Using eformsign

Can form builder be installed only on a Windows PC?

eformsign Form Builder is only available on Windows PC. You need Windows 7 or higher operating system and MS Office 2010 or higher to use Form Builder without problems. However, once you have created and uploaded an e-form, you can use this form regardless of your device or operating system, including PC, tablet, and smartphone.

Does my client 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.

Are eformsign’s e-signatures legally-binding?

E-signatures are legally binding in the vast majority of countries around the world, and the rest are implementing its legality in phases.

eformsign’s E-signatures are legally-binding for individual-individual and corporation-individual matters. As well, it provides various additional features for non-repudiation.

  • USA: E-signatures based on PKI standards carry the same weight and legal effect as wet-ink signatures, and there are many cases of increasing the reliability of e-signatures through identity verification or authentication services.
  • South Korea: E-signatures based on PKI standards have a strong legal status, and their legality is not discriminated against.
  • EU: E-signatures are categorized into qualified electronic signatures, advanced electronic signatures, and general electronic signatures, and their legal status is applied accordingly, corresponding to the characteristics of each type of document.
  • Japan: With the existence of a specific verification system, a stronger legal effect is given to E-signatures authorized by the state for each type of task.
What’s the difference between an E-signature and digital signature?

An E-signature is a signature in an electronic format that replaces the role of a traditional wet ink signature. When signing electronically, you must go through a verification process that proves that the signer is him/herself just like when a person signs in the traditional wet signature method.

When verifying one’s identity, email, social security number, password, phone number, and digital certificate are used as a means of identity verification.

Typically, E-signatures go through a 1-step verification process, but users can choose to have a 2-step verification process according to user-defined settings. This results in a more secure and reliable identity verification.

A digital signature is a type of E-signature that differs from E-signature in that it goes through a specific method of identity verification. A digital signature uses a certificate-based digital ID to verify the signer’s identity and proves the authenticity of the signature in a document through encryption.

While a digital signature has the advantage of being more legally-binding, its disadvantage is that all the people signing electronically must have a digital signature issued to them in order to sign.

Can I attach a file when creating a document?

If you use the attachment component in the form builder, you can attach a file when creating a document.

You can attach image files and PDF files, and the attached files are appended at the last page of the document.

Does eformsign have mobile apps?

You can download the eformsign app on iOS App Store and Google Play.

What is eformsign Form Builder?

The form builder is a tool for creating electronic forms to be used in eformsign. It is used for transforming existing paper forms such as application forms, contracts, and agreements to electronic forms that can be inputted into PCs, tablets, and smartphones, and then uploading them to eformsign.

When is a document counted as a created document?

A document is counted as a created document when it is available to be opened in Document Box.

Hence, the document count is incremented when a document is saved in eformsign by clicking “COMPLETE” or “SAVE DRAFT” at the top right corner of the screen after creating a document in the “New Document” menu.

In other words, a document is counted as a created document after completing the document creation process, going through the configured workflow.

Can I cancel an approval request in the case where I submitted a wrong approval request?

Yes. Please select “CANCEL REQUEST” in the “Pending Request” menu. In the case where it’s not possible to cancel a submitted approval request, you can cancel as shown below.

  1. When a document is in “COMPLETE” status: Submit a deletion request for the document by clicking “REQUEST DELETION” in the “Pending Request” menu, and then submit a new approval request in the “New Document” menu.
  2. When a document is not in “COMPLETE” status:
    1. In the case of document creators: You can cancel approval requests in the “Pending Request” menu of Document Box until the created document is received. If the request is already received by the approver, you can retrieve the document by clicking “REQUEST REJECTION” and then request approval again.
    2. In the case of internal users: You can cancel approval requests in the “Pending Request” menu of “Document Box”. If the request is processed by the internal user, then request rejection to retrieve the document and then request approval again.
Is there a limit to the number of steps in workflow?

There is no limit to how many steps you can add in a workflow.

What steps can exist in a workflow?

The default workflow consists of Start and Complete steps. You can add three more types of steps as follows.

  • Approval: Step in which an approver can approve or decline the document submitted by the document creator.
  • Internal User Process: Step in which an internal user can approve or decline the document submitted by the document creator.
  • External User Process: Step in which a third party user who is not a member of the company can sign or approve.
What happens to rejected documents?

When a document is rejected, the document returns to the “Start” step or the “Internal User Process” step. The content of the document also returns to what it was in the “Start” step or the “Internal User Process” step. If returning to the “Start” step, the content returns to what it was when the creator first completed the document. If returning to the “Internal User Process” step, the content returns to what it was when the approver first received the approval request. The document status is indicated as “Approval Declined”, and if an email notification is set, then a notification is sent to the creator and the approver of the previous step stating that the approval has been declined.

