If you sign in to eformsign and click the hamburger menu(
) on the top left, you will see a side menu as shown below. Each menu may appear differently depending on the permissions you have. (The admin can access to all the menus.)
- New document: Shows the template list where the user can click a template and start to create the e-form.
- Document: Shows the document list that is related to you.
- In progress: View the list of documents you have created or processed that are incomplete.
- Action required: View the list of documents that have been saved temporarily by you, requested by other members for you to sign or approve, or sent to external recipients but have yet to be signed.
- Completed: View the list of completed documents among the documents created by you.
- Manage documents: (Document managers only) Document managers can view all documents created from a template for which they have permission. (The admin can view and manage all the documents.)
- My signature: You can create and save your signature which can be used when signing an e-form.
- Manage templates: (Template managers only) You can view the template list and adjust template settings.
- Manage company: (Company managers only) You can check and edit company information.
- Company profile: You can see and edit the company information.
- Manage groups: You can create a group or edit group information.
- Manage members: You can invite your co-workers and colleagues, edit member information, and grant permissions.
- Manage custom fields: You can enter or edit additional information about your company, group, and members.
- Notification template management: You can view and edit the list of email and SMS notification templates sent by eformsign.
- Integration: (Admin only) You can connect external services to eformsign.
- Cloud storage: You can link your Dropbox, Google Drive, or Box accounts to save the completed documents.
- Analytics & reporting: You can connect your Google Spreadsheet, Office 365 Excel account to save the data entered into the document.
- API / Webhook: You can create, edit, or delete the API and webhook keys to use the eformsign API.
- Billing: You can check your plan and payment history, and change your plan or payment method.
- Usage Status: You can check weekly, monthly, and annual service usage status.
- Download eformsign Form Builder: Office add-ons can be downloaded which is necessary to convert paper documents into e-forms.