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Client Onboarding

• 1. Sales Rep
  • 1.1. Video Tutorial: Users Logging in for the First Time
  • 1.2. Logging Into the EOS Client Onboarding System
  • 1.3. Customizing Your User Profile
  • 1.4. Resetting Your Password
  • 1.5. About the EOS Client Onboarding Toolbar
  • 1.6. About Form Views
  • 1.7. About Terminology
  • 1.8. About the Search Feature
  • 1.9. Accessing the Search Feature
  • 1.10. Configuring a Search
  • 1.11. Performing a Search and Viewing Results
  • 1.12. About the File Browsing Feature
  • 1.13. About the Browse Dialog Box Layout
  • 1.14. Accessing the Feature (Browse) Interface
  • 1.15. Moving Files or Folders
  • 1.16. Selecting a File, Folder, or Subfolder
  • 1.17. Verifying the Current Contents
  • 1.18. Adding a New Folder or Subfolder
  • 1.19. Adding Local Files to Your Directory Structure
  • 1.20. Renaming a File or Folder
  • 1.21. Editing a Document
  • 1.22. Editing a Copy of a Document
  • 1.23. Downloading a File
  • 1.24. Viewing a Document
  • 1.25. Signing a Document
  • 1.26. Removing a File or Folder
  • 1.27. Working with File Links
  • 1.28. Running a Form
  • 1.29. Using the Document Viewer
  • 1.30. Using Batch Signing
  • 1.31. Viewing Signature Details (Signature Log)
  • 1.32. About EOS Mobile
  • 1.33. About EOS Client Onboarding Mobile Terminology
  • 1.34. Accessing the EOS Client Onboarding App
  • 1.35. About the Initial Screen
  • 1.36. Viewing Individual Form Details
  • 1.37. Running a Form (Data Entry View)
  • 1.38. Uploading Files to a Form
  • 1.39. Using the Favorites Feature
  • 1.40. Using Templates
  • 1.41. Signing an Individual Form/Document
  • 1.42. Signing Multiple Forms Simultaneously (Batch Signing)
  • 1.43. Viewing All Documents in Your App
  • 1.44. Selecting Multiple Documents
  • 1.45. Viewing an Individual, Completed Document
  • 1.46. Editing an Existing Document
  • 1.47. Updating Form Definitions
  • 1.48. Syncing Documents
  • 1.49. Searching for Documents on Your EOS Server
  • 1.50. Deleting Forms and Documents
  • 1.51. Preventing Multiple, Simultaneous Document Changes
  • 1.52. Importing Files to the EOS Client Onboarding Mobile App
  • 1.53. Using the Mobile Options
  • 1.54. Closing the Mobile App
  • 1.55. Remote Signing
  • 1.56. Contacting EOS Technical Support
• 2. Management/Operations
  • 2.1. Video Tutorial: Users Logging in for the First Time
  • 2.2. Logging Into the EOS Client Onboarding System
  • 2.3. Customizing Your User Profile
  • 2.4. Resetting Your Password
  • 2.5. About the EOS Client Onboarding Toolbar
  • 2.6. About Form Views
  • 2.7. About Terminology
  • 2.8. About the Search Feature
  • 2.9. Accessing the Search Feature
  • 2.10. Configuring a Search
  • 2.11. Performing a Search and Viewing Results
  • 2.12. About the File Browsing Feature
  • 2.13. About the Browse Dialog Box Layout
  • 2.14. Accessing the Feature (Browse) Interface
  • 2.15. Moving Files or Folders
  • 2.16. Selecting a File, Folder, or Subfolder
  • 2.17. Verifying the Current Contents
  • 2.18. Adding a New Folder or Subfolder
  • 2.19. Adding Local Files to Your Directory Structure
  • 2.20. Renaming a File or Folder
  • 2.21. Editing a Document
  • 2.22. Editing a Copy of a Document
  • 2.23. Downloading a File
  • 2.24. Viewing a Document
  • 2.25. Signing a Document
  • 2.26. Removing a File or Folder
  • 2.27. Working with File Links
  • 2.28. Running a Form
  • 2.29. Using the Document Viewer
  • 2.30. Using Batch Signing
  • 2.31. Viewing Signature Details (Signature Log)
  • 2.32. About EOS Mobile
  • 2.33. About EOS Client Onboarding Mobile Terminology
  • 2.34. Accessing the EOS Client Onboarding App
  • 2.35. About the Initial Screen
  • 2.36. Viewing Individual Form Details
  • 2.37. Running a Form (Data Entry View)
  • 2.38. Uploading Files to a Form
  • 2.39. Using the Favorites Feature
  • 2.40. Using Templates
  • 2.41. Signing an Individual Form/Document
  • 2.42. Signing Multiple Forms Simultaneously (Batch Signing)
  • 2.43. Viewing All Documents in Your App
  • 2.44. Selecting Multiple Documents
  • 2.45. Viewing an Individual, Completed Document
  • 2.46. Editing an Existing Document
  • 2.47. Updating Form Definitions
  • 2.48. Syncing Documents
  • 2.49. Searching for Documents on Your EOS Server
  • 2.50. Deleting Forms and Documents
  • 2.51. Preventing Multiple, Simultaneous Document Changes
  • 2.52. Importing Files to the EOS Client Onboarding Mobile App
  • 2.53. Using the Mobile Options
  • 2.54. Closing the Mobile App
  • 2.55. Remote Signing
  • 2.56. Contacting EOS Technical Support
• 3. Manage Accounts
  • 3.1. Video Tutorial: Users Logging in for the First Time
  • 3.2. Video Tutorial: Creating a New User Account
  • 3.3. Video Tutorial: Resetting a User Password
  • 3.4. Video Tutorial: Unlocking a User Account
  • 3.5. Video Tutorial: Assigning a User to Multiple Groups
  • 3.6. Video Tutorial: Removing a User Account
  • 3.7. Logging Into the EOS Client Onboarding System
  • 3.8. Customizing Your User Profile
  • 3.9. Resetting Your Password
  • 3.10. About the EOS Client Onboarding Toolbar
  • 3.11. Managing Users
  • 3.12. Different EOS Client Onboarding Groups
  • 3.13. About Terminology
  • 3.14. Contacting EOS Technical Support

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