Create a document
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
Login to eformsign.
Go to the 'New document' menu.
Select a template to create a document from.
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.
: Displays the documents created by you. Also displays the documents in the workflow that have yet to be completed, but participated by you.
: Displays the documents you need to respond to. Also displays the documents sent to external recipients in which you are waiting for a response.
: Displays all the documents you have participated in.