How To Use

Contents

Getting Started

User Guide Video Manual

Manage and utilize document data

Administrator Document Manager

Most of the documents created in eformsign are the ones that must be archived for a long period of time. eformsign is well-structured so that documents would be safely archived and managed. All documents are stored in PDF/A format which is suitable for long periods of archiving. Only designated managers may lookup the document and its data.

Download PDF file

  1. 1 Login to eformsign.
  2. 2 Go to the 'Manage documents' menu.
  3. 3 Click the download icon on the top right corner of the screen.
  4. 4 Select the documents to download as PDF.
  5. 5 Click the 'Download' button.
  6. 6 Check the 'PDF Download' option.
  7. 7 Click the 'Download' button.

Download CSV file

  1. 1 Login to eformsign.
  2. 2 Go to the 'Manage documents' menu.
  3. 3 Click the download icon on the top right corner of the screen.
  4. 4 Select the documents to download as CSV.
  5. 5 Click the 'Download' button.
  6. 6 Check the 'CSV Download' option and select the columns you want.
  7. 7 Click the 'Download' button.