eSignon User Guide v.1.0 (ENG)

User Guide
Contents is Everything, Everything is Contents
2018.02.02 v.1.1

2|eSignon User guide
Contents
1. What is eSignon?
1.1. Definitions •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 4
1.2. Process •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 6
2. Start eSignon
2.1. Create a company account •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 8
2.2. Invite members •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 19
2.3. Join via invitation •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 27
2.4. Login •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 36
2.5. Menu guides •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 39
2.6. Create business •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 48
3. Make Template
3.1. Register template •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 59
3.2. Design template •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 66
3.3. Template properties •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 73

Contents
4. Make Workflow
4.1. Register workflow •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 81
4.2. Share workflow •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 96
5. Making of Approval
5.1. Starting of approval •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 104
5.2. Phased approval •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 108
5.3. Approval / Return •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• 119
5.4. Search / Download document ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
127

1. What is eSignon?
1.1. Definitions

eSignon User guide 5|
1. What is eSignon?
1.1. Definitions
Terms Description Remarks
Company
• It is a top-level organization, and can be a company, school, or organization depending on the purpose
of use.
Business
• The concept of a group under the company allows you to create and share only the form of members
• It can be used as a department or team within the company.
Member • Means those who join the Company and use eSignon.
Template
• It means that documents such as paper contracts and applications that were used in paper are
designed and decorated in the form of electronic documents.
Workflow
• This means that you have assigned a workflow, step of approval, to the designed template.
• After you saved the workflow, you can use it repeatedly.
Approval • Means any act of signing or approving / returning.
1.1.1. Description of definition of eSignon

1. What is eSignon?
1.2. Process

1. What is eSignon?
1.2. Process
1.2.1. eSignon’s electronic approval process
1. Create
Company
2. Design
Template
3. Make
Workflow
4. Approval or
Return
5. Search &
Download
Join and invite members
to create a company and
business together.
Upload your contract
document to design it to
fit your document.
Assign workflow by the
business process
User can sign or approve
/reject their turn and
check the status
at a glance.
Completed documents
can be easily searched,
downloaded and shared.
Return ProgressApproval

2. Start eSignon
2.1. Create a company account

2. Start eSignon
• There are two ways to
start eSignon
• First, Create company
account.
• Second, Sign up for an
already created company
via invitation.
2.1.1. Create a company account

2. Start eSignon
• This time we will start by
creating a company
account
• Click ‘Create Company
Account’

2. Start eSignon
• Terms of Use and Privacy
Policy are required entry
to be consented.
• If you check all, please
click ‘Next’ button.

2. Start eSignon
• eSignon uses your email
address as your login ID.
• Please enter your e-mail
address to be used for
login and function of
eSignon.
• If you click ‘Request
verification code’ that
code will be sent to this
email address.
2.1.2. Verification code

2. Start eSignon
• Please check the mailbox
of the email address you
entered.
• Please confirm the
verification code for
joining eSignon.
• The number of character
and number of
verification is random.

2. Start eSignon
• Please enter the
verification code to
eSignon.

2. Start eSignon
password to be used in
eSignon.
• For user security, you
must enter at least 8
characters including
alphabet, numeric or
special characters.
2.1.3. Set up of company account

2. Start eSignon
• Please enter the name to
be used in eSignon. User
can change it after
setting.
• We encourage you to use
your real name.

2. Start eSignon
• Lastly, please give a
company name to be
used for login.
• You may modify the
company name in
‘Company Account
Management’ later.

2. Start eSignon
• Company account
creation and Set up of
company account has
been completed.
• Now, Invite members to
use eSignon together!

2. Start eSignon
2.2 Invite members

2. Start eSignon
2.2 Invite members
• This is the first page
appearing after login in
eSignon.
• From now on, we will
invite members who will
use eSignon together.
• Please click ‘Company
Account management’
menu at the top-right of
the page.
2.2.1 Company account management

2. Start eSignon
• Please click ‘Member
management’ for inviting
new members.
2.2 Invite members
2.2.1 Company account management

2. Start eSignon
• This is the 'Member
management' menu
where you can invite and
delete(ban) members.
• ‘Member List’ shows the
members joining
company at present.
• You may invite a new
member at ‘Invite’
2.2 Invite members
2.2.2 Member management
Invite

2. Start eSignon
• Please click ‘+’ button at
the bottom-right.
2.2 Invite members

2. Start eSignon
• Please enter email of
member to be invited
• Also, Please enter the
invitation message.
• If you click ‘Invite’ button
at the top-right, invitation
email will be sent.
2.2 Invite members

