{"id":13968,"date":"2025-06-26T17:37:07","date_gmt":"2025-06-26T08:37:07","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=13968"},"modified":"2025-06-26T18:47:35","modified_gmt":"2025-06-26T09:47:35","slug":"whats-new-in-eformsign-june-2025","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/whats-new-in-eformsign-june-2025\/","title":{"rendered":"What&#8217;s new in eformsign: June 2025"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1858\" height=\"982\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2025\/06\/thumbnail_en.png\" alt=\"\" class=\"wp-image-13972\" \/><\/figure>\n\n\n\n<p>Thanks for visiting our June 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=\"template-saving\"><a href=\"#template-saving\" data-type=\"internal\" data-id=\"#template-saving\">[New] Template saving for &#8216;New from my file&#8217;<\/a><\/h2>\n\n\n\n<p>We have added the&nbsp;<strong>&#8216;Save as template&#8217;<\/strong>&nbsp;feature which allows you to save a document created using<strong> &#8216;New from my file&#8217; <\/strong>as a template, enabling you to retrieve all the saved fields and values when creating a new document.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h5 id=\"id-20250312_[\uace0\uac1d]3\uc6d4\uc5c5\ub370\uc774\ud2b8\ube14\ub85c\uadf8-\u2705HowtoCreateandAddCategories\">\u2705 Instructions:<\/h5>\n\n\n\n<ol><li>When creating a document using&nbsp;<strong>&#8216;New from my file&#8217;<\/strong>, click the&nbsp;<strong>&#8216;Save&#8217;<\/strong>&nbsp;button before clicking the&nbsp;<strong>&#8216;Start now&#8217;<\/strong>&nbsp;button.<\/li><li>Click the&nbsp;<strong>&#8216;Save as a template&#8217;<\/strong>&nbsp;option to navigate to the<strong>&nbsp;&#8216;Create template&#8217;<\/strong>&nbsp;screen.<br>\u203bOnce you navigate to the&nbsp;<strong>&#8216;Create template&#8217;<\/strong>&nbsp;screen, you cannot go back to the current screen.<br>\u203bIf you click the<strong>&nbsp;&#8216;Save as a template&#8217;<\/strong>&nbsp;option, you can continue with template creation with the added fields and values intact.<\/li><li>Click the<strong> &#8216;Save&#8217; <\/strong>button to save the file as a template.<br>\u203bYou can view and manage saved templates in the<strong>&nbsp;&#8216;Manage templates&#8217;<\/strong>&nbsp;screen.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1579\" height=\"757\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2025\/06\/save-as-a-template_en.png\" alt=\"\" class=\"wp-image-13985\" \/><\/figure>\n\n\n\n<h5 id=\"id-20250312_[\uace0\uac1d]3\uc6d4\uc5c5\ub370\uc774\ud2b8\ube14\ub85c\uadf8-\u2705HowtoCreateandAddCategories\">\u2705The following data are retrieved:<\/h5>\n\n\n\n<ul><li>Template name and abbreviation<\/li><li>Form design settings and field values<\/li><li>Number of signers and step names<\/li><li>Workflow steps and their properties<\/li><li>Field settings and notification settings<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h5 id=\"id-20250312_[\uace0\uac1d]3\uc6d4\uc5c5\ub370\uc774\ud2b8\ube14\ub85c\uadf8-\u2705HowtoCreateandAddCategories\">\u2705UI\/UX Changes:<\/h5>\n\n\n\n<ul><li>To clarify the distinction between files and documents, the term&nbsp;&#8216;<strong>file&#8217;<\/strong>&nbsp;now refers to the step before creating a document.<ul><li>&#8216;<strong>My saved documents&#8217;<\/strong>&nbsp;is renamed to&nbsp;&#8216;<strong>My saved files&#8217;.<\/strong><\/li><\/ul><\/li><\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"notification-templates\"><a href=\"#notification-templates\" data-type=\"internal\" data-id=\"#notification-templates\">[New] Multilingual notification templates<\/a><\/h2>\n\n\n\n<p>We have added a feature that allows you to compose and manage your notification templates in multiple languages (Japanese and Korean, in addition to English), and choose which language to send to each recipient.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h5 id=\"id-20250312_[\uace0\uac1d]3\uc6d4\uc5c5\ub370\uc774\ud2b8\ube14\ub85c\uadf8-\u2705HowtoCreateandAddCategories\">\u2705 Multi-language managements:<\/h5>\n\n\n\n<ul><li>The seven default notification templates are now available in Korean and Japanese, in addition to English.<\/li><li>You can view and edit them for each language.