How To Use

Create a document

Administrator Template Manager

Let’s create a document using the uploaded template (only members with the Template manager role can create documents). Also, let's take a look at the Documents menus which are 'In progress', 'Action required', and 'Completed'.

Create a new document

  1. 1 Login to eformsign.
  2. 2 Go to the 'New document' menu.
  3. 3 Select a template to create a document from.
  4. 4 Create a document and click the 'Complete' button.

Using the Documents

Created documents are stored in the three Documents (In progress, Action required, and Completed) according to the document status.

eformsign - How To Use, Create a document, Created documents are stored into three document boxes depending on its status
  • 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.