Basic Info

Dashboard

Dashboard

The dashboard is the main page displayed when logging into eformsign. In the dashboard, you can view documents that are in progress, require your action, etc., and use shortcuts to go to the main menus including New document.

eformsign Dashboard Screen
① New from template

Displays the New from template page where you can create new documents from saved templates.

② New from my file

Displays the New from my file page where you can create new documents by upload your files from your computer.

⑧ Favorites

Displays the templates you added as your Favorites. If you click a template in the Favorites list, you can go to the page where you can create a new document using that template. You can add a template to your Favorites by clicking the Add icon (image2). You can delete a template from the Favorites list by clicking the Edit icon (image3).

Tip

Adding templates to Favorites!

You can add a template you use frequently to the Favorites list to create documents easily using that template. You can add your favorite ones on the dashboard.

  1. Click the Add icon (image4) in the Favorites list on the dashboard.

  2. The list of templates that are not added to your Favorites will be displayed in the pop-up window.

  3. Tick the checkboxes of the templates you want to add to the Favorites.

    image5

  4. The templates will be added to the Favorites.

④ Action required

Shows the number of documents you received from members or non-members that you need to sign, approve, or send. When it clicked the Action required is displayed.

⑤ In progress

Shows the number of documents that are in progress. When clicked, the In progress page is displayed.

⑥ Completed

Shows the number of all the completed documents you created or participatedin. When clicked, the Completed page is displayed.

⑦ Drafts

Shows the number of documents saved temporarily before clicking the Start now button when creating a document from New from my file. When clicked, the Drafts page is displayed.

⑧ Action required

Shows the list of the three most recent documents that require your action and the number of documents requiring your action. You can click on the name of a document in the list to open the document. Also, you can click the more (+) button in the dashboard next to Action required to go to the Action required page.

⑨ Saved draft

Shows the number of documents saved in Drafts and the three most recent ones. You can click on a document name in the list to go to the document and can click the more (+) button in the dashboard next to Saved draft to go to the Drafts page.

⑩ In progress

Shows the number of documents in progress. You can click on the name of a document in the list to open the document. Also, you can click the more (+) button in the dashboard next to In progress to go to the In progress page.

⑪ Completed

Shows the list of the three most recently completed documents. You can click on a document name to open the document. Also, you can click the more (+) button in the dashboard next to Completed to go to the Completed page.

View and Change Basic Information

To view your personal information you entered when signing up for the eformsign service and the company information, click the see more icon (image6) at the top right corner of the sidebar menu.

Location of the Menu Icon for Accessing Personal and Company Info

If you click the (image7) icon in the sidebar, the following menu is displayed.

View and Edit My Profile
  • Change company: If you are a member of multiple companies, click the Change company menu to view the list of your companies and select a company to switch to.

  • My profile: You can view and edit your personal information you entered when signing up for the eformsign service. You can also view the information of the company you are a member of.

  • Logout: You can log out of the eformsign service.

My Profile

My profile > Personal

My Profile > Personal
Account information

You can view and edit the name, email or ID, password, and contact number of your eformsign account.

Link social accounts

You can link or unlink your Google and Facebook social accounts.

Notification

You can view whether you agreed to receive marketing emails. You can also change your selection.

Delete the eformsign account

You can delete your eformsign account by clicking the Delete the eformsign account button.

My profile > Company

My Profile > Company
Basic information

You can view basic information about your company including the company name, country, language, and contact number.

Detailed information

You can view detailed information about your company including the company address, company registration number, homepage URL, and company administrator’s email.

Note

You can only view company information in this page. If you want to edit the information, go to the Manage company > Company profile menu. Only the company administrator or company managers can edit company information.

Withdraw from this company

If you want to withdraw from the company, click the Withdraw from this company button. Then, the list of companies that you are a member of will be displayed and you can select a company that you want to withdraw from.

Important

Even if a member withdraws from a company, the member can still use the eformsign account and join another company or create a new company.

However, if the company administrator withdraws from the company, the company will also be deleted. If the administrator wants to withdraw from the company without deleting the company, then the administrator needs to delegate permission to another member, and then withdraw from the company. You can delegate the company administrator permission in Manage company > Company profile > Basic information.

Edit and Add Company Information

The company information displayed in the My profile > company menu can be edited in the Manage company > Company profile menu.

