Sign Up and Account Management

How do I login?

Click the ‘SIGN IN’ or ‘Start eformsign’ button at the top right corner of the eformsign homepage.

Can you make it so that documents created by members in a group can be viewed by all the members in that group?

Yes, you can do that for each template.

You can give a group the document management permission for a template.

To do so, login with the company administrator account and give the document management permission in Template settings > Set permissions > Document management. Now, all the members in the group will be able to view the all the documents created from that template.

> Learn more about eformsign permissions

I am not receiving any emails from eformsign.

1. When using an email service provider – check the spam mailbox
Emails might sometimes be categorized as spam by some email service providers, so please check the spam mailbox. As well, make sure to mark the email as a favorite so that it won’t be in the spam mailbox again. If you are using Gmail, then check whether the email is in the Social or Promotions tab, or the Spam box.

2. When using a groupware
(A) The groupware service’s own spam-out server may recognize eformsign’s emails as spam and refuse to receive emails. In this case, please contact the person in charge of the groupware or the company that uses it and then enable the server to receive emails from eformsign.

(B) If you create an email account from a groupware and using it right it away, it make take some time before emails are received properly. If you still don’t receive emails even after enough time has passed, then please contact the eformsign team.

f you are using an email plugin, you can change the settings so that it doesn’t recognize eformsign emails as spam.

Can you use all features once you subscribe to a plan?

Yes, once you subscribe, you can use all features as well as a variety of additional features.

However, please note that using additional features will generate additional fees (equal to the amount used) in addition to the subscription fee. Also, the API/Webhook feature is not available in the Personal plan.

  • SMS (local): $0.02 USD
  • SMS (international): $0.1 USD / When a notification is sent to an overseas phone number, then it is sent as an international SMS
  • Timestamp: $0.5 USD / Prevents document forgery. Proves that the document has not changed since a certain point in time.
Can you pay by a debit card?

Yes. You can add a debit or credit card as the payment card on eformsign.

However, please note that if you are adding a corporate card, you can add the ones that have the cardholder name on the front of the card, but you can’t add the ones that do not have a cardholder name on the front.

Instead of subscribing to a plan, can I use eformsign by signing a contract (e.g. yearly contract)?

Yes, it’s possible.

For customers with inconsistent monthly usage or those who are unable to add a corporate credit card due to their company’s policy, you can use eformsign via an enterprise contract instead of subscribing to a monthly plan.

For inquiries, please contact eformsign Team.

Please note that an enterprise contract has a pre-payment condition after the issuance of the tax invoice and no refund is available even if you do not use all the documents allowed for the contract time period.

Do I need to pay for my subscription in advance (prepay)?

No. eformsign is a post-pay service. For each type of subscription plan, there are limits to the number of accounts you can create and the number of documents that can be created per month. Additional charges apply when you create documents over the monthly limit or use an *additional option (e.g. timestamp, SMS, etc.). The prices shown in the pricing page are VAT excluded and it may differ for each country.

Are there any restrictions on how long or how many documents can be stored?

No. Documents created or completed using eformsign are stored without any limitations of the storage period or capacity.

However, if you are not subscribed to a paid plan after the free trial is over, there will be some restrictions to features such as downloading documents, and you will only be able to view documents. If you subscribe to a plan within 30 days, you can continue using the existing data.

※Upon completion of a contract, the completed document is also delivered to the email (or KakaoTalk) in which the document was signed and you can view the document there without the need to subscribe to a paid plan.

Will I be subscribed to a paid plan automatically after the free trial period ends?

No. eformsign does not ask for your payment card information in order to sign up for a free trial. Furthermore, even if you add payment card information, you will not be billed or charged until you subscribe to a paid plan.

What is a member?

When a person signs up on eformsign for the first time, a company is created based on the information entered by the person.

The company administrator permission is grant to the account that created the company, and the company administrator can invite members to the company so that he/she can use eformsign together with members. The number of members that can be invited differs according to each paid plan.

How do you delete a member or group?

Only the company administrator can delete a member or group.

Deleting a member
1. Login to eformsign as the company administrator.
2. Go to Manage company > Manage members.
3. 활Click the trash icon at the top right corner.
4. Select the member you want to delete by checking the checkbox next to the member and then click the Delete button.

Deleting a group
1. Login to eformsign as the company administrator.
2. Go to Manage company > Manage groups.
3. Click the trash icon at the top right corner in the Manage groups page.
4. Check the group you want to delete and then click Yes.

*Notes regarding group deletion
✔ You cannot restore a deleted group.
✔ You won’t be able to use any templates used or managed by a group or a member within the group.

I want to switch from the free trial to a paid plan.

Go to Billing > Change plan in the sidebar.

Click on the Subscribe button of the desired plan. If a payment card is not added, then you’ll be directed to the Payment method settings page. After adding a payment card, if you select the desired plan, then your plan will be changed to that plan immediately. Note that if you are already on a paid plan, then the new plan will be applied from the first day of the following month.

If you switch from the free trial to the Personal plan, then all members other than the company administrator will be deactivated. If you switch to a paid plan other than the personal plan, then the number of members activated will depend on the number of members supported by that paid plan.

I want to change my payment card.

Only the company administrator can change the payment card.

Go to Billing > Payment method settings > Add payment method in the sidebar to change the payment card.

