Manage and Store eDocuments

Document Archive

The eDoc archive feature helps reduce manual work on archiving e-documents

Reliable eDocuments Storage with Amazon S3

All data in eformsign are encrypted and saved to Amazon S3 (Simple Storage Service); designed for data durability as it automatically creates and stores copies of data in at least 3 different data centers! The data centers are geographically separated and highly secured. For an extra layer of security, a two-factor authentication (2FA) is required to access information at any of the data centers.

Cloud Integration: Google Drive, Dropbox

Fret not if you are using other cloud services, all eDocuments can be saved to privately/company owned cloud service such as Google Drive or Dropbox. However, only completed eDocuments can be saved to third-party cloud services.

How to integrate third-party cloud services

  • Login to eformsign, launch the main menu
  • Navigate to Integration > Cloud Storage Settings
  • Connect by authenticating third-party cloud service, either Google Drive or Dropbox
  • Launch the main menu, navigate to Template Management Menu
  • Select the “Template Settings” icon on the selected template
  • Navigate to “Workflow” and click on “Complete” step
  • Select “Back up in cloud storage” option and save the settings

Only administrators have the rights to make changes to the settings

eDocuments That Last Forever

Afraid that the document would not open up after 5 years?

eformsign saves all eDocuments in PDF/A-1 format, ensuring data preservation. It is an ISO-standardized version of the Portable Document Format (PDF) specialized for the archival and long-term preservation of eDocuments. PDF/A-1 displays the eDocument as it is when it was first created regardless of the user's computer environment or language.

FAQs on Document Archive

  • How do I download the document? open
    Desired documents can be downloaded in PDF format by clicking Download icon on All Documents menu. The document manager may view or download all the accessible document from the Document Management menu.
  • Can someone else see the document that I have created? open
    Only authorized document manager of the company (with given access to the given template) can see or download the document.
  • Can I download documents as CSV format on All Documents Box? open
    You can download CSV file on All Documents Box. Also, admin and designated document managers can download CSV from the Document Management menu.