Tips and Tricks: Inviting members in bulk and downloading the list of members

Inviting Members in Bulk

Sometimes you want to invite multiple members in bulk using an Excel file and adding their information at the same time. This way, you neither have to add members one by one nor enter their information one by one. This is especially helpful if there are many members in your company.

Instructions:

  1. Go to Manage company > Manage members.
  2. Click the Bulk-invite button at the top right corner of the page.
  3. Click Download Excel file for bulk-invite and open the file.
  4. Select all the cells and then right-click -> click ‘Format Cells…’ -> click ‘Text’ under ‘Category’.
  5. Enter or copy and paste the necessary information and save the file.
  6. Upload the file and click the Send button to send the invitation to all the members.
  7. All the members that accepted the invitation will become members and have their information filled out.

Downloading the List of Company Members

Sometimes you want to get a list of all the members in your company and their information such as name, email, and mobile number. However, viewing them one by one can be too cumbersome and time-consuming, especially if your company has many members. Well, good news! In eformsign, there’s a feature for downloading the entire list of members in your company. The file is in Excel format and you can download the member list for each members status: active, inactive and invited.

Information included in the file

  • Member name, email, country number, mobile number, phone number, department name, member position, and member status.

Instructions:

  1. Go to Manage company > Manage members.
  2. Select a status tab (ActiveInactive, and Invited).
  3. Click the Download member list button (Excel icon) to download the Excel file of the member list.
2022-12-22