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.
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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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