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 that require action and goes to the Action required page when clicked.

⑤ In progress

Shows the number of documents that are in progress, and goes to the In progress page when clicked.

⑥ Completed

Goes to the Completed page when clicked.

⑦ Drafts

Displays 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

Displays 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 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 to go to the Drafts page.

⑩ In progress

Displays the list of the three most recent documents in progress and 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 to go to the In progress page.

⑪ Completed

Displays 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 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

eformsign provides the following five types of roles that can be granted to members based on the permissions they have.

  • Company administrator

    The company administrator is the representative of the company and has all permissions for using the eformsign service.

  • Company manager

    Company managers have the permission to access the Manage company menu. Company managers can view and edit company, group, and member information and grant permissions to members.

  • 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.

  • Template usage

    Template usage permission allows to create documents from a template. You can grant template usage permission (document creation permission) for each template. When the permission for a template is granted to a member, the member can create documents in the New from template page.

  • Document manager

    Document managers have the permission to access the Manage document menu to view and download documents created from each template. Document managers can be selected for each separate template.

Company Administrator

The user who created a company is the company administrator by default, and the company administrator is a 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 will 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 Permission

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 company 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.

Template Usage (Document Creation) and Document Management Permissions

The template usage permission allows users to create documents from a template, and document management permission allows users to manage documents created from a template and their data.

Members with the template usage permission for a template can create documents using that template in the New document page.

Members with the document management permission for a template can view, delete, and download documents created from that template in the Manage documents page.

Granting Template Usage and Document Management 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 template usage and document management.

  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.

Registering 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 registering the image in the eformsign service.

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.

Note

You can select the signature type that can be attached on an electronic document.

Go to Manage company > Signature settings to allow or limit the signature types (draw, text, and stamp) to be displayed on documents’ signature fields.