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Fill & Sign edocr forms
Edocr has vastly changed its functionality to allow our users a great
deal more usefulness out of their documents.
(non-Premium users are limited to OnTask Ready forms - if you
want to set up your own forms - message
edocr
or
OnTask
)
To the right of the edocr document viewing window is a menu of
functionality presented as clickable buttons. These include 'Share',
'Embed', and 'Fill & Sign'.
The new edocr Fill & Sign feature allows edocr users to use forms
residing on edocr to be sent for form completion and esignature.
One party or two party. When you click the button, edocr grabs the
document you are viewing plus your email address
(we do not sell or
provide your information to third parties. For more information see
our
privacy statement
),
and plugs both the document and your email
into our
OnTask document workflow product
.
At this point, different things will happen depending on the
document you have started with and whether there are one or two
parties involved in the document signing.
If the document you are starting with has been processed by OnTask
already, the next step will be for you, or you and someone else, to
complete the form fields and sign in the appropriate place(s), as
prescribed by whatever form you are using.
If the form is OnTask ready you will see a
on the thumbnail
image and if no check mark, you have to create the form template
(just once) in order to have an efillable / esignable form to use
online.
When you open the document to view full-screen, OnTask ready
forms will cause the 'Fill & Sign' button to turn green, as shown
below:
This button will remain white for forms that are NOT already
OnTask templates, but don't let that stop you, as the process will
guide you through an easy process to make your new form ready to
be filled out online.
When a OnTask ready form is selected, it is immediately ready to be
Filled & Signed with all the fields predefined and ready to be filled