How To Use

Contents

Getting Started

User Guide Video Manual

Create a template

Administrator Template Manager

To create an electronic document, you must first create a template.
There are two ways to create a template in eformsign.

  1. 1 You can create a template by uploading a document file on eformsign.
  2. 2 You can also create a template in Word, Excel, or Powerpoint using a Microsoft Office Add-in named Form Builder and upload it to eformsign.

Please prepare a document file you want to create an electronic document out of.

Upload a file on eformsign

  1. 1 Login to eformsign and go to the Manage templates menu.
  2. 2 Upload a file you want.
    *Support file formats: pdf, doc, docx, xls, xlsx, ppt, pptx, odt, jpg, png, gif, and tiff.
  3. 3 Add participants and set roles for each one.
  4. 4 Place the components (fields) you want on the document by drag & drop and adjust their size.
  5. 5 Click Preview to preview the document.
  6. 5 Configure the template by clicking Configure at the top and then save the template.

Create a template in Word, Excel, or PowerPoint

  1. 1 Login to eformsign.
  2. 2 Click Download form builder for MS Office at the bottom of the sidebar to download and install the Form Builder Microsoft Office Add-in.
  3. 3 Open the Word, Excel, or PowerPoint file and then click the OZ in Office ribbon menu tab. Then, click the components you want to place them onto the document.
  4. 4 Click Execute to preview the document.
  5. 5 Click Upload to save it as a new template.

Create a workflow

You can set the workflow of a template from document creation to completion. The workflow you set applies to all the documents you create from that template.

To set the workflow of a template, click Manage templates and them select the template you want. Then, go to the Configure menu and then go to the Workflow tab.

There are two types of recipients you can add to a workflow.

  • Reviewer: Approves or rejects documents.
  • Participant: Signs and fills in documents.