Create a template
Administrator
Template Manager
Now it's time to convert a document into an eDocument (eForm). Please prepare a PDF file.
Upload a PDF file and add components.
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1
Login to eformsign.
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2
Go to the 'Manage templates' menu.
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3
Upload a PDF file.
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4
Drag and drop components onto the document.
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5
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.
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Approver:
Approves or rejects documents.
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Internal recipient:
Documents are signed by a company member.
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External recipient:
Documents are signed by a member outside of your company such as a contracting party, customer, etc.