponding button. You can create an unlimited number of widgets. To use the widget, you need to enable it.

Widget fields

The main space of the widget consists of various elements - input fields, text blocks, drop-down lists, etc. All data entered by the visitor will be saved in a file on the Disk. Variables contained in the document that will be used to create the file will be replaced with variables contained in the file.

For each field, you need to specify:

• Field header is displayed next to the field to be filled in, for example, "Surname Name" or "Email address".
• Field type determines the appearance of the field.
• Help text is located immediately below the field.
• Save to variable - which variable to save the result to. The variable should be specified with the percent sign as indicated in the document to be used to create the file. Example - %fullname, %institution, %email, %phone.
• Required field. If the toggle switch is on, then the visitor will be required to fill in this field.

There is a "Delete" button to remove the field, and an "Add" button to add another field.

Fields will be displayed in the widget in the order in which they are arranged in the settings. The order of fields can be changed by dragging and dropping them to the desired location.

Widget settings

• Source document. The document that will be used to create the file. The document must contain variables that will be replaced with variables from the widget fields.
• Save files to folder. Files created in the widget will be saved in the specified folder. The folder itself can be moved to any other Disk folder. If the folder is deleted, a new one with the document name will be created in the root of the Disk. The same will happen if "Create new folder" is left in this parameter.
• Email template. If there is a field with the %email variable among the fields, then the file can be sent to the specified email address. In the "Email template" parameter, you can select which template to use to send the file.
• Widget header. Text placed in the widget header.
• Caption beneath the header. You can enter additional information or tips on how to fill out the widget.
• Button label, which creates the file. "Create" is the default, but you can write any text.
• Message after file creation is displayed after filling in and successfully creating the file directly above the created file.

Authentication

Authentication parameters determine who can use the widget.

• No authentication. Any visitor can fill out the widget. If the widget fields include variables %email or %phone, then this information will simply be saved with the file without verification.

• By email. This type of authentication ensures that the entered email address belongs to this visitor by sending a one-time code to their email address. If the code is not entered in the widget, the file will not be created.

  For email authentication, there must be a field with the %email variable in the widget and the "Required" switch must be turned on.

  The "Sender" parameter allows you to specify which sender to use to send the email with the one-time code.

  Authentication by list. When this parameter is enabled, not only ownership of the specified address is checked, but also the presence of this address in a separate table. This allows you to define in advance the circle of persons allowed to use the widget. To do this, click "Configure" directly under this parameter. In the window that opens, select the table (or document with the table) in which the list of addresses is stored, the column in which they are listed. The "Delete row" switch allows you to specify whether to delete the row with this address from the table. Thus, only those addresses that have not yet been used for authentication will remain in the specified table.

• By phone number. This type of authentication ensures that the phone number belongs to this visitor by sending a short call to the number. The visitor will need to enter the last 4 digits of the callback number. If this is not done, the file will not be created.

  For phone number authentication, there must be a field with the %phone variable in the widget and the "Required" switch must be turned on.

  Authentication by list. When this parameter is enabled, not only ownership of the specified phone number is checked, but also the presence of this number in a separate table. This allows you to define in advance the circle of persons allowed to use the widget. To do this, click "Configure" directly under this parameter. In the window that opens, select the table (or document with the table) in which the list of numbers is stored, the column in which they are listed. The numbers should be in international format only, without any punctuation marks, except for the "+" at the beginning of the number, for example - +71234567890. You can remove unnecessary characters from the table using the "Find and Replace" function. The "Delete row" switch allows you to specify whether to delete the row with this number from the table. Thus, only those numbers that have not yet been used for authentication remain in the specified table.

Allow creating only one file

If this setting is enabled, a visitor will be able to create only one file with the entered email address or phone number. If authentication is enabled, the visitor will need to confirm ownership of the specified email address or phone number. If authentication is disabled, the visitor will only need to enter a different email address or phone number to use the widget again. Thus, the most reliable way to prevent multiple unauthorized uses of the widget is authentication based on a pre-specified list. If this is not possible, phone number authentication can reduce the number of repeated unauthorized creations via the widget.

Send file to self after creation

The file will be sent to the account email immediately after it is created. In the "Email template" field, you can choose which template to use for sending. In the Email Templates section, you can create a separate template to send emails to the account email. If the %data variable is written in the email text, all file data will be added in the form of a table.

Add "Share with friends" block

After creating a file, buttons for social networks and messengers will be added under its preview to share the link to the site with friends.

Design

The main color of the widget (buttons and main elements), button text color can be customized. Individual CSS styles can also be specified for widget elements.

Domain

In this field, specify the domain on which the widget will be placed. If someone tries to insert the code on another site, the widget will not work. If you plan to use the widget via a link without embedding it on a website, this field does not need to be filled in.

Code for website

To display the widget on the website, the code specified in the block must be inserted in the appropriate place on the website. The code should be inserted where the widget will be directly displayed. This could be, for example, a separate website page with a creation widget. If the website management system allows you to insert Java Script code, use the standard code. If not, use the simplified code. The difference will be that in the second case, the widget will have a standard height and its own scroll. When inserting the standard code, the height of the widget will be adjusted to fit the widget itself and there will be no additional scroll fields.

Access via Link

The widget can be opened via a link that needs to be sent to the recipients. To do this, you need to allow the use of the widget via a link and copy it.