Note

You need to have either the company administrator or company manager permission to perform this action.

Manage Company > Company profile

Editing Company Profile

  1. Click the sidebar menu icon, and go to the Manage company > Company profile menu.

    Company Profile
  2. Edit the information you want to change in the Company profile > Basic information tab.

  3. Save the edited information by clicking the Save button.

image8

Company Brand

You can replace the eformsign logo and symbol with your company logo and symbol by registering them in the Company profile >Company brand tab.

Note

The difference between a logo and symbol

Both a logo and symbol are representative images of a company. Usually, a logo has a long horizontal format that includes its brand name and a symbol only has a square image.

On eformsign, a 512 pixel X 128 pixel horizontal image size is recommended for logos, and a 120 pixel X 120 pixel square image size is recommended for symbols.

Registering the Company Logo and Symbol

Company Profile > Brand image

Company Profile > Brand image

  1. Click the sidebar menu icon, and go to the Manage company > Company profile menu.

  2. Click the Company brand tab.

  3. Click the image in the Brand image > Logo box.

  4. Select and upload a logo image file from your PC.

    • Image size: A 512 pixel x 128 pixel image size recommended

    • File size: Up to a maximum 300 KB

    • File format: PNG, JPG, JPEG, and GIF

    Pop-up Screen for Image Upload
  5. Apply your changes by clicking the Save button.

  6. Check whether the new logo was applied to the dashboard.

    Dashboard with the Logo Changed

Permissions

Permissions can be granted to each member. In eformsign, there are many different permissions. The company admin has access to all.

  • Company administrator

    The company administrator is the representative of the company and has access to all menus. The company administrator can open, create, and manage all documents, as well as having the ability to transfer the company administrator role to another member.

  • Company manager

    Company managers have the ability to access the Manage company menu. Company managers can view and edit company, group, and member information and grant permissions to members as well as having the ability to edit messages in eformsign email and SMS notification templates.

  • Template manager

    Template managers have the permission to access the Manage template menu. Template managers can create new templates by using Form Builder or Web Form Designer, and can also edit, deploy, and delete templates.

  • Document creator

    Document creators can create documents from a template. You can grant this permission for each template. When the permission for a template is granted to a member, the member can create documents from that template in the New from template page.

    Template editor

    A template editor of a template can edit the template. You can grant this permission for each template.

  • Document manager

    Document managers can manage documents created from a template. 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.

Company Administrator

The user who created a company is the company administrator by default, and the company administrator is the super administrator having all the permissions to use the eformsign service.

The company administrator

  • Has access to all the menus.

  • Can create, edit, delete, and manage templates.

  • Can create, view, and manage all documents.

  • Can delegate its role to another member when the company administrator needs to be changed.

When the company administrator deletes her/his eformsign account, the company is also be deleted. If the administrator wants to delete only the account, then she/he can delegate the administrator permission to another member, and then delete the account.

Delegating the Company Administrator Permission

Note

You need to have the company administrator permission to perform this action.

  1. Click the sidebar menu icon, and go to the Manage company > Company profile menu.

  2. Click the Edit button in the Detailed information section, and then click the Delegate role button on the right side of the Administrator item.

    Delegate Company Administrator Role
  3. Select a member to delegate the company administrator role in the Delegate role pop-up window.

    Delegate Role Pop-up
  4. Enter the password of the company administrator.

  5. Click the Save button to save the changes.

Company Manager

Company managers can access the Manage company menu and can view, edit, and delete information regarding the company and groups/members. The company administrator or company managers can grant the company manager permission to members.

Granting the Company Manager Permission

Note

You need to have either the company administrator or template manager permission to perform this action.

  1. Click the sidebar menu icon, and go to the Manage company > Manage members menu.

  2. Select the member in the member list you want to grant the company manager permission.

  3. Tick the Manage company checkbox in the Permission item displayed at the bottom of the Member info tab located to the right of the member list.

    Company Manager
  4. Click the Save button.

Template Manager

Template managers can access the Manage template menu, and can create, edit, deploy, and delete templates.

The template manager who created a template is the template owner of that template by default. However, if multiple template managers exist in a company, a template manager may not necessarily be the template owner of a template.

If the template manager is not the template owner, the template manager can only view the template settings and duplicate the template.

