elDoc Howto
elDoc is an all-in-one integrated automated platform that combines eSignatures, Document Workflow Automation, Secure File Management, and AI Document Processing capabilities to streamline document management and processing tasks.
View MoreHow to Use elDoc
Sign up for an account: Register for a free 14-day trial on the elDoc platform. No payment is required for the trial period.
Set up your organization structure: Define your organization's structure by adding users and assigning appropriate roles and permissions based on team hierarchies.
Configure file management: Organize your files into folders and subfolders, set up access controls, and establish document retention policies for your organization.
Create digital forms: Use the Form Designer to create custom digital forms that match your business needs without writing any code.
Design document workflows: Utilize the BPM Designer to create custom document workflows for approvals, reviews, and other business processes.
Set up eSignatures: Configure eSignature settings, customize signature styles, and establish signing workflows for both internal and external parties.
Enable document collaboration: Set up collaborative features like annotations, comments, and simultaneous editing capabilities for team members.
Configure IDP settings: Set up Intelligent Document Processing features including OCR, data capture, and validation rules for automated document processing.
Integrate with existing systems: Use the API to connect elDoc with your existing business systems and third-party applications.
Monitor and analyze: Set up monitoring dashboards and reports to track document processing status, staff performance, and identify workflow bottlenecks.
elDoc FAQs
elDoc is an all-in-one cloud solution for document processing that includes eSignatures, Document Workflow Automation, Secure File Management, and AI Document Processing capabilities. It can be deployed as both SaaS (cloud) or on-premise solution.
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