How To Use

Create and upload the form

Administrator Template Manager

Now it is time to convert the paper document into an eDocument (form).
Form Builder is a crucial prerequisite in order for creating an e-doc form. Please note the minimum requirement for Form Builder before its installation.

Create with the Word

  1. 1 Open the Word file.
  2. 2 Move to OZ in Word ribbon menu.
  3. 3 Select the location to add the input component.
  4. 4 Select the field type.
  5. 5 Adjust the size and location of the component.
  6. 6 Click execute button and check if the component is functioning as intended.
  7. 7 Upload the template by clicking the ‘Upload’ button.

Create with the Excel

  1. 1 Open the Excel file.
  2. 2 Move to OZ in Excel ribbon menu.
  3. 3 Select the cell which to add the input component.
  4. 4 Select the field type.
  5. 5 Click execute button and check if the component is functioning as intended.
  6. 6 Upload the template by clicking the ‘Upload’ button

Create with the PowerPoint

  1. 1 Open the PowerPoint file.
  2. 2 Move to OZ in PowerPoint ribbon menu.
  3. 3 Select the location to add the input component.
  4. 4 Select the field type.
  5. 5 Adjust the size and location of the component.
  6. 6 Click execute button and check if the component is functioning as intended.
  7. 7 Upload the template by clicking the ‘Upload’ button.

Configure the settings of uploaded template

Configure the additional settings such as title, document number, workflow, etc. for the template.

  1. 1 Login to eformsign.
  2. 2 Move to Template Management menu.
  3. 3 Click Template Settings gear icon.
    • General Settings : Can set template’s name, abbreviation, title, document number, etc.
    • Workflow : Can set the workflow (from the beginning to the end) of the document.
    • Field : Can set the field’s default value and autofill values.
    • Document Manager : Can set the members or group whom can manage the written documents.
  4. 4 After all configuration, click ‘SAVE’ button to save the changes.