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Client Onboarding

Covers EOS Client Onboarding

1. Sales Rep
2. Management/Operations
3. Manage Accounts

1. Sales Rep

1.1. Video Tutorial: Users Logging in for the First Time

1.2. Logging Into the EOS Client Onboarding System

You access your EOS Client Onboarding system by accessing a URL that is specific to your environment. When this URL is accessed, your EOS Client Onboarding system's login screen appears, allowing you to specify a username and password.

Note: Your URL is created and assigned to you during the initial EOS Client Onboarding system configuration phase. If you do not know your URL, contract Technical Support.

About the Login Screen

The login screen is your initial point of entry. It allows you to specify the following information:

Your username
Your password

1.3. Customizing Your User Profile

You can access and edit some of your profile settings, if desired, using the profile button on the EOS Client Onboarding system's toolbar.

Click the profile button, which should be labeled with your profile name.
Select profile from the options that appear.
The Preferences for dialog box appears.
Edit the following information, as desired:
Note: Not all settings can be edited from this dialog box.
- Username. Displays the user's identity for use in logging into the EOS Client Onboarding system.
- Name. Displays the user's actual full name.
- Email address. Displays the user's email address.
- Time zone. Displays the time zone for the user's current location.
- Signature stamp. Allows you to upload, download, or clear the current signature stamp.
  Note: If a signature stamp has been defined, it is displayed adjacent to the Signature stamp settings.
- Change password. Allows you to create a new password. When this check box is selected, additional text boxes appear, allowing to you define the new password.
- Change security question. Allows you to access the user's security question, which acts as a security feature to verify the authenticity of the user.
  - Question. When the Change security question check box is clicked, this text box allows you to define a question used to verify your identification when resetting your password.
  - Answer. When the Change security question check box is clicked, this text box allows you to provide the answer to the specified security question.
Type your current password in the Password text box, which verifies your identification before saving any profile changes. You always need to specify your password in this text box when making changes to your user profile.
Once all changes are complete, click save.

1.4. Resetting Your Password

Click on the Can't log in? Click here for help. link.
Enter your email address, then press the submit button.

An email will be sent to you containing a link to reset your password.
After clicking on the link to reset your password, enter the answer to your security question and your new password, then press the set password button.

You should now be able to log in with your new password.

1.5. About the EOS Client Onboarding Toolbar

The EOS Client Onboarding toolbar displays several components. When used together, they enable access to simple management and administration features.

Form Selection Drop-Down List

This drop-down list, the primary option in the interface, allows you to determine which form will be manipulated by other toolbar buttons. The list itself contains the unique identifier and full description of each form that you can access.
Note: EOS Client Onboarding customers will usually have only one form.

When the form is selected, you can run the form. You can also search for documents generated from the form.

Run

Once the form has been selected using the Form Selection drop-down list, clicking run opens the item in the Document Viewer, and allows you to begin entering data.

Search

The search option allows you to locate and retrieve previously saved forms.

After selecting your form, selecting search will list all relevant content to which the specific user has access. You may select from previously saved search parameters or create new criteria.

Browse

The browse option opens the Browse dialog box, which allows you to view and manipulate folders and files in your directory structure.

User Profile

The interface is also defined by individual user profile parameters, which can be set using the profile button. This user information is established according to the user's role within the organization's EOS Client Onboarding community.

For more information, see Customizing Your User Profile.

Help

The help option provides a method for accessing EOS online help/documentation, opening a support ticket with the development staff, or viewing your license agreement. The current EOS Client Onboarding system (LincDoc) version information can also be found here.

Windows

The windows button provides you with access to the list of currently opened windows (if any), and allows you to optionally tile the open windows on the workspace.

Hidden window are shown in italics, and can be re-displayed by selecting them.

Logout

Closes the current EOS Client Onboarding session.

1.6. About Form Views

Several different views are used through the form creation process. It is recommended that you become familiar with these views before using the EOS Client Onboarding system.

Proceed to one of the following topics below for more information:

Data Entry View

This view is used to actually input information into the completed form.

This view is accessed by clicking the run button on the EOS Client Onboarding toolbar.

Once the form's data is added using the Data Entry View, the form is submitted via the Submit button at the bottom of the Data Entry View, and the final form appears in the Document Viewer.

For more information, see Running a Form.

OpenForm View

This view is essentially the same as the Data Entry View, except that it runs in a dedicated web browser window or tab, instead of in the EOS Client Onboarding interface.

Document Viewer

The Document Viewer is used to display the "final" form, after the form has been created and submitted via the Data Entry View.

