How To Use
Sign up
It's easy to sign up on eformsign.
- Your name
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Email
: An authentication mail will be sent to the email address.
- Company name
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Contact
: Enter either a mobile or home phone number.
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Country
: Select the country in which the company is located in (the current location will be automatically set).
Only the admin can access all the menus. Members have access to a limited number of menus according to the access granted by the admin.
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1
New document
: Shows the menus in which you can create a document by uploading a file from your computer or selecting a template uploaded to eformsign.
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2
Drafts
: Shows the list of documents saved as draft when creating a document by accessing the New from my file menu.
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3
Documents
: Can look up the document lists and each document’s status and history.
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4
Manage documents
: Document managers (selected for each template) can manage and check documents.
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5
My signature
: Can register one’s signature
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6
Manage templates
: Can look up uploaded templates.
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7
Manage company
: Can look up and edit company profile and member information.
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8
Integration
: Can store documents on external cloud storages and, create API keys and webhooks.
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9
Billing
: Can change subscriptions, look up real-time billing, and select a payment method.
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10
Usage Status
: Can look up weekly, monthly, and yearly service usage.