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Fill & Sign edocr forms (updated March 2023) Since launching our connection with our Accusoft e-fill / e-sign cousin company OnTask in 2018, both OnTask and edocr have changed vastly in capabilities, especially around our API capabilities. edocr has vastly changed its functionality to allow our users a great deal more usefulness out of their documents, especially around forms and e-signing documents. Nowwith your edocr account you may set up a form or contract on edocr, post on your website or share via email, social media, barcode, or text, and have it filled out by one or many, then privately returned to you in a secure manner. Premium edocr customers have e-fill / e-sign OnTask limits based on their level of service, starting at five transactions a month. (non-Premium users are limited to five free trials in total for testing. If you want to set up your own and provide your own forms - sign up &message edocr.) Here are the OnTask use limits based on edocr account type: 1. Free edocr user gets 5 total uses 2. edocr Premium / Philanthropy Customers: 5 / month. 3. edocr DMS Customers: 10+ / month. 4. Additional usage available by contacting edocr. Edocr provides a quick way to create reusable forms, which allows users to fill out fields you have pre-setup, such as signatures, checkboxes, dates & text fields. Then place the document on your edocr account and use it over and over, either on edocr, or as a posted or shared link. Create reusable forms with this workflow (by barcode as demo): Using this workflow does NOT count against your total OnTask uses. 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'. If the background of the Fill & Sign button is light gray, this means the form requires adding fields (text, date, checkbox, signature) prior to filling out. This process is quite easy, just follow the instructions. When the edocr form has pre-defined fields, the Fill & Sign button will be green and the efill workflow will immediately go to filling out the edocr form. Also note the copy button next to the green Fill & Sign button. This allows the form to be embedded anywhere on your website or blog, or send the link by email, launching the efill process without having to be on an edocr page. Embed a form on your blog or website: This 'copy to the clipboard' will look like this: <a href="https://www.edocr.com/v/2wlvkgjl?action=esign"><img src="https://www.edocr.com/static/esign.svg"></img></a> Want to email the form to be filled out? Easiest would be to email the edocr page link and tell the receiver to click 'Fill & Sign', or you may grab URL from the clipboard and send, like so: https://www.edocr.com/v/2wlvkgjl?action=esign This will require email verification in order to proceed, by logging in to edocr, or going through an email verification process. 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 parties. 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 or your invitee (someone you want to fill out the document) are starting with has been processed by OnTask already (see above), the next step will be for your invitee to complete the form fields and sign in the appropriate place(s), as prescribed by whatever form you are using. Two party forms may also be created, but individually by you each occurrence. 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. Example at: https://www.edocr.com/category/forms 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 light gray 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 in. You should never have to select "Edit Document", but rather proceed directly to the document to be completed. If you do run into issues of any kind, please use our Help Center on edocr.com. If the document is new to OnTask, the next step will be to prepare the document for fill & sign. The workflow will automatically take you down this branch in the workflow. The OnTask formbuilder will load the form and recognize the fields in the form as best it can. Then it is up to you to proof the form, add & edit the fields appropriately, and if you plan on using again or allowing others to use, take the final step of properly naming the individual fields in the form. Even if all the fields are recognized, you will need to manually change date and signature fields. Make sure you deselect 'required' for all fields, as it just will not work in this 'we are not sure of the roles of the parties involved' workflow. Hopefully very soon we will force the default to be 'not required' in order to make the forms template creation step smoother. The 'Scan for Fields' button below will show on any new form. This auto detect fields, and always run this first. Note that the 'Continue' button is very mis-leading and really means 'Form is Finished'! We hope to fix soon, but for now if you hit this before completing your form, the only option is to start over. Ugg! For most forms the Field detection will find all of your fields and the only task you will need to do is edit the field type, say from 'Text to Date' or 'Text to Signature'. This is done by clicking on the individual fields and editing as shown below. To add a missed field, click on the type (Text, Date, Signature, etc.) and place on the form as desired. MAKE SURE YOU THEN CLICK ON THAT FIELD AND UNSELECT 'REQUIRED' - the second interface mistake we are trying to fix, but two party forms will not work currently if fields are marked as Required! Auto detected fields will not be marked Required. Once your form is to your satisfaction, then you hit Continue! You will then fill out the form, or send to someone else to fill out. As wementioned above edocr provides a way for you create ready-to-use forms. This OnTask workflow was custom created for edocr for this very purpose. For most forms the Field detection will find many of your fields and the only task you will need to do is add & edit the field type, say from 'Text to Date' or 'Text to Signature'. This is done by clicking on the individual fields and editing as shown above. To add a missed field, click on the type (Text, Date, Signature, etc.) and place on the form as desired. Make sure to be careful on how youmark fields as required or not required. Once you have your form set up with fields placed as desired, click 'Continue'. Click 'Download Template' (even though we goofed and highlighted the wrong button) and save this PDF to your PC to be uploaded to edocr. Once uploaded, notice the 'Fill & Sign' button turns green, indicating it is a 'ready to fill' form, ready to instantly be shared and used by you and anyone else over and over again. If you have more difficult forms or documents you wish to use, or are just not able to get your form exactly right, just provide the edocr Help Center with a link to the edocr share and we will make sure your form is converted to a ready to use edocr webform for easy Fill & Sign capability. We are here to help, and we have had plenty of forms practice! Or, for really complex forms and/or workflows, contact OnTask for a tailored solution. When you actually start using an OnTask ready form, it is as simple as just typing in each field the appropriate information, just like you would if you had a hard copy paper form you needed to type into, then perhaps hand over to someone else to complete. Type away: Hand to someone else: All completed forms will be placed into a Private (only you can see, unless you edit settings) Collection on your edocr account, which edocr automatically creates for you: We are hoping to crowdsource lots and lots of ready to fill & sign forms, so if you upload a new form, make sure to set the category tag to 'Forms', and the edocr teamwill make sure they are OnTask ready to Fill & Sign'. When deployed, an OnTask check will be shown on the edocr share thumbnail, and the Fill & Sign button will turn green . Tell us about your use case and we will provide you with free use for six months. Or, don't hesitate to send your forms to us for processing, or just ask questions if you need a little assistance or guidance. Here are some tests you can try (does not count against your usage): https://www.edocr.com/v/gvy37lkz/edocr/efill-esignature-form-test https://www.edocr.com/v/l30qyyp9/edocr/e-fill-demo Here are some of the Forms' libraries found on edocr: https://www.edocr.com/category/forms https://www.edocr.com/user/edocr/collection/legalforms https://www.edocr.com/user/globaldocuments/collection/legalforms https://www.edocr.com/user/globaldocuments/collection/fillableforms More forms are being added weekly, and more are becoming Ontask ready on a steady pace as well. If you see this, contact edocr for access to more transactions: So, give it a try & let us know (edocr help center) your suggestions and questions - and share those forms with us and the world. (This document is a googledoc, easily edited as needed (and has been like ten times already!) - see how to use googledocs, sheets & slides in edocr here.)
