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Performing administrative tasks

Getting started WITH INKIT

  • Welcome to Inkit
  • Features
  • Signing up with Inkit for Commercial
  • Signing up with Inkit for Government
  • Quickstart: Generating your first document

administration

  • Managing users and roles
    • Adding a user
    • Editing a user
    • Adding a role
    • Editing a role
    • Assigning roles to a user
    • Inkit permissions
  • Using folders
    • Adding, editing and removing folders
    • Sharing folders
    • Traversing folders
    • Specifying folders when generating documents
  • Performing administrative tasks
    • Editing your profile
    • Editing your organization
    • Using audit logs
    • Adding two-factor authentication

DIGITAL SIGNATURE

  • Digital Signature
    • Sending a document for Digital Signature
    • Signing a Digital Signature document
    • Using the Digital Signature Dashboard
    • Understanding Digital Signature statuses
    • Reassigning a signer
    • Canceling a signature
    • Sending reminders to signers
    • Adding Digital Signature blocks to a PDF template
    • Adding Digital Signature blocks to a DOCX template
    • Adding Digital Signature blocks to an HTML template
    • Using Signing Groups for flexible signing
    • Accessing the Certificate of Completion

templates

  • Creating and editing templates
  • Creating PDF templates
    • Embedding merge fields into a PDF template
    • Building a full-featured PDF template
  • Creating DOCX templates
    • Embedding merge fields into a DOCX template
    • Embedding basic conditional statements into a DOCX template
    • Iterating through a list or a table in a DOCX template
    • Building a full-featured DOCX template
  • Creating HTML templates
    • Embedding merge fields into an HTML template
    • Embedding basic conditional statements into an HTML template
    • Iterating through a list or a table in an HTML template
    • Building a full-featured HTML template

documents

  • Generating documents
    • Generating documents using the web app
    • Generating documents using the web app (Government)
    • Generating documents using the API
    • Generating documents that expire
    • Setting Digital Signature as a document destination
  • Displaying documents
    • Displaying generated documents internally on demand
    • Displaying generated documents through document IDs
    • Storing generated documents in your own system and displaying them
  • Managing documents
    • Viewing documents
    • Removing documents

workflows

  • Using workflows
    • Creating workflows
    • Editing workflows
    • Launching workflows
    • Filtering workflows
    • Using Digital Signature in a Workflow

for developers

  • Managing API keys
    • Adding, editing and removing API keys
    • Regenerating API keys
    • Storing API keys
    • Specifying API keys in your applications
  • Using the API
    • API endpoints
    • Making API requests
    • Paging through list requests
    • Standard API request and response objects
    • API reference
    • API response codes
    • Python SDK
    • Node.js SDK
    • Generate Document
    • Retrieve Document Information
    • Download Document
    • List Documents
    • Delete Document
    • Launch Workflow
    • List Workflow Statuses
    • Launch Workflow Batch
    • Retrieve Workflow Batch Information
    • List Workflow Batches
    • List Folders
    • Create Template
    • Retrieve Template Information
    • List Templates
    • Retrieve Mail Piece Status
    • Send Digital Signature
  • Using webhooks
    • Adding, editing and removing webhooks
    • Processing webhooks on your server
    • Inkit webhook events
    • Storing webhook secret keys

Performing administrative tasks

You can perform the following administrative tasks associated with your Inkit account in the web app:

  1. Editing your profile
  2. Editing your organization
  3. Using audit logs
  4. Adding two-factor authentication

Updated 8 months ago


Specifying folders when generating documents
Editing your profile