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
• 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
  • Search Templates
• Introduction to Form Builder (MS Office Add-in)
  • Downloading and Installing Form Builder (MS Office Add-in)
  • Form Builder (MS Office add-in) Menu Layout
  • Overview of Fields
  • Upload Form File
  • Configuring Template Settings
• Creating templates using Form Builder (MS Office Add-in)
  • About Templates
  • Workflow Overview
  • Template Settings
  • Menus for Each Template
  • Search Templates
• Document Inboxes
  • Documents
  • Documents menu
  • Drafts
  • Bulk send
  • Shared
• Customization
  • Manage Custom Fields
  • Notification Template Management
• Connecting with External Services
  • How to Connect with External Cloud Storages
  • Analytics and Reporting