2. Start eSignon
• When you invite a member,
you can see which
members are waiting to be
accepted from the ‘invite’
menu.
• If you click ‘Cancel’ button,
the invitation will be
cancelled.
• If the member does not
join in 7 days, the invitation
period will expire.
• You must invite them again
when the invitation period
expires.
2.2 Invite members

2. Start eSignon
• Once the invited member
completes his or her sign
up, you may check that
member in the ‘Member
List’.
2.2 Invite members
Invite

2. Start eSignon
2.3. Join via invitation

2. Start eSignon
• This time we will look
through by signing up via
invitation.
• Invited members will
receive an email with a
verification code.
2.3.1. Invitation mail

2. Start eSignon
• If you check the email,
please proceed the sign
up in eSignon.
2.3.2. Signing up via invitation

2. Start eSignon
• Please click ‘Join via
Invitation’.

2. Start eSignon
• Terms of Use and Privacy
Policy are required entry
to be consented.
• If you check all, please
click ‘Next’ button.

2. Start eSignon
• Please enter the email
address that you received
the verification code and
enter verification code.
• Click ‘Verify’ button.

2. Start eSignon
password to be used in
eSignon.
• For user security, you
must enter at least 8
characters including
alphabet, numeric or
special characters.
2.3.3. Set-up of account

2. Start eSignon
• Please enter the name to
be used in eSignon. User
can change it after
setting.
• We encourage you to use
your real name.

2. Start eSignon
• Joining eSignon via
invitation has been
completed.

2. Start eSignon
2.4. Login

2. Start eSignon
• Login is available upon
completion of account
creation.
• Automatic login is set up,
by default.
• To protect your personal
information, log out of the
public PC when you are
finished using it.
2.4. Login
2.4.1. Login

2. Start eSignon
• Please enter company
code, email address and
password for login.
2.4. Login
2.4.1. Login

2. Start eSignon
2.5. Menu guides

2. Start eSignon
This is the first screen you
see when you login.
1.Summary:
you may check your
monthly statistical data.
- In Progress : Approvals in progress
- Complete : Approvals completed
- Total : Total approval
2.To do :
you may check the lists of
approvals to be prepared
by you.
3.Recent Activities :
you may check the
activities of company and
business.
2.5. Menu guides
11 12
13
2.5.1. Home

2. Start eSignon
This is company leader’s
page.
1.Company Account :
you may check Company
account’s monthly
statistical data.
2.Business List:
you may check the
records of approvals by
business.
3.Account Plan:
you may your account –
plan information.
- Account expiration period
- Number of remaining template
- Number of invitable members
- Storage capacity
11 12
2.5. Menu guides
2.5.1. Home
13

2. Start eSignon
1.Home :
Menu with which you
may see the summary of
activities carried out in
the company.
2.Worklist :
Menu with which you
check work ‘To do’, ‘In
progress’ and ‘finished’
work.
3.Workflow :
Menu with which you
may design the workflow
based on the template.
11 12 13
2.5. Menu guides
2.5.1. Home

2. Start eSignon
14 15
2.5. Menu guides
2.5.1. Home
4.Template :
Menu with which you
may register and manage
the template.
5.Chatting :
Menu with which you
may check the chatting
conversations history
during approval process.

2. Start eSignon
• If you desires to check
your profile, please click
the menu at the top-left
on the Home screen.
2.5.2. Profile
2.5. Menu guides

2. Start eSignon
• please click the gear icon.
2.5.2. Profile
2.5. Menu guides

2. Start eSignon
• On the page of profile,
you may change the
profile photo and name,
write introduction words
and select the language.
2.5.2. Profile
2.5. Menu guides

2. Start eSignon
• For company account
management, please
click the gear button at
the top-right.
2.5.3. Company account management
2.5. Menu guides

2. Start eSignon
• In company account
management, you may
manage company
representative photo,
name, changes
introduction words, set
job title of members.
2.5.3. Company account management
2.5. Menu guides

2. Start eSignon
2.6. Create business

2. Start eSignon
• Business is a concept of
group under the company.
Business allows you to
create and share data
only for the business
members.
• It can be used as a team
or department within the
company and organization.
• We will try to create a
business.
• Please click the menu at
the top-left.
2.6.1. New business

2. Start eSignon
• For example, we will try
to create a ‘Rental’ group
in the company of
“eSignon”.
• Please click the ‘+’ button
next to the company
name.
2.6.1. New business

