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.
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.
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.
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.
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.
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.
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.