How To Use

Create a document

Administrator Template Manager

Let’s write a document using the uploaded template (writing document is only eligible to members who has gained write access from the template manager). Also, be sure to take a look at how the document is displayed on document boxes.

Create a new document

  1. 1 Login to eformsign.
  2. 2 Move to “Create a Document” menu.
  3. 3 Select the write icon of the template to write.
  4. 4 Create the document and click “Complete” button.

Using Document Boxes

Created documents are stored into three document boxes depending on its status.

eformsign - How To Use, Create a document, Created documents are stored into three document boxes depending on its status
  • Pending Request
    : The document you have participated but not have been completed its workflow is shown.
  • Action Required
    : Any document which you have to respond, or waiting for responses on the external user is stored.
  • All Documents
    : All document which you were involved or taken part is stored.