This view also allows you to download, email, and sign the form (if applicable). For more information on this view, see Using the Document Viewer.

Signature View

This special view is launched from the Document Viewer.

For more information, see Signing the Completed Form.

1.7. About Terminology

This is a list of the most common terms used throughout this documentation:

Term	Definition
action	Actions are units of work that are fired in response to form events. For example, sending an email containing a hyperlink to a document or displaying an alert message.
alert	A message box that is displayed to the end user during the data entry process.
authentication provider	See provider.
batch signing	A feature that allows you to sign multiple documents with a single signature.
bulk signing	A feature that allows you to sign multiple signature fields, in a single document, with a single signature.
boolean logic	A rule based on true or false, yes or no or the presence of one of two clearly opposed values.
calculated field	A field that is calculated by, or from a value(s) of another field.
click wrap signature	A type of signature whereby a user enters in their name and it is inserted into the generated document.
client ID	A container within EOS that stores all field definitions, source documents, generated documents and data. These cannot be created at the user level, but instead are directly tied to your license key - as created when you acquired EOS. In most cases, you will only have access to a single client ID, although multiple client IDs can be purchased, if needed.
codelist (code list)	Codelists are objects within EOS that drive drop down choice lists. For example, a form question that has a yes/no answer. There are multiple types of codelists available, including simple, advanced, and JDBC.
condition	Conditions are Boolean expressions that are evaluated throughout the lifecycle of an eForm in response to form events. When the conditions are true, then certain actions are allowed to happen based on the configuration of the eForm.
condition to display	Logic used to conditionally display or hide a field or section. Sometimes abbreviated as "c2d".
conditional text/paragraph	Refers to a snippet of text inside a Microsoft Word (or OpenOffice) source document that is conditionally shown in a generated document. The condition of the text is evaluated at document generation time, if the condition is true then the text is included else it is not included.
CSV	Short for Comma Separated Values, which is a type of text output where each field's value is separated by a comma. Values that may contain commas may be surrounded by double quote characters. For example: "Jane","Smith","123 Main Street","Southtown","IL","65099"
DANG	Short for Data And Number Generator, which is a key component of the EOS administrator interfaced used to create conditions, actions, and calculations.
data entry	The term used to describe the process of an end user filling out the form fields of a particular eForm or Document Package.
DDL	Acronym for drop-down list.
document	A file created using an eForm of Document Package. Basically the "filled-in" version of an eForm or Document Package. Also known as a generated document.
document inclusion logic	Boolean logic rule that selects a document based on the existence of a specific field or fields.
Document Package	Extends what an eForm can do by allowing one or many related Word or PDF source documents to be assembled based on predefined business logic.
document repository	A searchable storage area where documents and data are saved. EOS has its own internal document repository, and third party repositories such as Laserfiche are also supported.
document viewer	The window in which the generated document is displayed.
DRAT	Short for Document Refinement Annotation Transformer, which is an extension of the EOS markup language for more sophisticated field resolution scenarios.
drop-down list (DDL)	An eForm control that when clicked on presents a list of choices from which the user must choose one.
eForm	An electronic web form composed of a single Microsoft Word or PDF document. The document contains zero or more field placeholders. It is also comprised of field details, sections, conditions, actions, events, and lookups.
end user	Any person who uses EOS to complete a preconfigured eForm or Document Package.
event	Help describe significant points in time during the lifecycle of an eForm or Document Package. Examples of events include "on load" which fires when an eForm is first executed, or "on generate" which fires when the end user has completed the data entry process and is ready to generate their document.
field	A placeholder inside a source document for the purpose of filling with data either manually or from a database.
fields document	A source document used for the sole intention of field placeholders only, it is never meant to be part of a generated document. This technique is often used with more complex document packages which have many source documents: the fields document consolidates EOS fields to a single entity.
flattening	The processes of removing the ability to change field values in a PDF form.
function	A system calculation that returns a single value given zero or more inputs.
generated document	See document.
global field	Field definitions that can be applied to any field of the same name or pattern when creating a new eForm.
inclusion logic	The use of Boolean logic to determine if a paragraph or document should be included when generating a new document.
input constraint	A simple input mask or regular expression that can be applied to a field to enforce what data is allowed for a field.
JDBC	Short for Java Database Connectivity.
LDAP signature	A type of signature in EOS whereby the user "signs" the document by being prompted to re-enter their LDAP password at the time of signing. Often used in combination with the Active Directory integration module.
LDAR	Short for EOS Archive. An eForm definition can be exported as an .ldar file, and imported to another EOS VM.
EOS administrator	The person responsible for creating eForms and corresponding field elements, conditions, lookups, actions, etc. within the EOS system for the end user community.
EOS markup language	The term used for "<<...>>" and "<<<...>>>" expressions inside Microsoft Word documents that respectively identify fields and conditional paragraphs.
lookup	A query that searches for data in an external system.
LWSA	Short for LincWare System Administration Portal. Portal for all server level configuration options.
