{"id":12794,"date":"2023-05-25T10:26:48","date_gmt":"2023-05-25T01:26:48","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=12794"},"modified":"2023-12-20T17:31:20","modified_gmt":"2023-12-20T08:31:20","slug":"whats-new-in-eformsign-may-2023","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/whats-new-in-eformsign-may-2023\/","title":{"rendered":"What&#8217;s new in eformsign: May 2023"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1189\" height=\"629\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/05\/2022.04.png\" alt=\"\" class=\"wp-image-12795\" \/><\/figure>\n\n\n\n<p>Thanks for visiting our February product updates blog. Take a look at what eformsign has beenThanks for visiting our May product updates blog. Take a look at what eformsign has been up to this month.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"revamped-dashboard\"><strong>1.\u00a0<a href=\"#revamped-dashboard\" data-type=\"URL\">[New] Check out our revamped dashboard!<\/a><\/strong><\/h2>\n\n\n\n<p>The eformsign dashboard has been revamped!<br>With the new dashboard UI, you can now view your most important templates (favorited, most recently used, and most recently uploaded) on the dashboard, allowing you to create documents from templates with a click of a button!<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"3091\" height=\"1932\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/05\/new-dashboard-en.png\" alt=\"\" class=\"wp-image-12798\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator\" \/>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 id=\"hyperlink-field\"><strong><a href=\"#hyperlink-field\" data-type=\"URL\">2. [New]\u00a0Try out our new hyperlink field!<\/a><\/strong><\/h2>\n\n\n\n<p>You can now add hyperlinks in Web Form Designer with our new hyperlink field. If the hyperlink is linked to a web address, the page opens with a new tab or window.<\/p>\n\n\n\n<p>Instructions:<\/p>\n\n\n\n<ol><li>Drag &amp; drop a hyperlink field onto the document and go to the field properties on the right.<\/li><li>Enter the text to display and the address of the hyperlink.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/05\/hyperlink-EN-GIF.gif\" alt=\"\" class=\"wp-image-12799\" \/><\/figure>\n\n\n\n<p>*&nbsp;Note that if you leave &#8220;Text to display&#8221; blank in field properties, then what you enter in &#8220;Address&#8221; will automatically be entered there.<\/p>\n\n\n\n<hr class=\"wp-block-separator\" \/>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 id=\"create-stamp\"><strong><a href=\"#create-stamp\" data-type=\"URL\">3.\u00a0[New]\u00a0Create stamps online!<\/a><\/strong><\/h2>\n\n\n\n<p>The create stamp feature has been added. You can now create stamps in eformsign without the need to scan or upload an image of the stamp.<\/p>\n\n\n\n<p>Instructions:<\/p>\n\n\n\n<ol><li>Go to&nbsp;<strong>My signature<\/strong>&nbsp;&gt;&nbsp;<strong>Stamp<\/strong>&nbsp;&gt;&nbsp;<strong>Edit<\/strong>&nbsp;to create a personal stamp or go to&nbsp;<strong>Manage company<\/strong>&nbsp;&gt;&nbsp;<strong>Manage company stamp<\/strong>&nbsp;&gt;&nbsp;<strong>Add company stamp<\/strong>&nbsp;&gt;&nbsp;<strong>Register<\/strong>&nbsp;&gt;&nbsp;<strong>Create stamp<\/strong>&nbsp;to create a company stamp.<\/li><li>Create a name for the stamp and choose the date format, additional info, stamp color, and then click the&nbsp;<strong>Generate stamp<\/strong>&nbsp;button.<\/li><li>Choose one of the stamp styles and click the&nbsp;<strong>Save<\/strong>&nbsp;button.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/05\/create-stamp-EN-GIF.gif\" alt=\"\" class=\"wp-image-12800\" \/><\/figure>\n\n\n\n<p>*If you choose a stamp style with a date, today&#8217;s date is applied to the stamp.<\/p>\n\n\n\n<hr class=\"wp-block-separator\" \/>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 id=\"radioandcheck\"><strong><a href=\"#radioandcheck\" data-type=\"internal\">4.\u00a0[Enhancement]\u00a0Try out our new and improved check and radio fields!<\/a><\/strong><\/h2>\n\n\n\n<p>Check and radio fields have been enhanced. When adding check and radio fields, the placeholder text is no longer displayed by default. However, you can still manually enter placeholder text in the field properties on the right.<\/p>\n\n\n\n<p>Additionally, you can now choose to align the check\/radio box to the right\/left of text.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/05\/Check-alignment-EN-GIF.gif\" alt=\"\" class=\"wp-image-12801\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator\" \/>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 id=\"autofit\"><strong><a href=\"#autofit\" data-type=\"internal\">5.\u00a0[New]\u00a0Try out our autofit text feature for text and multiline fields!<\/a><\/strong><\/h2>\n\n\n\n<p>The Autofit text feature has been added for text and multiline fields. This feature, which can be set in the field properties, allows you to limit character count to fit the text field, resize font to fit the text field, and set the character limit for each text and multiline field.<\/p>\n\n\n\n<p>Instructions:<\/p>\n\n\n\n<ol><li>Drag &amp; drop a text\/multiline field onto the document and go to the field properties on the right.<\/li><li>Go to&nbsp;<strong>Autofit text<\/strong>&nbsp;and choose from the three options available. Note that choosing &#8220;Limit character count to fit the text field&#8221; disables all other options.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/05\/auto-fit-EN-GIF.gif\" alt=\"\" class=\"wp-image-12802\" \/><\/figure>\n\n\n\n<p>*Note that if you select&nbsp;<strong>Custom<\/strong>&nbsp;for the input type, all options other than the&nbsp;<strong>Resize font to fit the text field<\/strong>&nbsp;option are disabled.