How To Use

Manage and utilize document data

Administrator Document Manager

Most of the documents created in eformsign are the ones that must be archived for a long period of time. eformsign is well-structured so that documents would be safely archived and managed. All documents are stored in PDF/A format which is suitable for long periods of archiving. Only designated managers may lookup the document and its data.

Download PDF file

  1. 1 Login to eformsign.
  2. 2 Go to the 'Manage documents' menu.
  3. 3 Click the download icon on the top right corner of the screen.
  4. 4 Select the documents to download as PDF.
  5. 5 Click the 'Download' button.
  6. 6 Check the 'PDF Download' option.
  7. 7 Click the 'Download' button.

Download CSV file

  1. 1 Login to eformsign.
  2. 2 Go to the 'Manage documents' menu.
  3. 3 Click the download icon on the top right corner of the screen.
  4. 4 Select the documents to download as CSV.
  5. 5 Click the 'Download' button.
  6. 6 Check the 'CSV Download' option and select the columns you want.
  7. 7 Click the 'Download' button.