multi-phase signatures	The term is used to describe a document that contains multiple signature fields, and those signatures are not all signed in the same browser session: the signatures happen in different phases.
multitenancy	A type of software architecture where a single instance (installation) of the software runs on a server, but is designed to virtually partition (divide) its data and configuration. In this arrangement, each client organization (known as client IDs in EOS) uses a customized, virtual application. In the EOS environment, multitenancy is used to separate sets of forms and data.
multi-value field	A repeatable field that takes on multiple values. These are sometimes called "multi-row fields" or "pound fields" (because in the EOS markup language they are always terminated by a pound sign (#)). These field types are only available in Word source documents. Example: An eForm that captures a list of part numbers. A field that captures multiple quantities would be marked as quantity# and would represent quantity1, quantity2, quantity3, etc.
node	A specific item within a repository, accessed via the Browse dialog box. Nodes can be documents, files, or folders.
OpenForm	The term used to describe when an eForm is launched in a separate browser window (or iframe), and none of the normal EOS desktop controls are present (for example, no top toolbar with buttons for search, run, help, logout, etc.). This method is the preferred way to run eForms for end users because it is very directed in the sense that all they can do is complete the form in front of them.
paragraph inclusion logic	A condition that shows or hides a paragraph in a generated document. Only applies to Word source documents.
parse/reparse	The process of resolving/finding fields in a document. A reparse operation typically takes place whenever a source document is altered.
PDF	Acronym for "portable document format".
pound field	Another name for a multivalue field.
provider	Also known as authentication provider. Acts as a container for a specific set of users and groups. They can be created to control application access. They are created at the client ID level, making them available to other users with access to your current client ID.
required condition	Refers to a condition attached to a particular field that determines if the field must be non-blank before proceeding. Just before document generation time the condition is evaluated. If it is true and the corresponding field is blank then processing stops the user is shown a warning message that they must fill in the field before proceeding.
section	The term for a container/area within an eForm that contains one or more related fields.
signature	Both a person's name, used to formalize a document, as well as a general term for the information that applies to all form fields to which a signature itself is applied.
signature receipt	A signature feature that displays the actual signature used on a form, information about the signature (such as the name of the user who signed and the date/time), and provides buttons for downloading the corresponding signed form or just the receipt information to a file.
signature stamp	An image that can be used in place of a script font representation of a signature, and is a digital representation of your actual signature.
source document	A Microsoft Word or PDF document containing zero or more fields. In the case of Word, the EOS markup language is used to denote fields. For PDF, FDF fields are used. Adobe Lifecycle forms are also supported.
source document library (templates)	The library of documents available to users in EOS.
SQL repository	A back end storage system that is based on a relational database. Currently, this database must be either PostgreSQL or Microsoft SQL Server. Note: This feature is available with EOS version 3.3 and later releases.
subject matter expert	When designing a new eForm, this is the person who has the knowledge and expertise to provide guidance on the finer details of the form. This person also has a thorough understanding of the business processes and high level workflow logic that often accompany an eForm.
stamp	An electronic record, used with signatures, that captures details essential to demonstrate the authenticity of the signature.
superuser	Similar to a Windows Administrator account, this type of user is given access to a large majority of the EOS system and its settings. Typically, a non-cloud installation has only one superuser account called admin. Cloud installations never have a superuser account for security reasons.
synchronization/sync/on sync	An event indicating that a mobile device (for example, an iPad) is pushing locally saved forms/data to a EOS server.
TIFF	Short for "tagged image file format".
token based name	Used to describe the process of substituting tokens for form field values, especially in the case of naming a generated document. For example, the admin can create a token based name in which one of the tokens is the "lastName" field collected from an eForm, plus other tokens for the current date, followed by the file type ".pdf".
Topaz signature	A type of signature using one of the supported devices offered by Topaz.
TortoiseSVN	An optional third-party plugin for MS Windows Explorer that allows administrators to check-in and check-out documents and eForms.
UI	Short for "user interface" or the portion of the application with which users directly interact.
UUID	UUID (Universally Unique IDentifier) values can be thought of as random strings such as: 7402b0a6-d4da-489b-9955-8cc3f87735cb. UUID generators are very good at never producing the same string twice. For every document generated in EOS (regardless of the repository type: SQL Repository, Laserfiche, or Docuware), a UUID is assigned that is 36 characters long. The DANG function DocID can be used to return this value. The value is actually internally generated the moment you start a brand new form (and never changes for that form thereafter). This value is critical to doing any kind of workflow with a document, and is used to create URLs that allow direct access to manipulate a particular form (editing, viewing, signing, etc.). For more information on UUIDs, click here.
use case	This term refers to describing a situation that highlights a particular set of features and/or requirements of an eForm. For example, a form that requires several signatures from the same signee is a good "use case" for EOS's bulk signing feature.
user	Short for "end user".
user profile	Stores the user's name, email address, time zone, password, and password reset question.

