eformsign User Guide

• Introduction to eformsign
  • Basic Terms
  • eformsign Usage Flow
  • Minimum System Requirements
  • Use Cases
• Basic Info
  • Dashboard
  • View and Change Basic Information
  • Permissions
  • Manage Groups and Members
  • My Signature
  • Manage company stamp
  • Security settings
  • Document retention period
  • Manage activity history
• Creating documents
  • New from my file
  • New from template
  • Send in bulk
• Introduction to Web Form Designer
  • File Uploading
  • Web Form Designer Menu Layout
  • Overview of Fields
  • Configuring Template Settings
• Creating templates using Web Form Designer
  • About Templates
  • Workflow Overview
  • Template Settings
  • Menus for Each Template
  • Template creation permission and publishing process
  • Search Templates
• Introduction to eformsign for Microsoft Office
  • Downloading and Installing eformsign for Microsoft Office
  • eformsign for Microsoft Office Menu Layout
  • Overview of Fields
  • Upload Form File
  • Configuring Template Settings
• Creating templates using eformsign for Microsoft Office
  • About Templates
  • Workflow Overview
  • Template Settings
  • Menus for Each Template
  • Search Templates
• Document Inboxes
  • Documents
  • Documents menu
  • My saved documents
  • Bulk send
  • Shared
  • Trash
• Customization
  • Manage Custom Fields
  • Notification Template Management
• Connecting with External Services
  • How to Connect with External Cloud Storages
  • Analytics and Reporting