How To Use

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Getting Started

Knowledge Base Video Manual

Invite members and give access

Invite coworkers and colleagues. With the categorized levels of access, the documents may be managed more securely.

Invite a member

Invite members to use eformsign together. The invitation URL can be sent via email or a cell phone number. (During the free trial, you can invite 9 members. Number of the maximum members vary based on the price plan.)

How to invite a member

Administrator Company Manager
  1. 1 Login to eformsign.
  2. 2 Go to Manage company > Manage members.
  3. 3 Click the 'Invite members' button on the top right corner.
  4. 4 Enter EMAIL/ID for email invitation and SMS or cell phone (text message) invitation.
  5. 5 Click the ‘+’ icon after inserting the email or cell phone number.
  6. 6 Click ‘SEND’ button.

Once the invited member joins eformsign via an invitation link, the company invitation shows up. Once the user accepts the company invitation, the user will be shown as ‘Active’ in Manage company > Manage members.

Set access

The access can be given to each member. In eformsign, there are 5 accesses. Admin holds all 5 of them.

Company Administrator

  1. Access to all menus.
  2. Open, create, and manage all documents.
  3. Ability to transfer the company administrator role to another member.
  4. How to grant the role: As the company administrator, go to Manage company > Company Profile > Click the ‘Delegate Role’ button.

Company Manager

  1. View and edit company, group, and member information.
  2. Edit messages in eformsign email and SMS notification templates.
  3. How to grant the role: As the company administrator, go to Manage company > Manage members > choose a member and then tick the 'Manage company' option.

Template manager

  1. Access to the 'Manage templates' menu.
  2. Upload, edit, deploy, and delete templates.
    • A template manager may not neccessarily be the template owner of a template. Only the template manager who uploaded a template becomes the template owner of that template.
    • If a template manager is not the owner of a template, one can only view and duplicate the template.
  4. How to grant the role: As the company administrator, go to Manage company > Manage members > choose a member and then tick the 'Manage templates' option in the 'Member info' tab.

Creator

  1. Assign document creators to each template.
  2. A document creator of a template can create documents from that template in the 'New document' page.
  3. How to grant the role: As the company administrator or a template manager, go to 'Manage templates' and choose a template > Template settings > Set permissions > Template usage > Group or member > choose the members and groups that can create documents from the template.

Document Manager

  1. Manage documents created from a template.
  2. If a member is assigned as a document manager of a template, then the member can open, delete, download (in PDF & CSV) documents created from that template in the 'Manage documents' page.
  3. How to grant the role: As the company administrator or a template manager, go to 'Manage templates' and choose a template > Template settings > Set permissions > Document management > Groups and members > choose the members and groups that can open, void, or permanently remove documents created from this template.