1.8. About the Search Feature

The EOS Client Onboarding system has the ability to configure and save searches, within your repository, to locate previously generated documents.

This feature provides more flexibility when trying to find documents, and can be helpful when your repository contains a large number of generated documents.

1.9. Accessing the Search Feature

The search feature is executed at the form level and accessed using the search button on the EOS Client Onboarding toolbar.

Using the form selection drop-down list, select the form.
On the EOS Client Onboarding toolbar, click the search button.

The Search dialog box appears.
Proceed to one of the following topics:
- Configuring a Search
- Performing a Search and Viewing Results

1.10. Configuring a Search

You can view an existing search's configuration options, as well as create and configure new searches, using the Search dialog box. Once configured, you can use these searches to locate generated documents in your SQL repository.

Proceed to one of the following sections below for more information:

Selecting an Existing Search

You can select a previously defined search using the search drop-down list in the top left corner of the Search dialog box.

Once selected, access the search configuration options and edit them, as desired.

Creating a New Search

You can create a new search using the search drop-down list in the top left corner of the Search dialog box.

In the search drop-down list, type the name of the new search.
In the following example, a search called "New Search" is being created.
Click any white space to the right of the search drop-down list (as shown by the mouse cursor below).

The Save New Search dialog box appears.
Specify one of the following save options:
- everybody. The new search will be available to all users in the current client ID.
- only me. The new search will only be available to you. Other users will not see it and will not be able to use it.
The new search is saved.
Access the search configuration options and edit them, as desired.

Viewing the Search Configuration Options

By default, the search configuration options are hidden on the Search dialog box.

You can access them using one of the following methods:

Click the thin line near the top of the Search dialog box.
Click the triangle icon in the top right corner of the Search dialog box.
Note: You may need to resize the Search dialog box (click and drag to the right) to see this triangle icon.

The configuration options are displayed on several tabs immediately below the thin line/triangle icon (and above the search results table).

Proceed to Specifying the Configuration Options below.

Specifying the Configuration Options

Once you access a search's configuration options, you can adjust the options, as desired, to verify that the search locates the correct generated documents in your repository. These configuration options are displayed in several tabs on the Search dialog box.

Proceed to one of the following sections below for more information on each individual tab:

Specifying Search Options

The options tab allows you to specify a description for the search, which can be helpful for allowing other users to easily understand how to use the search.

This description will appear immediately below the search's name in the search drop-down list.

Specifying Search Filter Settings

The filter tab allows you to specify exactly what is searched for when the search is executed.

Using at least one condition, determine what the search will attempt to locate in your repository.

In the following example, all documents whose med_plan field contains the text gold will be returned by the search.

Tip: Use the + and - buttons to add or remove conditions, as necessary to define your search filters.

Specifying Search Column Settings

The columns tab allows you to control the information that appears in the search results table (in the lower half of the Search dialog box). This table displays the documents that match your search criteria, after a search is executed.

The columns tab is divided into the following three lists:

The available list shows any columns that are not currently being used in the search results table. If you want a column to appear in the table, you can drag it to the selected column or click the + button (to the right of the column's name).
The selected list shows all columns that are currently being used to create the search results table. If you do not want a column included in the table, you can drag it to the available list or click the - button (to the right of the column's name).
The sort columns list allows you to specify the order in which the search results appear (the sort order) in the search results table. You can select a single column or multiple columns using the column's corresponding check boxes. The order the columns appear in the list determines the sort order, with the initial sort being based on the column at the top of the list, followed by the next selected column, and so forth. You can also control the sort order (ascending or descending) using the icon that appears to the right of each selected column. The upward pointing arrow means ascending order is used, while the downward pointing arrow means descending order is used. If desired, you can click the current setting (arrow) to change it to the other setting (arrow).

Specifying Search Queue Settings

The queue tab allows to you specify if the configured search will be automatically executed when certain users log into EOS.