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1587\" height=\"772\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2025\/06\/multi-language-templates_en.png\" alt=\"\" class=\"wp-image-13987\" \/><\/figure>\n\n\n\n<h5 id=\"id-20250312_[\uace0\uac1d]3\uc6d4\uc5c5\ub370\uc774\ud2b8\ube14\ub85c\uadf8-\u2705HowtoCreateandAddCategories\">\u2705 How to select a notification language for each recipient step when using &#8216;New from template&#8217;:<\/h5>\n\n\n\n<ol><li>Navigate to the<strong>&nbsp;&#8216;Manage templates&#8217;<\/strong>&nbsp;page.<\/li><li>Click the&nbsp;<strong>&#8216;Settings&#8217;<\/strong>&nbsp;button for the desired template.<\/li><li>Navigate to<strong>&nbsp;&#8216;Configure &gt; Workflow&#8217;<\/strong>.<\/li><li>Select a workflow step and click the <strong>&#8216;Edit message&#8217; <\/strong>button under&nbsp;<strong>&#8216;Properties &gt; Notification&#8217;<\/strong>.<\/li><li>On the&nbsp;<strong>&#8216;Edit notification messages&#8217;<\/strong>&nbsp;pop-up displayed, click the <strong>&#8216;+Add language&#8217;<\/strong> button to add a language (Korean, Japanese).<\/li><li>The email title, SMS message, Body, etc. will be displayed in the selected langauge.<\/li><li>View and edit the notification content as desired.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1487\" height=\"697\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2025\/06\/new-from-template-notificaiont-EN.png\" alt=\"\" class=\"wp-image-13988\" \/><\/figure>\n\n\n\n<p>\u203bLanguages added can be selected in the&nbsp;<strong>&#8216;Send document&#8217;<\/strong>&nbsp;pop-up when sending a document using&nbsp;<strong>&#8216;New from template&#8217;<\/strong>. For example, if you add Japanese and Korean, then you can select any one of the two in the<strong>&nbsp;&#8216;Send document&#8217;<\/strong>&nbsp;pop-up before sending a document.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1587\" height=\"778\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2025\/06\/send-pop-up-en.png\" alt=\"\" class=\"wp-image-13991\" \/><\/figure>\n\n\n\n<h5> \u2705 How to select a notification language for each recipient step when using New from my file<\/h5>\n\n\n\n<ol><li>Navigate to the&nbsp;<strong>&#8216;New from my file&#8217;<\/strong>&nbsp;page.<\/li><li>Upload a file and navigate to the &#8216;<strong>Add recipients&#8217;<\/strong>&nbsp;step.<\/li><li>Select a workflow step you want and then click the language symbol on the right.<\/li><li>.Select the language you want.<\/li><li>Click the<strong>&nbsp;&#8216;Edit message&#8217;<\/strong>&nbsp;button on the right under&nbsp;<strong>&#8216;Recipient options &gt; Notification&#8217;<\/strong>.<\/li><li>In the&nbsp;<strong>&#8216;Edit notification message&#8217;<\/strong>&nbsp;pop-up displayed, view and edit the content in the selected language.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1394\" height=\"668\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2025\/06\/new-from-my-file-language-EN-1.png\" alt=\"\" class=\"wp-image-13990\" \/><\/figure>\n\n\n\n<p>\u203bThese features are only available to companies created after the June 25th update. Existing companies can have this feature enabled upon request.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"usage-status\"><a href=\"#usage-status\" data-type=\"internal\" data-id=\"#usage-status\">[Enhancement]&nbsp;Usage status page<\/a><\/h2>\n\n\n\n<p>We have added a feature that allows you to view usage data not just by week, month, or year, but also for any<strong>&nbsp;custom date range.<\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul><li><strong>Custom period search:<\/strong><br>Set your own start and end dates to fetch usage stats for your chosen timeframe.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1172\" height=\"714\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2025\/06\/usage-status-period-EN.png\" alt=\"\" class=\"wp-image-13996\" \/><\/figure>\n\n\n\n<ul><li><strong>Daily granularity:<\/strong><br>View usage on a day\u2011by\u2011day basis within your selected period.