<\/p>\n\n\n\n<hr class=\"wp-block-separator\" \/>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 id=\"custominput\"><strong><a href=\"#custominput\" data-type=\"internal\" data-id=\"#custominput\">6.&nbsp;[Enhancement] Select custom input type for text and multiline fields<\/a><\/strong><\/h2>\n\n\n\n<p>The&nbsp;<strong>Select custom input type<\/strong>&nbsp;has been added for text and multiline fields. This feature allows you to select additional input types as well as create a custom input type by creating a rule.<\/p>\n\n\n\n<p>Instructions:<\/p>\n\n\n\n<ol><li>Drag &amp; drop a text\/multiline field onto the document and go to the field properties on the right.<\/li><li>Go to&nbsp;<strong>Input type<\/strong>&nbsp;and select, &#8220;Custom&#8221;.<\/li><li>Go to&nbsp;<strong>Select custom input type<\/strong>&nbsp;and click on the drop-down menu to select one of the input types available, or select&nbsp;<strong>Create input type<\/strong>&nbsp;and create a custom type by creating a rule in the field below.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/05\/custom-input-EN-GIF.gif\" alt=\"\" class=\"wp-image-12803\" \/><\/figure>\n\n\n\n<p>*You can find the rules to enter by hovering over the question mark symbol next to&nbsp;<strong>Select custom input type<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator\" \/>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 id=\"doc-download\"><strong><a href=\"#doc-download\">7.&nbsp;[Enhancement]&nbsp;The document download feature is now better than ever!<\/a><\/strong><\/h2>\n\n\n\n<p>The document download feature has been enhanced and is applied to the&nbsp;<strong>Completed<\/strong>&nbsp;and&nbsp;<strong>Bulk send<\/strong>&nbsp;inboxes, the&nbsp;<strong>shared folder<\/strong>, and the&nbsp;<strong>Manage documents<\/strong>&nbsp;page.<\/p>\n\n\n\n<p>You can now download PDF and CSV files by clicking the Download button and Export to CSV button, respectively.<\/p>\n\n\n\n<p>Furthermore, you can now view the list of CSV files ready to be downloaded by clicking the&nbsp;<strong>View<\/strong>&nbsp;<strong>CSV files<\/strong>&nbsp;button.<\/p>\n\n\n\n<p><strong>How to download PDF&nbsp;files<\/strong><strong>:<\/strong><\/p>\n\n\n\n<ol><li>Go to the Completed&nbsp;and&nbsp;Bulk send&nbsp;inboxes, the&nbsp;<strong>Shared folder<\/strong>Manage documents&nbsp;page&nbsp;and click the PDF download icon.<\/li><li>Select the documents you want by ticking the check boxes to the left of the document list.<\/li><li>Click the&nbsp;<strong>Download<\/strong>&nbsp;button.<\/li><li>In the&nbsp;<strong>Download<\/strong>&nbsp;pop-up displayed, check whether to include the audit trail certificate and then click the&nbsp;<strong>Download<\/strong>&nbsp;button.<\/li><\/ol>\n\n\n\n<p><strong>How to download CSV&nbsp;files<\/strong><strong>:<\/strong><\/p>\n\n\n\n<ol><li>Go to the<strong>&nbsp;Completed<\/strong>&nbsp;and&nbsp;<strong>Bulk send<\/strong>&nbsp;inboxes, the&nbsp;<strong>Shared<\/strong>&nbsp;folder, or<strong>&nbsp;<\/strong><strong>Manage documents<\/strong>&nbsp;page&nbsp;and click the CSV download icon.<\/li><li>Select the documents you want by ticking the check boxes to the left of the document list.<\/li><li>Click the&nbsp;<strong>Export to CSV file<\/strong>&nbsp;button.<\/li><li>In the&nbsp;<strong>Export to CSV<\/strong>&nbsp;file pop-up displayed, select the columns you want to download and the range of of documents (just the selected ones or all results).<\/li><li>Click the&nbsp;<strong>Export<\/strong>&nbsp;button.<\/li><li>Enter a name for the file to be generated and click the&nbsp;<strong>Confirm<\/strong>&nbsp;button.<\/li><li>Once the CSV file is generated and ready for download, click the CSV files icon to open the&nbsp;<strong>CSV files<\/strong>&nbsp;pop-up to download the file.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1280\" height=\"720\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/05\/download-doc-EN-GIF.gif\" alt=\"\" class=\"wp-image-12804\" \/><\/figure>\n\n\n\n<p>*Note that CSV files are available for download for 7 days after they are generated, and are automatically deleted after.<\/p>\n\n\n\n<p>*When downloading files in the&nbsp;<strong>Bulk send<\/strong>&nbsp;inbox, you download documents by selecting the documents you want and then clicking the&nbsp;<strong>Download<\/strong>&nbsp;(for PDFs) or<strong>&nbsp;Export to CSV file<\/strong>&nbsp;(for CSVs) buttons.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Thanks for visiting our February product updates blog. Take a look at what eformsign has beenThanks for visiting our May product updates blog. Take a look at what eformsign has been up to this month. 1.\u00a0[New] Check out our revamped dashboard! The eformsign dashboard has been revamped!With the new dashboard UI, you can now view [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":12795,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[164,165,154,155],"_links":{"self":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/12794"}],"collection":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/comments?post=12794"}],"version-history":[{"count":10,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/12794\/revisions"}],"predecessor-version":[{"id":13233,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/12794\/revisions\/13233"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media\/12795"}],"wp:attachment":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media?parent=12794"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/categories?post=12794"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/tags?post=12794"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}