To use this option, you need to activate it by selecting the corresponding check box (it is not active by default) and then specify a user type that will use the option.

In the following example, the option has been activated and the search will automatically be performed for all users assigned the user-admin role.

When a user with this role next logs into EOS, a Queue dialog box similar to the following example will appear, showing the automatically executed search results.

Tip: You can click the button adjacent to the wrench button (highlighted below) to change from the Queue dialog box to the standard Search dialog box.

In addition, if this option is enabled for multiple searches, tabs appear at the top of the Queue dialog box. One tab appears for each search that uses the option. In the following example, two searches appear.

Saving Your Updated Search

Once you have completely configured your search, you need to save your changes.

In the upper portion of the Search dialog box, click the save button to the right of the search drop-down list.

A message appears confirming the save.
Click OK.
Your search changes have now been saved.

Deleting a Search

You can delete any search if it is no longer useful or necessary.

Using the search drop-down list at the top of the Search dialog box, select the search you want to delete.
Click the delete button.

A confirmation message appears.
Click Yes.
The search is deleted.

1.11. Performing a Search and Viewing Results

Once a search is configured, you can execute it, and view the results (the generated documents in your SQL repository returned by the search).

Proceed to one of the sections below for details:

Executing a Search

A search is performed (executed) on a form-by-form basis using the Search dialog box.

Access the Search dialog box for the desired form.
From the search drop-down list, select an existing search or choose a new search.
Click the search button.

The documents that match your search criteria are listed in the bottom half of the dialog box.
Proceed to Working with Search Results below.

Working with Search Results

Once a search is complete, the results are displayed in the search results table in the bottom half of the Search dialog box. You are also provided with additional options that can be used with the returned list of documents.

(optional) Using the wrench button (highlighted below), configure the columns of information displayed in the table of search results. Only selected columns will appear in the search results table.
Tip: This customization only impacts the current search. If you want to permanently edit the information displayed in the search results table for the current search, see Specifying Search Column Settings.
(optional) Adjust the order of the columns in the search results table by dragging the column headers to the desired location. This updated order is automatically saved and will appear the next time you access the Search dialog box and execute the search.
Note: The column order is search-specific, so you can specify different column orders for different saved searches.
If necessary, use the options in the bottom left corner of the dialog box to navigate the multiple pages of search results.
Using the check boxes in the first column in the search results table, select the documents you want to manipulate.
Tip: You can select individual documents (using their corresponding check boxes), as shown below, or you can click the check box in the column's heading to select all listed documents.
In the following example, two documents have been selected.
Perform any of the following options for all selected documents, as desired:
- edit. Opens the document in the Data Entry View, allowing you to alter it.
- edit copy. Open a copy of the document in the Data Entry View, allowing you to alter the copy.
- retrieve. Allows you to view the document in the Document Viewer.
- export. Allows you to export the information in the search results table as a comma separated value (CSV) file. You can export either the entire table or only selected documents.
- batch sign. Allows you to sign multiple documents returned from your search, if signatures are needed. For more information, see Using Batch Signing.

1.12. About the File Browsing Feature

You can use EOS's internal file browser to store and access documents and related files (source documents, branding images, etc.) in a customizable directory structure. The files are actually stored in and accessed from your SQL repository.

You can also perform other actions using this feature including, but not limited to:

Editing (altering and resubmitting) existing documents
Signing documents

1.13. About the Browse Dialog Box Layout

The Browse dialog box is comprised of three main components, which are shown in the diagram below.

The toolbar, at the top of the dialog box, contains the buttons which allow you to perform specific actions within this dialog box. The contents of the toolbar are dynamic, based on the type of item selected in the lower portion of the dialog box, as well as the permissions you have been granted on the selected item.

The navigation tree, on the left side of the dialog box, is used for selecting individual folders or subfolders. You can click the button immediately above the navigation tree to return to the top level directory. This button is labeled with the name of your repository (default in the following example).

The content viewer, on the right side of the dialog box, displays the contents of the folder or subfolder selected in the navigation tree. Both files and subfolders are displayed. Clicking a folder or subfolder displays the item's contents.

Clicking the check box to the left of a folder's, subfolder's, or file's name selects the item, allowing you to manipulate it via the toolbar. In the following example, the second listed file is selected.

Right-clicking a folder, subfolder, or file allows you to access options for the item without first clicking the item's corresponding check box. In the following example, the second listed file has been right-clicked.

You can also view the path to the current location in your directory structure, which appears near the top of the content viewer (highlighted below).

1.14. Accessing the Feature (Browse) Interface

The Browse dialog box is accessed by clicking the browse button.

