Preparation

Sign Up

Create Your Company

1. https://www.eformsign.com/global/index.html

2. SIGN UP

3. I want to create a new company.

4. Fill in the information required

5. Agree and sign up

Get Company ID

1. Left-Side vertical navigation menu

2. Manage company > Company profile > Basic information

3. Copy the Company ID string and save it somewhere safe.

Prepare Template

Upload document

Get a sample document

5KB

Leave_Request.pdf

PDF

Open

Upload document

1. Left-Side vertical navigation menu

2. Manage templates > upload your PDF file

Participants

1. Change Start to "Request".

2. Change Participant 1 to "Approval".

3. OK

Design form

1. Add fields on the document from Basic fields.

2. Set Who can fill this out

   1. Allow fields in the EMPLOYEE and REASON FOR LEAVE section to the Request step.

   2. Allow fields in the MANAGER APPROVAL section to the Approval step.

Field	Type	ID	Value
Employee Name	Text	Name
Department	Combo	Department	Sales/Marketing/Production/Account
From	Datetime	From	Today by default
To	Datetime	To	Today by default
Vacation	Check	Reason	Vacation
Personal Leave	Check	Reason	Personal
Medical Leave	Check	Reason	Medical
Other	Check	Reason	Other
Other	Text	Other
Employee Signature	Signature	Employee_Sign
Date	Datetime	Employee_Sign_Date	Today by default
Approved	Check	Approval	Approved
Rejected	Check	Approval	Rejected
Manager Signature	Signature	Manager_Sign
Date	Datetime	Manager_Sign_Date	Today by default

Configure

1. Left-side navigator > Workflow

2. Approval > check Select recipient > select a member (yourself)

Save and deploy

1. Save on the top left.

2. Do you want to deploy the template? > Yes

Get Template ID

1. Click the gear icon on the template just deployed.

2. Get the value of the parameter form_id from the URL on the top of the page.

For detailed information about eformsign workflow, refer to https://manual-en.eformsign.com/help/chapter6.html#workflow-overview.