2. Start eSignon
• Please enter the name of
business.
• Business name can be
freely modified later.
2.6.1. New business

2. Start eSignon
• Business may be used as
a concept of department,
team and group which are
generally used.
• In business, you need to
invite the member
separately.
• Please click the ’Rental’
business.
2.6.1. New business

2. Start eSignon
• You may check the
changes in names at the
top of application.
• It will be indicated as
company name(business
name).
• Then, we will try to invite
new members to the
business by making a
click at the top-right.
2.6.1. New business

2. Start eSignon
• In order to invite a new
member to business,
please click ‘Member
management’.
2.6.2. Invitation of business member

2. Start eSignon
• You may check the
invitable members to
business.
• Invitable members are
limited to the members
who have been already
registered in the company.
• Members may be invited
by clicking ‘Plus’ button.
2.6.2. Invitation of business member

2. Start eSignon
• Any person invited to the
business group will
automatically become a
member with no separate
process.
• Invited Members can be
checked immediately
from the ‘Member List’.
• If you click the member,
you may modify their job
title.
2.6.3. Business member management

2. Start eSignon
• You can change the job
title for each member
differently.
2.6.3. Business member management

2. Start eSignon
2.6.4. Authority by Job title
Authority / Job Title Member Assist Manager Manager Leader
• The right to download
Company/Business Template to
My template.
● ● ● ●
• The right to upload and delete
Company/Business Template
● ● ●
• The right to create Business ● ● ●
• The right the invite members ● ●
• The right to ban(delete) a member ● ●
• The right to abolish Company ●

3. Make Template
3.1 Register template

3. Make Template
Template means designing
based on existing
documents.
• Company template:
Template to be shared
with the members of
company.
• Business template :
Template to be shared
with the members of
business.
• Clock the ‘+’ button to
add template.
3.1.1 Registration of template

3. Make Template
• Folder :
Creates a folder for
managing template.
• File :
Creates template files.
• Here, we will create
template file first.
3.1.1 Registration of template

3. Make Template
This is the first page
appearing while clicking
‘File’ button.
Create your template by
adding new page or
uploading existing PDF file.
1. Add new page :
create blank page by
selecting the type and
direction of paper.
- A4, A3, B4, B5, Letter,
Ledger
- Landscape and Portrait
2. Uploading PDF file :
upload existing PDF file
for creating template.
11 12
3.1.2 Add page

3. Make Template
• In this guide, we will try
to upload existing PDF file
of JC1 Car rental contract
document in an electronic
formatting.
• By clicking ‘Uploading
PDF file’, we brought JC1
car rental contract.
3.1.2 Add page

3. Make Template
• We will first try to modify
template information at
the second tab.
• Please click ‘Template
Info’
3.1.3. Template information

3. Make Template
• You may change the
‘Document Name’ in
Template info.
• You may change the
template as ‘read-only’
and make it unavailable to
be corrected.
3.1.3. Template information

3. Make Template
3.2. Design template

3. Make Template
You may design template
using various control boxes.
1. Radio box :
May be used during
selecting only one out of
various items.
2. Check box :
May be used during
selecting multiple items out
of various items.
11 12
3.2.1. Control box

3. Make Template
3. Text box:
May be used for the place
requiring text entry.
4. Sign box:
May be used in the place
requiring a signature.
5. Photo box:
requiring an image and
available to be filmed or
attached with mobile
devices.
6. Combo box :
May be used during
selecting one value out of
various values as drop
down menu.
13 14
3.2.1. Control box
15 16

3. Make Template
7. Label box :
May be used during
creating a label to be added
in the template.
8. Dates/time box :
for selection of dates /time.
17 18
3.2.1. Control box

3. Make Template
• Let’s take a text box as
an example.
• Please click ‘Text’ box to
add.
3.2.2. Add control box

3. Make Template
• We will make the text
box to move.
• In order to move to the
desired place, please
click ‘Text’ box once more.
• If a blue line appears
around, you may adjust
the size or move it.
3.2.3. Modify control box

3. Make Template
• Please move the text box
to the desired place and
modify its size.

3. Make Template
• If the blue line is
appeared around and
when you click ‘Text’ box
once more, interface
available for ‘Cut, Copy,
Paste, Delete’ of control
box.

