Check your eformsign usage details – Payment History page improvement

How many documents did I write last month? How many text messages did I send? Do I have to dig through my bills in inbox again..?

Now, you can check all in eformsign.
Look up the new “Payment History” page and check all the details of the last 12 months.

Monthly Payment History

• Payment History : Shows last 12 months of payment history.
• Payment Details: Shows the details of each month’s bill including its period, invoice number, service details, etc.

Monthly Payment Graph

• Shows the actual and total usage fee of the last 12 months on a bar graph.

Minimize repetitive chores. – Autocomplete for ‘Recent input data’

If you have a document which continuously requires you to write in repeatedly, try our new autocomplete feature. This will aid you to focus on the other parts of the paper, resulting in better and faster document.

[Set autocomplete for recently used inputs]
(Prerequisite: Template Management access)

1. Login to eformsign.
2. Click Dashboard menu (≡) > Template Management.
3. Select the settings icon (gear icon) of the desired template to set the option.
4. Click Fields tab.
5. Set the ‘Data source’ of the desired field to ‘Recently Used.’
6. Click ‘SAVE’ button on the right upper corner.

Now let’s create the document. Now the document would automatically fill the components with recently used data (works only on fields with the option enabled)

Finish your document faster than ever. – Disable extra popups

Popups are surely laborious thing when you are in the middle of a hectic schedule.
eformsign now offers the popup disable the feature for the customers who wants to finish the documents in one piece.
By using the ‘disable comment popup’ option, the user may skip all the unnecessary popups on the process of completing the document.

Disable comment popup

(Prerequisite: Template Management access)

1. Login to eformsign.
2. Click Dashboard menu (≡) > Template Management.
3. Select the settings icon (gear icon) of the desired template to set the option.
4. Check ‘Skip comment popup when approving/submitting/completing the document’ option on General tab.
5. Click ‘SAVE’ button on the right upper corner.

Other improvements

• Automatically set external process user’s information: Now on the external user process, the external user’s information can be autocompleted with the external user’s name, email, or contacts based on the prescribed data on the template. Enable ‘Set external user information’ option on Template Settings > Workflow Settings > External User Process.
• Reserved Word options have been added for editing notification message: For notification mail edit, the reserved words for the writer’s phone number, contacts, and document number have been added.
• Mail server replacement and database query call improvement is scheduled.