Thanks for visiting our December product updates blog. Take a look at what eformsign has been up to this month.
1. [New] Purchase documents & credits and view payment history on mobile?
Now you can purchase documents and credits with a payment card on mobile, in addition to on PC. Additionally, you can view payment history on mobile.
Instructions:
1. Go to the Billing > Plan menu and click the Purchase now button to go to the Purchase now page where you can top up documents or credits.
2. Go to the Billing > Payment history menu to go to the payment history page.
| ❗ Note that subscribing to monthly plans is only available on PCs. ❗ Note that mobile payment is available on mobile web browsers only. |
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2. [New] Quickly create new documents from existing documents?
You can now quickly create new documents from existing ones by importing field data and/or recipient information (e.g. name, email, etc.) of existing documents.
Instructions:
1. Go to a document inbox and click on the Create new document button under the completed document of your choice.
2. In the Create new document options pop-up displayed, choose whether to import document data, important recipient data, or both.
3. Depending on what you choose, you will see that the field data and/or recipient data are automatically filled out, allowing you to quickly create and send documents.
| ❗ Note that you can create new documents from existing ones using New from template in this update. This feature is planned to be applied to New from my file in a future update. |
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3. [New] View completed documents even after their links expire?
Recipients can now view completed documents even after their links expire. Recipients can request to have the document link resent to them and it will be sent to their email/mobile number.
Instructions:
1. Click the View document button and then click the Resend document link button, and the document link will be sent to your email/mobile number
| ❗ Note that a document link can be resent up to 5 times per day, and the Resend document link will be disabled after exceeding the limit and will be enabled after a day. |
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4. [Enhancement] Upload multiple files to a form (Word, Excel, PowerPoint, image)?
In addition to PDF files, you can now upload multiple Word, Excel, PowerPoint, and images files.