3. Make Template
3.3 Template properties

3. Make Template
• We will designate a
property to the Text box.
• If you go to property tab,
you may modify the
property.
• Special properties : you
may set up special
properties depending on
the control characteristics.
• For its details, you may
refer to design property
manual.
3.3.1. Properties of control

3. Make Template
• Common properties : you
may set up common
properties of control
which are the name,
background color, color of
border and letters with
the items.
• For its details, you may
refer to design property
manual.

3. Make Template
• Let’s take a field owner
property from sign box as
an example.
• In order to design phased
approval in order of
Renter  Rental Agent 
Approval Manager, Please
click ‘Field owner’ item.
• Number indicates the
order and you can add as
many steps as you like.
• For the sign box of Rental
Agent – the 2nd step- ,
the value of ‘Field owner’
may be designated as 2.

3. Make Template
• Please click the sign box
for Approval manager –
the 3rd step.
• If you designate the value
of ‘Field owner’ as 3, the
Approval Manager will be
the 3rd approver.

3. Make Template
• ‘Preview’ icon is in the
top-right.
• You may look ahead
actual contract template
for which various controls
are set up.

3. Make Template
• Through ‘Preview’
function, you may try to
write a contract in
advance and correct /
modify template as you
want.
X
3.3.2. Preview

3. Make Template
• If designing template is
finished, Please click
‘Save’ button to save
template.
3.3.3. Storage of template

4. Make Workflow
4.1 Register workflow

4. Make Workflow
4.1. Register workflow
• What is workflow?
It means a designation of
approval steps suitable
for business process on
the template.
• After you saved the
workflow, you can use it
repeatedly.
• We will try to designate
the workflow. Please click
‘+’ button.
4.1.1. Registration of workflow

4. Make Workflow
• Please select ‘Workflow’.
4.1.1. Registration of workflow

4. Make Workflow
• Please click ‘Plus’ button.
• You may add template by
selecting from Business
or My Template.
• Here, we will bring out
the template from ‘My
template’.
4.1.2 Add template

4. Make Workflow
• New documents stored in
‘My template’ are found.
• Please select.
4.1.2 Add template

4. Make Workflow
1 +
2 +
3 +
• Along with selected
template, approval step
will appear on the left tab.
• You may check that total
3-step approval from
Renter  Rental Agent 
Approval Manager are
well designated.
4.1.3. Designation of approval step

4. Make Workflow
1 +
2 +
3 +
• If you click ‘Toggle’
button by each step, you
may check the part to be
written at that step.
• Each step is divided into
different colors and can
be easily identified.

4. Make Workflow
1 +
2 +
3 +

4. Make Workflow
• You may select the
person who will write the
contract first.
• You may select the
members in the company
and also add external
users.
1 +
2 +
3 +

4. Make Workflow
1 +
2 +
3 +
External users may be
classified into three as
follows.
1. Enter Data(Direct entry):
Enter the email address for
inviting external users.
2. UP(Unset Player) :
Designate approvers at the
start of workflow without
advance designation.
3. ST(Starter) :
Automatically designate as
the person who starts
workflow.
11
12
13

4. Make Workflow
• In this guide, we have
specified approvers
arbitrarily.
• Upon completion of
designation of approval
step, please store the
workflow by clicking ‘X’
button.
ST
support@esignon.net
tax@esignon.net
1 +
2 +
3 +
4.1.4. Save workflow

4. Make Workflow
• If you come out from the
page, stored documents
appear.
• In order to move to next
step, please click ‘Arrow’
on the right.
4.1.4. Save workflow

4. Make Workflow
• Enter the name of
workflow.
• After designating the
name, please click
‘Confirm’
4.1.5. Finish workflow registration

4. Make Workflow
• Click ‘Yes’ and finish
workflow registration.
4.1.5. Finish workflow registration

4.2. Share workflow
4. Make Workflow

4. Make Workflow
4.2. Share workflow
• Registered workflow may
be shared with Company
and Business.
• We will share this Car
rental contract workflow
to ‘Rental’ Business.
• Please click ‘<’ of that
workflow.
4.2.1 Share workflow

4. Make Workflow
If you click, menu related to
workflow will appear.
1. Edit:
Edit workflow.
2. Reproduction:
Copy workflow to other
folder.
3. Sharing:
Share workflow to
Company and Business.
4. Deletion:
Delete workflow.
11 12 13 14
4.2. Share workflow
4.2.1 Share workflow

4. Make Workflow
• In order to share as
‘Rental’ Business, please
click ‘Share to business
list’.
4.2.2 Share workflow to Business
4.2. Share workflow

