This occurred because the workflow was never set for the template. When configuring a template, make sure to set the workflow with recipients.
This occurred because the workflow was never set for the template. When configuring a template, make sure to set the workflow with recipients.
Go to Template settings > Configure > Workflow and click on a participant or reviewer step. Then, on the right, scroll down to Identity verification and tick the Require document password 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.
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 the Microsoft Office add-in (Form Builder) provided by eformsign and add fields to a Microsoft Office file and upload it to eformsign.
The add-in can be installed in Microsoft Office 2010 or later in Windows PC, and you can download it by clicking Download form builder.
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.
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.
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.
Yes, this is possible through embedding.
For more information, refer to the API documentation.
A template you were using may have 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.
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.
Yes. If you use the attachment field, you can attach a file when creating a document.
You can attach image files and PDF files, and the attached files are appended to the last page of the document.
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.
The default workflow consists of Start and Complete steps. You can add three more types of steps as follows.
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.
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.
If you cannot find a previously used template, then one of the following may be the cause.
In such cases, please contact the template manager or the admin of the company that your account belongs to.
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.
The “check” field is used for selecting one or more items among multiple items to choose from while the “radio” field is used for only one item among multiple items to choose from.
When using the “radio” field, you must have the same field ID for all items to be able to select just one item.
The following is the list of supported Excel formulas and functions.