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1151\" height=\"708\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2025\/06\/usage-status-1-1.png\" alt=\"\" class=\"wp-image-13995\" \/><\/figure>\n\n\n\n<ul><li><strong>Member names in CSV:<\/strong><br>When exporting usage data, the CSV will now include each member\u2019s name<\/li><\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"CSV-download\"><a href=\"#CSV-download\" data-type=\"internal\" data-id=\"#CSV-download\">[Enhancement] CSV download now includes all fields across multiple templates<\/a><\/h2>\n\n\n\n<p>Previously, downloading a CSV for a category or all templates included only the basic fields. With this feature update, if you select multiple templates in one category (or all templates) and generate a CSV, every field from all included templates will be presented as separate columns.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h5>\u2705 Instructions:<\/h5>\n\n\n\n<ol><li>Navigate to a document inbox or the&nbsp;<strong>&#8216;Manage templates&#8217;<\/strong>&nbsp;page and click the Export to CSV file icon on the top right corner.<\/li><li>Select the documents you want to download and the click the <strong>&#8216;Export to CSV file&#8217;<\/strong> button.<\/li><li>Select the drop-down menu under&nbsp;<strong>&#8216;Fields&#8217;<\/strong>&nbsp;in the&nbsp;<strong>&#8216;Export to CSV file&#8217;<\/strong>&nbsp;pop-up.<\/li><li>All the fields in the selected documents will be displayed. Either select only the fields you want or select them all and then click the&nbsp;<strong>&#8216;Generate&#8217;<\/strong>&nbsp;button to export to a CSV file.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1448\" height=\"837\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2025\/06\/CSV-download-EN.png\" alt=\"\" class=\"wp-image-13997\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"other\"><a href=\"#other\" data-type=\"internal\" data-id=\"#other\">[Other]&nbsp;Usability improvements<\/a><\/h2>\n\n\n\n<p>We have made the following UI\/UX improvements for usability.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>1.&nbsp;Change field types:&nbsp;<\/strong>Allows you to&nbsp;change the type of an already-added field when designing forms online.<\/p>\n\n\n\n<h5 id=\"id-20250623_[\uace0\uac1d]6\uc6d4\uc5c5\ub370\uc774\ud2b8\ube14\ub85c\uadf8-Instructions\">\u2705 Instructions<\/h5>\n\n\n\n<ol><li>When designing a form, right-click on the desired field and then select the &#8216;Change field type&#8217; option.<\/li><li>Select the field type you want to change to.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1393\" height=\"943\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2025\/06\/change-field-type.png\" alt=\"\" class=\"wp-image-13998\" \/><\/figure>\n\n\n\n<p>\u203b This feature is not available in eformsign for Microsoft Office.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>2. Send in bulk page UI\/UX<\/strong><\/p>\n\n\n\n<ul><li><strong>Enter manually:<\/strong>&nbsp;UI\/UX has been upgraded for usability.<\/li><li><strong>Upload file:<\/strong>&nbsp;clear prompts guide users to input their email or mobile numbers<\/li><\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>We will continue to enhance eformsign with ongoing feature updates to provide a more secure and efficient electronic signature service. Stay tuned for more updates!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Thanks for visiting our June product updates blog. Take a look at what eformsign has been up to this month. [New] Template saving for &#8216;New from my file&#8217; We have added the&nbsp;&#8216;Save as template&#8217;&nbsp;feature which allows you to save a document created using &#8216;New from my file&#8217; as a template, enabling you to retrieve all [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":13972,"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\/13968"}],"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=13968"}],"version-history":[{"count":15,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/13968\/revisions"}],"predecessor-version":[{"id":13999,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/13968\/revisions\/13999"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media\/13972"}],"wp:attachment":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media?parent=13968"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/categories?post=13968"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/tags?post=13968"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}