4. Make Workflow
• Select ‘Rental’ Business.
4.2. Share workflow

4. Make Workflow
• If you select ‘Rental’
Business, the workflow
will be shared.
4.2. Share workflow

4. Make Workflow
• In order to check whether
the workflow is shared or
not, we will try to move
to ‘Rental’ Business.
4.2. Share workflow

4. Make Workflow
• You may check that the
workflow has been
shared to ‘Rental’
Business.
※ Reference : Sharing
workflow and template may
be limited based on the
authority of job title.
For more information about
the authority by job title.
Please refer P.58 (Authority
by Job title).
4.2. Share workflow

5. Making of approval
5.1. Starting of approval

5.1.1. Select workflow
• We will proceed the
workflow that we created
above guide.
• Please move to the
‘Workflow’ and select Car
rental contract.

5.1.2 Designate work name
• For each approval, you
may give the name of
work.
• Even for the same
workflow and if you give
different names, you may
find it easily in the search
menu after completed.

• Here, we will start the
approval under the name
of contract customer.
5.1.2 Designate work name

5.2. Phased approval

5.2.1 First approver
• This workflow to be
proceeded now consists
of three steps. (See.
Chapter 4.1 Register
workflow)
• The first approver is ‘ST’
which is the person
starting the workflow So
it start immediately.

This is additional function
that you can use during
creation.
1. Highlighter :
Write and draw footnote with
highlighter.
2. Eraser:
Delete footnote.
3. Check required field:
check required items which
have not been entered.
11 12 13

4. Uploading:
After finishing, send the
workflow to next approver.
5. Chatting:
Function conversation with
approvers in real time.
14 15

• You may send messages
freely to all approvers by
clicking chatting button.
• Chatting content is
preserved based on
retention period.

• You may complete the
approval step by clicking
‘Send’ button.
• Approvers may select
‘Approval/return’ at their
step and also send the
messages.

5.2.2 Second approver
• The 2nd Approver will be
noticed that the 1st
approver may upload the
work by eSignon
notification message.

• From now on and for
proceeding next approval,
we will login with the 2nd
approver.
• If you click ‘To-do’ at
Home, it will convert to
the page of approval
proceeding.

• Please proceed the
approval by clicking
‘CarRental_John’

• If you click ‘Message’
button at the top-right,
you may check the
message sent by the
approver in the previous
step.

This is a description of
Worklist menu.
1. To do:
shows workflow which has
to be approved by me.
2. In Progress :
check the progress of
workflow which I belong to.
11
12
5.2.3 Worklist

13 14 15
3. Chatting : check the
conversation among
approvers.
4. Document : check the
template used for workflow.
5. Progress condition :
check the progress
condition.
5.2.3 Worklist

• This is a description of
the icon appearing if you
click ‘Progress condition’
Approval completed.
Under progress.
Returned.
• This screen shows the
condition that the first
approver ‘David’ has been
completed and ‘Peter’ is
preceding his approval.
5.2.3 Description of approval items

5.3. Approval / Return

5.3.1 Return
5.3. Approval/Return
• During checking the
completed template by
first approver, second
approver found a matter
to be corrected.
• You may request for
matters required through
chatting.
• Second approver request
to retake a picture of ID
card.

• In order to retake ID card,
we will return this
workflow to previous step.
• You must click ‘Upload’
button and set up ‘Toggle’
button as ‘Return’
• It will back to the turn of
approver to previous step.
5.3.1 Return

• The template came back
to the first approver.
• If you click ‘Progress
condition’, you may check
that it is the turn of the
first approver again.
• We will try to retake a
photo of ID card and re-
upload it.
5.3.1 Return

• The 2nd approver
checked the changed ID
card and approval will be
proceeded.
5.3.2 Approval

• You may enter the
message to be delivered
to the final approver and
complete the 2nd step.
5.3.2 Approval

• The 3rd approver logged in.
• You may click ‘Progress
condition’ and check the
details of progress made
before.
5.3.2 Approval

• Final approval is to be
made for completing the
approval.
5.3.2 Approval

5.4. Search / Download document

5.4.1. Completion of approval / Search
• You may find a completed
document from Worklist
menu.
• In order to enter the
search condition, please
click ‘Arrow’ below.

• After adding search
condition, please click
‘Search’ button.
• More search condition will
be updated in the future.

• If you click the template,
you may check
completed documents.

More convenient,
Safer,
Easier Electronic contract system
Thank you!

eSignon User Guide v.1.0 (ENG)

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