eformsign User Guide

• Introduction to eformsign
  • Overview
  • Basic Terms
  • eformsign Usage Flow
  • Use Cases
• Basic Info
  • Dashboard
  • View and Change Basic Information
  • Permissions
  • Manage Groups and Members
  • My Signature
  • Adding your stamp
  • Manage company stamp
• Creating documents
  • Overview
  • New from my file
  • New from template
  • Send in bulk
• Introduction to Web Form Designer
  • Overview
  • Overview of Components
  • Setting Properties for Each Component Type
  • Handwriting
  • Configuring Template Settings
• Introduction to Form Builder
  • Overview
  • Overview of Components
  • Basic Components
  • Data Components
  • How to Use Each Component Type
  • Handwriting
  • Upload Form File
  • Configuring Template Settings
• Creating templates using Web Form Designer
  • About Templates
  • Workflow Overview
  • Template Settings
• Creating templates using Form Builder
  • About Templates
  • Workflow Overview
  • Template Settings
• Document Menus
  • Documents
  • Documents menu
  • Drafts
  • Bulk send document box
• Customization
  • Manage Custom Fields
  • Notification Template Management
• Connecting with External Services
  • How to Connect with External Cloud Storages
  • Analytics and Reporting