Template Management

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.

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’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.