eformsign Glossary20210801170631

eformsign Glossary

David2021-08-01eformsign Tips
The following are some of the terms commonly used in eformsign. Template Refers to templates of electronic documents us...
Generating and viewing a document number20210729170845

Generating and viewing a document number

David2021-07-29eformsign Tips
You can set a document number for documents created in eformsign. You can set a document number for each template, and ...
Setting required fields in an e-form20210703170913

Setting required fields in an e-form

David2021-07-03eformsign Tips
Only the company administrator or members with the Manage templates permission can perform this act...
eformsign Subscription Guide20210628175730

eformsign Subscription Guide

David2021-06-28eformsign Tips
Thank you for your interest in eformsign. Before subscribing to a paid plan, please see below for information on eforms...
Types of Permissions that Can Be Granted to Members20210602175815

Types of Permissions that Can Be Granted to Members

David2021-06-02eformsign Tips
Types of eformsign permissions You can grant permissions to all members according to their needs (company administrator...
Setting the Document Naming Rule20210531175832

Setting the Document Naming Rule

David2021-05-31eformsign Tips
Only the company administrator or members with the Manage templates permission can perform this action. You can make th...
Hiding sheets/sections of a document when sending20210429175900

Hiding sheets/sections of a document when sending

David2021-04-29eformsign Tips
If you upload an Excel or Word file via the Form Builder Microsoft Office add-in, you can choose to hide sections or sh...
Adding and using my signature20210414175910

Adding and using my signature

David2021-04-14eformsign Tips
By adding your own signature in eformsign, you do not need to manually write a signature every time you need to sign. B...
Changing and Adding Company Information20210315175924

Changing and Adding Company Information

David2021-03-15eformsign Tips
Only the company administrator and members with the Manage company permission can change or add company information. Th...