If a contract is canceled or rejected, will the number of documents created still be incremented?

Yes. The moment you click the [Send] button after creating a document in ‘New from my file‘ or ‘New from template‘, it will count as a document created. Regardless of whether a contract is canceled or rejected, it counts as a document created, and tis deducted from the number of documents that can be created under your subscription plan.

I do not plan to create any documents for a while. Can I pause my subscription?

There is no feature for pausing a subscription. However, if you want to only store documents after you have stopped your subscription, then contact the eformsign team.

What happens if charges are overdue?

If payment has not been processed because the registered card limit has been exceeded or the card has expired, a payment failure email is sent and payment is retried at regular intervals.

After 1 day has passed since the initial payment failure, the company’s status changes to overdue, and the service use becomes restricted after 7 days have passed.

If you need any help, please contact the eformsign team.

Can you delegate the company administrator role to another member?

Yes.

Go to the Manage company > Company profile menu in the sidebar. Then, click Edit in the Detailed information section and click Delegate role. In the Delegate role pop-up displayed, select a member you want to delegate the role and enter the password. The company administrator role will have been delegated.

When subscribed to a monthly plan, if the number of documents created does not reach the monthly limit, then will the remainder roll over to the next month?

No. eformsign is a monthly subscription service. Hence, even if the number of documents created does not reach the monthly limit, then the remainder will not roll over to the next month.

What is the ‘Analytics and reporting’ submenu under the ‘Integration’ menu for?

The ‘Analytics and reporting’ feature allows you to connect to Google Sheets/Excel, and extract the data entered in your eformsign documents to Google Sheets/Excel and manage the data.

If you select a template you want to connect data with, then the data in the documents created with that template are automatically extracted to Google Sheets or Excel.

Do all data get deleted if you withdraw from a company?

If the company administrator of a company withdraws from a company, then all of the company data including documents and related information are permanently deleted. To withdraw without deleting a company, you must first delegate the company administrator role to a member. If a company is not deleted, then even when you withdraw from that company, the data about the documents you used/handled as a member (document history, messages, etc.) will not be deleted.

How do I close my account? / I want to cancel my subscription.

You can close your account in the link below. Note that when you close your account, all information will be permanently deleted and won’t be recoverable. The service usage fee up to the account closure date will be billed and settled the day after.

 

How to close your account and cancel your subscription

  1. Sidebar menu > See more button (︙) > My profile
  2. Click ‘Delete the eformsign account’ at the bottom of the page.
After closing an account, can you sign up again with the same account?

Yes, you can sign up again with the same account after closing one.

I lost my password. How do I login?

1. Click ‘SIGN IN’ in the eformsign homepage > Click ‘Forgot your password?’ in the login page.
2. Enter your email or ID > Verify via registered email.
3. Check your email for the reset password email and click the link to go to the Reset password page. > Reset your password.

Where can I see my payment history?

You can view your payment history by logging into eformsign and clicking ‘Billing’->’Real-time Billing’ in the sidebar on the left. Note that this menu can be accessed only by the company administrator.

When is the payment date?

Billing and payment for eformsign usage in the previous month (first to last day of the month) are made on the 1st and the 7th day of every month, respectively. Invoices and receipts are sent to the administrator’s email address or to the user’s billing email address.

Do my clients have to sign up for eformsign?

Your client does not have to sign up for eformsign.

 

If you know the client’s mobile number or email address, you can send a signature request link via SMS or email, Once signed, the link will expire and the client will not be able to access the document.

You can also send a copy of the document(e.g. contract) to the client when the document is completed.

Do I need coding skills to use eformsign?

eformsign is a service that allows anyone to easily convert paper documents into electronic documents without coding skills. Anyone who can use Excel, Word, and PowerPoint can create e-documents with eformsign.

Can I switch between paid plans when currently on a paid plan?

Yes, you can. However, you can switch paid plans only once per month.

If you are switching from the free trial to a paid plan, the new plan will take effect immediately.

If you are switching between paid plans, the new plan will take effect from the first date of the following month.

To change your plan, go to Billing > Change plan in the sidebar.

Also, when changing plans, please do it using a PC.

Is it possible to pay for paid plans by cash?

Yes, you can pay for paid plans by cash. Please contact us via the Support page to inquire about the paid plan and payment method you wish to use.

Do paid plans’ user account count include inactive members?

No. Inactive members are not counted.

The user count is the sum of active and invited members of your company.

User count = active members + invited members

Therefore, inactive members are not included in the user count of your company.

What are the accepted payment methods?

The following are the payment methods we currently accept.

  • Visa Online
  • Visa Debit
  • MasterCard Debit
  • Japan Credit Bureau
  • American Express
  • MasterCard Online
  • UnionPay

* eformsign does not store any card information.

I want a refund on my paid plan.

eformsign’s paid plan is billed on a pay-as-you-go basis where you only pay for what you use each month. Since you are billed only for what you use, no refund is available.

However, if there is an overcharge, a refund will be available, and the refund will be paid out in the same method as in payment.

Can I change the account ID or the email address I used to create my account?

The account ID or the email address used when creating your account cannot be changed.

Can multiple users share one account?

According to eformsign’s terms and conditions, only one user per account is allowed.

I did not receive a sign-up confirmation email.

Please check your spam mailbox. If you do not receive an email within 3 minutes, then please click the resend button or try signing up again.