Granting the Template Manager Permission

Note

You need to have either the company administrator or template manager permission to perform this action.

  1. Click the sidebar menu icon, and go to the Manage company > Manage members menu.

  2. Select the member in the member list you want to grant the permission.

  3. Tick the Manage templates checkbox in the Permission item displayed at the bottom of the Member info tab to the right of the member list.

    Template Manager Permission
  4. Click the Save button.

Document Creator, Template Editor, and Document Manager

A document creator can create documents from a template, template editor can edit documents from a template, and document manager can manage documents created from a template and its data.

A document creator for a template can create documents using that template in the New document page.

A template editor for a template can edit that template in the Manage templates page.

A document manager of a template can view, delete, and download documents created from that template in the Manage documents page.

Granting Document Creator, Template Editor, and Document Manager Permissions

Note

You need to have either the company administrator or template manager permission to perform this action.

  1. Click the sidebar menu icon, and go to the Manage templates menu.

  2. Click the Template settings (image9) icon.

    Template Settings Icon
  3. Go to the Set permissions tab.

    Template Settings > Set Permissions
  4. Select the groups or members you want to grant permission for the document creator (called Template usage here), template editor (called Template editing here), and document manager (called Document management here). Note that you can only select members as template editors.

  5. Click the Save button.

Manage Groups and Members

You can invite, delete, and edit members and create, add, and delete groups in the Manage company menu.

Manage Company > Manage Groups/Members

Manage Members

You can invite members to your company or manage invited members in the Manage members menu.

Manage Company > Manage Members
① Active

You can view the list of active members in the company and their information.

② Inactive

You can view the list of inactive members in the company and their information.

③ Invited

You can view the list of members invited to the company and their information.

④ Member list

You can view, edit, or delete the information of a member by selecting a member in the member list and then going to the Member info tab on the right.

⑤ Member info

You can view the member information, change the member status, and grant permissions including Manage company and Manage templates to members.

⑥ Field value settings

You can set the field values that are related to members.

⑦ Transfer documents

If a member no longer uses the eformsign service, the documents of the member can be transferred to other members.

⑧ Bulk-invite

You can invite multiple members at once.

⑨ Invite members

You can invite members via email or ID.

⑩ Delete members

When you click the Trash icon, a checkbox will be activated next to each member in the member list. Tick the members you want to delete and click the Delete button.

Manage Groups

You can create groups in the company and view, edit, or delete each group’s information.

Manage Company > Manage Groups
① Group information

When you select a group in the list, you can view the name and description of the group on the right side. You can also edit the group information in the Group information tab.

② Member list

You can view the list of the members in the group and can add or remove members from the group.

③ Field value settings

You can set the field values that are related to the group.

④ Create a group

When you click the Create a group button, the Create a group pop-up window will be displayed. Create a group by entering the group name and description, and adding members by searching.

⑤ Delete a group

When you click the Trash icon, a checkbox will be activated next to each group in the group list. Tick the groups you want to delete and click the Delete button.

My Signature

If you register your signature, initial, and stamp in the My signature menu, you can easily use them when signing documents.

Registering Your Signature and Initial

Note

You can register your signature and initial in browsers (PC and mobile) and apps (mobile).

  1. Click the sidebar menu icon, and go to the My signature menu.

    My Signature Page
    My Signature Page
  2. Click the OK button to add a new signature, initial, or stamp.

    Register Signature
    • Draw

      You can draw your signature on the screen.

    • Text

      Type your name, and then select a signature style.

    • QR code

      If you scan the QR code with your smartphone camera, you can access the sign pad page. Draw your signature on the sign pad.

    • Push notification

      Select a mobile device you want to connect to and click the Send button. You can draw your signature using the eformsign app installed on the connected device.

  3. Click the OK button to save the signature.

  4. Click the Edit or Delete button to edit or delete the signature.

Tip

You can select the signature types that can be used when signing on documents.

Go to Manage company > Signature settings to select the signature types (Draw, Text) that can be used when signing on documents.

Signature type settings

Adding your stamp

Some documents may require a seal or stamp rather than a signature or initial. You can apply a stamp/seal image to documents after adding the image in the eformsign service.

Stamp image uploading

Note

A stamp/seal image needs to be prepared.