About Form Configuration

In order to use the Browse dialog box with your form (in other words, for the browse button to appear on the EOS Client Onboarding toolbar, allowing access to the browse feature), it needs to have been submitted. Before being submitted, they are only available via the Form Selection drop-down list on the EOS Client Onboarding toolbar.

Accessing the Feature

The browse button appears on the main EOS Client Onboarding toolbar.

When the browse button is clicked, the Browse dialog box appears (shown below), displaying the current directory structure and your saved files. The dialog box itself takes its title from the title of your repository.

For more information on the layout of this dialog box, see About the Browse Dialog Box Layout.

1.15. Moving Files or Folders

You can move files or folders within the directory structure by clicking a file, and then dragging your mouse pointer over the desired, new location.

In the example below, the BackgroundForms document is being moved to the current forms subfolder. Notice the green check mark icon, which shows you that the move will be allowed when you release your mouse button.

You can also drag files to folders or subfolders listed in the navigation tree (on the left side of the dialog box), as shown below.

1.16. Selecting a File, Folder, or Subfolder

The selection process is slightly different depending on whether you are selecting an individual file or a folder/subfolder.

Proceed to one of the following sections below for more information:

Selecting an Individual File

You select individual files by navigating to the file's location, and clicking it in the content viewer on the right side of the Browse dialog box.

Using the navigation tree on the left side of the Browse dialog box, locate and click the folder or subfolder that contains the file you want to select.
The contents of the folder are displayed in the content viewer.
In the content viewer on the right side of the dialog box, click the check box, to the left of the file name, that corresponds to the desired file.
The check box is marked, and the file is highlighted, showing you that it is selected.

Note: If a file is grayed-out, and no check box is available, you do not have permission to manipulate the file.

Note: You can also right-click a file to both select it and access the menu of available options (which corresponds to the buttons that appear on the Browse dialog box's toolbar). Notice that the selected file's name appears at the top of the right-click menu, allowing you to verify that the correct file is selected.
If the selected file has attachments, review them at the bottom of the Browse dialog box.

Selecting a Folder or Subfolder

Folders and subfolders (including the Trash folder) can be selected using both the navigation tree on the left side of the Browse dialog box and the content viewer on the right side of the dialog box.

Note: Clicking a folder or subfolder in the content viewer (on the right side of the dialog box) does not select it. Instead, it automatically opens it, showing you the item's contents. To select a folder or subfolder, you must use the item's corresponding check box.

Using the navigation tree on the left side of the Browse dialog box, locate the folder or subfolder you want to select. You can easily expand folders to view subfolders using the arrow icons, as shown below.
Use one of the following methods to select a folder or subfolder:

On the right side of the dialog box (the content viewer), click the check box that corresponds to the desired folder. This method is useful if you want to select more than one folder or subfolder.
On the left side of the dialog box (the navigation tree), click the desired folder or subfolder. The item is highlighted, showing you that it is selected, and the selected item appears in the path (at the top of the content viewer).
On either side of the dialog box, right-click a folder or subfolder to both select it and access the menu of available options (which corresponds to the buttons that appear on the Browse dialog box's toolbar). Notice that the selected folder's or subfolder's name appears at the top of the right-click menu, allowing you to verify that the correct item is selected.

Selecting Multiple Items

You can select multiple files, folders, or subfolders using the check boxes displayed in the content viewer on the right side of the dialog box.

The following options are available for multiple item selection:

Click the individual check boxes to select multiple, specific items.
Click the check box at the top of the Name column to select all of the displayed items.

1.17. Verifying the Current Contents

You can click the refresh button at any time to confirm that the displayed contents are the most up-to-date (current) contents.

This option is useful if you have just added a file or a folder/subfolder, or if another user had just added a file or folder/subfolder, and you are not seeing the expected items in your directory structure.

You can also access the feature using any of the following methods:

Right-clicking a "white area" in the navigation tree (left side) of the Browse dialog box, and clicking the refresh option allows you to refresh the entire repository. The repository's name is displayed at the top of the right-click menu, showing you that you will be refreshing all of its contents.
Right-clicking a "white area" in the content viewer (right side) of the Browse dialog box, and selecting the refresh option allows you to refresh the currently selected folder, which is displayed at the top of the right-click menu.
Right-clicking an individual folder or subfolder on either side of the Browse dialog box, and clicking the refresh option. Only the selected folder is refreshed.

1.18. Adding a New Folder or Subfolder

You can add a new folder or subfolder to your directory structure using the new folder button.