What’s the difference between a “step” and “status” of a document?
  • Step: “Step” indicates a step that is set in a workflow. Based on the needs of each workflow in the form of START-COMPLETE, you can add different steps including Approval, Internal User Process, and External User Process.
  • Status: “Status” indicates the status of the step in which a document is currently in. For example, the document status of an approval step may be “Approval Requested”, “Approval Declined”, etc. As well, you can add the status for the temporary storage period in Template Settings. Just simply click the gear icon in the desired template in “Template Management” -> click “Workflow” -> click an internal process -> tick the “Status Setting” checkbox under the “Properties” on the right, and then type in the desired status and save. This allows to temporarily save the document in the desired state when creating a document.
What is template “deployment”?

Deploying a template is the action of publishing a template so that documents can be created out of that template. When deploying a template, the user registered as the creator of the template can create new documents from that template in the “New Document” menu.

Is it possible to verify the signer’s identity?

In eformsign, when requesting a signature from a signer, you can set multiple levels of authentication to verify that the signer really is him/her.

  • Email verification: Request a signature via the signer’s email. Only the owner of the email can sign.
  • Password verification: Requests the signer to enter the preset password when the signer opens the document.
  • Mobile phone identity verification: The document can be opened after verifying the identity of the signer’s mobile phone.
I cannot find a previously used template in the “New Document” menu.

If you cannot find a previously used template, then one of the following may be the cause.

  1. The creation period of the template may have expired.
  2. The number of templates that can be created may have exceeded.
  3. The template manager may have deactivated the template.

In such cases, please contact the template manager or the admin of the company that your account belongs to.

I made changes to a template, but the changes aren’t applied when creating a new document out of it.

To be able to create a new document out of an updated template with the changes applied, you need to deploy the template first.

If you do not deploy a template after making changes to it, then the changes may not be applied to the template.

Templates that have been changed but not yet deployed are indicated with a red dot right above the template name in the “Template Management” menu.

You can deploy a template by clicking the “see more” button (︙) and then selecting “Deploy”.

Changes are applied only to documents created after the template is deployed.

It takes too much time to execute the form builder in Excel.

OZ in Excel pre-checks “Used Range” during conversion to execute the contents of a spreadsheet. If you arbitrarily resize rows or columns, it may take quite some time to recognize the entire resized area as a used area for conversion. In such a case, you can decrease the conversion time using the following method.

  1. Select all the empty cells of the first row in the created document.
  2. Drag the vertical scroll bar on the right with a mouse until it is at the bottom and then select the last row while pressing on the shift key (select range).
  3. Right-click on the row and select the delete menu to delete the entire selected rows.
  4. Delete the columns using the same method.
  5. Save the document and execute it again.
The page count of an Excel document is different in the form builder.

When the form builder is used in Excel, the preview screen that appears when clicking “Execute” in the form builder is generated based on the print area set in the “Print Area” menu under “PAGE LAYOUT”.

If the page count is different than what you expected when executing the builder, then please change the print area.

I can’t see the shapes added to my document in eformsign.

You can see the shapes you added to your Word or PowerPoint document in eformsign. However, this is not the case in Excel as it does not support shape conversion.

If you need to use shapes, please use Word or PowerPoint.

What’s the difference between the check component and the radio component?

The “check” component is used for selecting one or more items among multiple items to choose from while the “radio” component is used for only one item among multiple items to choose from.

When using the “radio” component, you must have the same component ID for all items to be able to select just one item.

When I execute a document on the form builder, the document appears differently than shown on the Microsoft Office program.

A document created on a Microsoft Office program may appear differently when executed on the form builder. This is because of the difference in the composition and method in which documents and electronic documents are displayed on the screen.

For example, there may be instances where after executing the builder, the font looks the same but the text width looks different, resulting in different line breaks.

Therefore, it is recommended to frequently check the execution screen when creating a document using the form builder.

Can you use Excel formulas?

The following is the list of supported Excel functions.

  • Arithmetic
  • Operator precedence
  • Sign
  • Cell reference

The following is the list of supported Excel formulas.

  • IF
  • SUM
  • LEFT
  • MID
  • RIGHT
  • MATCH
  • VLOOKUP
  • HLOOKUP
What is the purpose of component IDs?

It is a unique identifier used to identify each component. You can use the component ID to specify the characteristics of each component such as edit restrictions and required fields.

Can you use the form builder on mobile devices as well?

The form builder is a PC program and therefore cannot be used on mobile. To use the form builder on Windows PC, make sure that you have Microsoft Office version 2010 or later.

How do you create a form (template)?

The eformsign form builder must be installed in order to create forms.

To install the form builder, Microsoft Office 2010 or later must be installed in Windows PC. You can download it in the form builder download page.

Can I use the form builder in Office 2003 and 2007?

The form builder can only be used in Microsoft Office 2010 and later versions in the Windows environment. Older versions are not supported.

What are the supported Android and iOS versions?

Android is supported from 5.0 (Lollypop) and later, and iOS is supported from 6.1.6 and later.

I want to know the minimum specifications for using eformsign.

Please refer to the How To Use page for eformsign’s minimum specifications.