Do you find yourself keying in the same set of information (e.g. name, contact number, email, etc.) repeatedly into different forms?
The e-doc Autofill feature fills in information automatically according to the information that the user has used previously.
Autofill extracts information from the data saved in your local hard disk drive.
How Autofill Works in eformsign?
The automation rule fills up a user’s contact information onto eForm
Configure the settings to capture the department, person-in-charge, contact details, etc
Captures recent input data to fill up eForm
The date will be automatically filled up on eForm based on the creation date
Configuring eformsign Autofill
User Info. / Group Info. / Recent Input Data
Sign in to eformsign.
Launch the main eformsign menu.
Go to 'Manage templates' and select the template you want to configure.
Click on the "Setting" icon, select "Fields" from the left menu.
Set the "Data source" to the desired value.
Autofill for user's name and signature date
Use User, Date component when creating the document with form builder.
Select the desired type on each property.
FAQs on AutoFill
What writer's information is available for autofill?
Information that can be auto-filled is the member information stored in eformsign.
You can register the ID, name, department, job title, phone number, mobile phone number, etc. for each member in Manage company > Manage members.
Can I automatically enter the date of the signature?
In the Form Builder(your Excel, Word, PowerPoint), you can use the 'Date' Component to automatically enter the date of the moment you sign.
You can place the 'Date' component where the signed date should be entered,
then select 'Last modified date of the content' in the Component Properties > Date Type, and enter the ID of the signature component in the document.
Can I autofill 'recent input value' in mass creation?
Yes, when 'Recent input value' autofill is set in the Template settings > Field, the lastest input value is automatically entered even when mass creation is made.