Important: If this button is not available from the toolbar, you may not have permission to edit your directory structure.

Proceed to one of the following sections below:

Adding a New Top-level Folder

You can add a top-level folder by selecting the repository name and clicking the new folder button.

In the navigation tree on the left side of the dialog box, click the repository-name entry (highlighted below).
Click the new folder button.
The New folder name dialog box appears.
Type the folder's name in the name text box, and click OK.
The new folder is added as a top-level folder in your directory structure.

Adding a New Subfolder

You can add a subfolder by selecting the folder in which the new subfolder will reside, and then clicking the new folder button.

In the navigation tree on the left side of the dialog box, click the folder that will contain the subfolder.
The selected folder is highlighted, as shown below.
Click the new folder button.
The New folder name dialog box appears.
Type the folder's name in the name text box, and click OK.
The new subfolder is added inside the selected folder.

Adding Folders and Subfolders Using the Right-click Menu

You can also use the right-click menu to add folders and subfolders to your directory structure.

Perform one of the following actions, based on the type of folder or subfolder you are adding:

To add a folder to the top level of your directory structure: Right-click the "white area" on the left side of the Browse dialog box, and select new folder from the menu that appears.
To add a folder to the currently displayed directory level: Right-click the "white area" on the right side of the Browse dialog box, and select new folder from the menu that appears.
To add a new subfolder to a specific folder: Right-click the folder (on either side of the Browse dialog box) in which the new subfolder will reside, and select new folder from the menu that appears.

On the New folder name dialog box, type the folder's or subfolder's name in the name text box.
Click OK.
The new folder is added to your directory structure.

1.19. Adding Local Files to Your Directory Structure

You can add files from your local computer to your EOS directory structure using the upload button.

In the navigation tree on the left side of the dialog box, select the folder or subfolder that will contain the uploaded file as described in Selecting a File, Folder, or Subfolder.
Click the upload button.

Note: You can also right-click a particular folder or subfolder (on either side of the dialog box) and select upload from the menu that appears.

Important: If this button is not available from the toolbar, you may not have permission to add files to your directory structure.
The File Upload dialog box appears.
Click the Browse button.
The Open dialog box appears, allowing you to navigate to a file and select it.
Select the appropriate file, and click Open.
You are returned to the File Upload dialog box, and the selected file now appears on the dialog box, as shown below.

Note: If you selected the wrong file, click the Cancel option immediately to the left of the currently selected file's name. The selected file is removed, and you can re-browse to a new file.
Click Upload. The file is added to selected folder in your directory structure.

1.20. Renaming a File or Folder

You can change the name of a file or folder using the rename button.

On the right-side of the Browse dialog box, select a file, folder, or subfolder.
For more information, see Selecting a File, Folder, or Subfolder.
Click the rename button.

Note: You can also right-click the item (folder and subfolders on either side of the dialog box), and select rename from the menu that appears.
The Enter new name for dialog box appears, showing the current name of the file or folder.
In the Name text box, type a new name for the item.

Important: Take care when changing a file name. Although you can alter the file's extension (.pdf, .docx, etc.) using the rename option, the file may no longer open properly. It is recommended that you change only the file's actual name.
Click OK.
The selected item is renamed.

1.21. Editing a Document

You can directly access a document in the Data Entry View and add or change information to the document using the edit button. This button is only available for documents, and will not appear on the toolbar if you select a non-document file (such as an image file).

Important: If you want to retain the current document and its defined information by editing a copy of the document and providing new information, you should use the edit copy option as described in Editing a Copy of a Document.

Select the correct document as described in Selecting a File, Folder, or Subfolder.
Click the edit button.

Note: You can also right-click the document, and select edit from the menu that appears. The selected document's name appears at the top of the right-click menu.

Important: If this button is not available from the toolbar, you have not selected a document or you do not have permission to edit the document.
The document appears in the Data Entry View, showing you the document's currently defined information.
Edit the document, as desired.
Click Submit.
The information is saved and the document is updated.

1.22. Editing a Copy of a Document

You can directly access a document in the Data Entry View and automatically add or change information to a copy of the document using the edit copy button. This button is only available for documents, and will not appear on the toolbar if you select a non-document file (such as an image file).

This option differs from the edit option in that any information added to or changed in the document is saved in a new copy of the document when you submit the changes. The original document is not updated.

Important: If you want to edit the actual, selected version of the document, and not create a new copy to edit, use the edit option as described in Editing a Document.

After you submit the document, a copy of the document appears in your folder structure, as described in the following procedure:

Select the correct document as described in Selecting a File, Folder, or Subfolder.
Click the edit copy button.

