Create a template
Now it's time to convert a document into an eDocument (eForm). Please prepare a PDF file.
Upload a PDF file and add components.
Login to eformsign.
Go to the 'Manage templates' menu.
Upload a PDF file.
Drag and drop components onto the document.
Click 'Preview' to check.
Create a workflow
After adding components, you must create a workflow.
There are three different types of steps you can add to a workflow.
Approves or rejects documents.
Documents are signed by a company member.
Documents are signed by a member outside of your company such as a contracting party, customer, etc.