  • Image type: PNG, JPG

  • File size: Maximum of 300 KB

  1. Click the sidebar menu icon, and go to the My signature menu.

  2. Click the Register button in the Stamp section to add a new stamp.

    Register Stamp
  3. Click the image area. A pop-up window will be displayed where you can upload an image from your PC. Select the image that you want to register.

    My signature > Register Stamp Pop-up
  4. Click the OK button to save the stamp.

  5. Click the Edit or Delete button to edit or delete the registered stamp.

Life-sized stamp scanning

Note

To scan a stamp, you must have a stamp ready to scan and download and print out the Scannable paper for stamps from eformsign.

  • Scanning a stamp on a PC


  1. Go to the My signature page -> click the Register button under Stamp-> click the Scan stamp tab on the pop-up displayed.

    Register button
  2. Download and print out Scannable paper for stamps.

    Scannable paper for stamps
  3. Apply the stamp in the center of the scan area in Scannable paper for stamp.

  4. Use the mobile device’s camera app to recognize the QR code. Once recognized, the Scan stamp screen will be displayed.

  5. In the Scan stampscreen, scan the scan area in which the stamp is applied.

  6. Check whether the stamp is properly recognized and touch the Send button to add the stamp on eformsign.

  • Scanning a stamp on a mobile device


  1. Go to the My signature age -> touch the Register button under Stamp-> touch the Scan stamp tab on the pop-up displayed.

    Scan stamp pop-up
  2. Download and print out Scannable paper for stamps.

  3. Apply the stamp in the center of the scan area in Scannable paper for stamp.

  4. Touch the Scan button.

  5. Allow camera access in the camera screen.

    Allow camera access
  6. In the Scan stamp screen, scan the scan area in which the stamp is applied.

  7. Check whether the stamp is properly recognized and touch the OK button to add the stamp on eformsign.

Precautions to take when scanning life-sized stamps

Tip

Depending on the device and environment, the stamp may have difficulties in being recognized. In this case, you can take a photo and upload it instead.

Tip 1. If the Open with screen is displayed instead of the stamp scanning screen

In some Android devices, touching the Scan button may display the Open with screen (which allows you to select apps such as camera and gallery) instead of the stamp scanning screen. In this case, you can scan life-sized stamps by taking a photo and uploading it as follows.

① Select Camera in the Open with screen.

② In the camera screen, take a photo making sure that the stamp scanning area is clearly shown.

③ A stamp will be automatically recognized from the photo.

Tip 2. If it says that the stamp was not recognized

Stamps may not be recognized in the camera screen of some mobile browsers due to their low resolution. In this case, you can scan life-sized stamps by taking a photo and uploading it as follows.

  1. Open the mobile device’s default camera app.

  2. Take a photo making sure that the stamp scanning area is clearly shown.

  3. Go back to the stamp screen.

  4. Touch the Upload photo button.

  5. Select the Gallery app (if needed).

  6. Select the photo you took.

  7. When you upload the photo, the stamp will be automatically recognized.

Manage company stamp

You can add and manage company stamps as well as grant stamp use permissions and view stamp use history in the Manage company stamp menu.

Note

Only the company administrator and company managers have access to the Manage company stamp menu.

Company stamp tab

In this tab, you can add company stamps by uploading an image or scanning a real life-sized stamps as well as granting stamp use permission to members/groups. Once a company stamp is added, you can edit and delete it, and even view the history of all changes made to the stamp

Manage company stamp screen

To add a company stamp, click the Add company stamp button and upload an image or scan a stamp and also set the stamp name and give permission to groups and members to use the stamp.

Add company stamp pop up
  • Stamp name: Enters the name of the stamp.

  • Description: Enters the description of the stamp.

  • Stamp image: You can add a stamp image by uploading a stamp image using the Upload image button or the scanning a stamp using the Scan stamp button.

  • Permission to use: You can grant permission to use stamp to all or specific members/groups.

You can see the history of updates and deletions, and modifications made to a stamp. The following shows the stamp history shown when you click the History button.

Stamp history screen

Stamp history tab

In this tab, you can view the history of all the stamps used. You can view information including each of the stamps that were used, the members that used each stamp, the date each stamp was used, etc. You can also download the stamp history in CSV format.

Stamp history tab