FAQ

CodeBlox document designer software supports full white-label branding including custom logos, color schemes, typography, headers, footers, and watermarks. You upload your fonts and brand assets once and every document generated from your templates reflects your brand identity precisely without any third-party watermarks or generic styling.

Yes. CodeBlox field types support Unicode text input across all text-based field types so your team can capture data in any language. Date, time, and currency field types respect locale settings so the format your team sees matches the regional standard they work with every day without any custom configuration required.

Yes. CodeBlox file management software tracks every version of every uploaded file. When a new version is uploaded, the previous version is retained and accessible so your team can always retrieve an earlier version of a contract, report, or document without relying on manual naming conventions or personal backup folders.

Yes. CodeBlox field types support configurable validation rules including required fields, format validation, minimum and maximum values, character limits, and regex patterns. Your field types setup enforces data quality at the point of entry so your team never has to clean up records after the fact or deal with downstream errors caused by invalid input.

CodeBlox includes a dry-run mode that lets you test every workflow against real data without making any actual changes. When you create workflows in CodeBlox, you can trigger a test run, review the full execution trace, verify the output at every step, and only deploy to production when you are confident the workflow produces the result you intended.

Yes. CodeBlox Calendar View supports drag and drop rescheduling directly on the calendar surface. When a team member moves an event, the underlying record updates immediately and all connected workflows, notifications, and dependent records are updated automatically without any manual follow-up required.

Yes. CodeBlox document designer software integrates natively with DocuSign, Adobe Sign, and HelloSign. Once a document is generated, your team can send it for signature in one click, track signature status from within the record, and store the signed version back in CodeBlox automatically so the entire sign and return workflow happens without leaving your platform.

Yes, with some constraints. CodeBlox supports safe field type conversions between compatible types. The platform shows you a preview of how existing data will be transformed before you confirm the change so your field types migration is always informed and reversible if the conversion does not produce the result your team expected.

Card View reads and writes through the REST API, webhooks, and more than 200 native integrations. Data moves between CodeBlox and external systems without manual exports or middleware.

CodeBlox data import supports CSV, Excel, JSON, and direct API ingestion. Whether your data lives in a spreadsheet, a legacy database export, or a third-party platform, the data import engine handles the most common formats your team works with so you can get records into CodeBlox without converting files or building a custom integration.

Yes. CodeBlox data import supports scheduled recurring imports from connected sources including CSV file drops, API endpoints, and integrated platforms. Your team can set the frequency, the field mapping, and the duplicate handling rules once and let the data import run automatically on the schedule your operations require without any manual intervention.

Every change is logged with the user, timestamp, prior state, and IP address, and the log exports to a SIEM. Configurations are versioned, so any earlier setup can be restored.

Visibility follows the existing role-based access model. Each user sees and edits only the records their permissions allow, scoped automatically, so administrators do not maintain a separate permission list for the board.

Most charts are configured in a few minutes. Data source, grouping, measures, and filters are set visually with live previews, and no engineering work or migration is required.

CodeBlox data import includes configurable duplicate detection based on any field or combination of fields you designate as a unique key. When a duplicate is detected, you can choose to skip, update, or merge the incoming record with the existing one so your workspace stays clean and your reports stay accurate after every import run.