Creating and Managing Templates

A document was completed right after creating a document from a template. How do I send a review and sign request to a customer?

This occurred because the workflow was never set for the template. When configuring a template, make sure to set the workflow with participants and/or reviewers.

How do I set the workflow order?

Review and sign request emails (or text messages) are sent in the order of the workflow.

Hence, in the workflow, make sure to set the order of the participants in the order in which you want them to receive the emails.

Example:
1. When you send a review and sign request, then the document will be sent to the first participant.
2. After the first participant signs the document, then the document will be sent to the second participant.
3. After the second participant signs the document, then the document will be third participant.
4. When the document is completed after going through all the workflow steps, each participants will receive a copy of the completed document and audit trail certificate.

*Notes
You can select up to 30 participant.

You cannot have participants sign concurrently, regardless of the participant order.

>Learn more about eformsign workflows

I am resending a document. How do I set a document password for it?

Go to Template settings > Configure > Workflow and click on a participant or reviewer step. Then, on the right, go to the Set document password option and tick the Verification method check box. Now, the document recipient in that step will have to enter a password in order to open the document. If you have already sent a document without setting this option in the template, then the document recipient can open the document without entering a password.

Can you create a template from a Microsoft Office file?

Yes. There are two ways you can create a template from a Microsoft Office file.

Click Manage templates in the eformsign sidebar menu and upload the Microsoft Office file you want to create a template out of.

Another way is to install Form Builder provided by eformsign and add components to a Microsoft Office file and upload it to eformsign.

Form Builder can be installed in Microsoft Office 2010 or later in Windows PC, and you can download it by clicking Download eformsign form builder.

Can you replace/modify the file of a template?

Yes.

1. Templates created using Web Form Designer: To change the file of a template, click the template settings icon (gear icon) of the desired template in Manage templates and right-click on the document in the Design form page. Then, click Replace file to select the file you want as the replacement. The new file will be applied and the components, workflow, etc. of the template will remain unchanged.

2. Templates created using Form Builder: Download the Microsoft Office file of the desired template in Manage templates. Then, modify the file and upload it by clicking the Upload button in Word/Excel/PowerPoint and click the template you want to replace/modify. The file will be changed with all the existing configurations remaining unchanged.

What is the label field?

It is a field that gets the value entered in the field.

In an Excel cell with a formula to calculate the sum of the costs entered in each component, it is useful when you want to extract the value entered in that cell as data and download it as a csv.

You can enter data in advance and make it not editable.

Can you create templates via API integration?

No. You can only create templates in eformsign.

However, through embedding, you can make it so that the template creation screen can be used in the customer’s screen.

 

>View the API manual

Is it possible to have members come to my company’s homepage and fill out forms there?

Yes, this is possible through embedding.

For more information, refer to the API documentation.

I cannot see a template I was using in the ‘New from template’ page.

A template you were using may not been shown due to the following reasons.

①The document expiration set for the template has expired.

②The maximum number of documents that can be created has exceeded.

③A template manager has deactivated the template.

Please contact the company administrator or a template manager of the company you belong to.

Can I upload and use an existing document file?

The following are the file formats that can be uploaded to eformsign: PDF, Word, Excel, PowerPoint, and image files). The maximum allowable file size is 9MB.

*The HWP file format is to be supported.

Can I attach a file when creating a document?

Yes. 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.

Is there a limit to the number of steps in a workflow?

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

However, there can only be a maximum of 30 participant steps.

What steps can exist in a workflow?

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

  • Participant: This recipient can fill in and sign documents.
  • Reviewer: This recipient can only approve and reject documents.
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 which are Participant and Reviewer.
  • Status: “Status” indicates the status of the step in which a document is currently in such as In progress, Completed, and Voided.
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 New from template.

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: Before opening a document, the signer must enter the PIN sent to his/her email address.
  • Password verification: Before opening a document, the signer must enter the password set by the document creator.
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.

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.

> Read more

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.

  • Logical functions: IF, AND, OR, IFS
  • Math/trigonometric functions: ABS, MOD, PI, RADIANS, ROUND, ROUNDDOWN, ROUNDUP, SUM, TRUNC, SIN, COS, TAN
  • Statistical functions: AVERAGE, COUNT, COUNTA, MAX, MIN
  • String manipulation functions: LEFT, MID, RIGHT, LEN, LOWER, UPPER, SEARCH
  • Search/Matrix Functions:: MATCH, HLOOKUP, VLOOKUP