Note: You can also right-click the document, and select edit copy from the menu that appears. The selected document's name appears at the top of the right-click menu.

Important: If this button is not available from the toolbar, you have not selected a document or you do not have permission to edit the document.
The document appears in the Data Entry View, showing you the document's currently defined information.
Edit the document, as desired.
Click Submit.
A new copy of the document is created and added to your directory structure. The new information is saved, while the original document information is retained in the original document (as shown below).

The new document is named based on the original document's type (as shown in the Type column, and typically corresponds to the form's name) and the name of the user who created the copy.

1.23. Downloading a File

You can copy a file from EOS to your local system using the download button.

Select the correct file as described in Selecting a File, Folder, or Subfolder.
Click the download button.

Note: You can also right-click the file, and select download from the menu that appears. The selected file's name appears at the top of the right-click menu.

Important: If this button is not available from the toolbar, you may not have permission to access the file.
The file is saved to your local system. The exact process for saving the file differs based on your current web browser.

1.24. Viewing a Document

If a file is a document, you can access the final, completed document in the Document Viewer using the view button.

Select the correct document as described in Selecting a File, Folder, or Subfolder.
Click the view button.

Note: You can also right-click the document, and select view from the menu that appears. The selected document's name appears at the top of the right-click menu.

Important: If this button is not available from the toolbar, you may not have permission to access the document.
The final version of the document is loaded in the Document Viewer.

Tip: If you notice that the document information needs to be edited, you can quickly edit it using the edit button as described in Editing a Document.

1.25. Signing a Document

If a document has signature fields, you can access them using the sign button.

Select the appropriate document as described in Selecting a File, Folder, or Subfolder.
Click the sign button.

Note: You can also right-click the document, and select sign from the menu that appears.

Important: If this button is not available from the toolbar, you may not have permission to access the document.

1.26. Removing a File or Folder

You can delete a file or folder from your EOS Client Onboarding directory structure using the remove button.

When removed, the item is placed in the Trash folder until it is permanently removed. When necessary, files in the Trash folder can be moved back to a non-deleted regular folder.

Select the file or folder you want to remove as described in Selecting a File, Folder, or Subfolder.
Click the remove button, or right-click the item and select remove from the menu that appears.

Important: If this button (or option) is not available from the toolbar, you may not have permission to access the file.
Click Yes to confirm the action.
The file or folder is placed in the Trash folder.

Note: Once a file is added to the Trash folder, only users who put it there and admin-type users can see it.

1.27. Working with File Links

You can easily access the links (hyperlinks) related to a document via the link button.

These links allow you to edit the original document, edit a copy of the document, view the document, or sign the document using the OpenForm Viewer (a version of the Data Entry View that appears in a web browser).

1.28. Running a Form

You can your form using the Run button on the EOS Client Onboarding toolbar.

Clicking this button opens your form in the Data Entry View, which allows you to enter information. This information is then transferred to the final document when you click the Submit button (at the bottom of the Data Entry View dialog box).

1.29. Using the Document Viewer

The Document Viewer, which appears after you complete a form in the Data Entry view and click Submit, allows you to perform the following actions:

Viewing Your Completed Document

One way to access previously saved documents is using the Browse dialog box.

Downloading the Completed Document

You can copy a completed document to your local system using the download button.

Note: The exact process for downloading the document differs based on your current web browser.

Emailing the Completed Document

You can email a copy of the completed document using the email button.

When this button is clicked, the Compose New Email dialog box appears.

To send an email:

Specify the recipient's email address in the To text box.
Specify a subject in the corresponding text box.
Type the email's message in the corresponding text box.
Click send email.
Your message is sent, with the document automatically attached.

Signing the Completed Document

If signature fields are present in your document, you are immediately alerted when the Document Viewer first opens.

You can then sign the document using the sign button, as specified in the message above.

This button opens the Signature screen, which allows you to sign the document.

Viewing Signature Information

Once you sign the document, you can view the corresponding signature information using the signInfo button.

When you click this button, the Signature Info dialog box appears, displaying complete details about all of the document's signatures. For more information, see Viewing Signature Details (Signature Log).

Printing the Completed Document

Download the file, and then print it using the image viewer of your choice.

1.30. Using Batch Signing

Batch signing allows you to sign multiple documents, with a single signature, via the Browse dialog box. Once the documents are selected, you can pick and choose the fields that you want to sign.

Accessing and Using the Feature

The batch signing feature is used by accessing the desired documents via the Browse dialog box.

From the Browse dialog box, select the documents that you want to sign.
On the Browse dialog box's toolbar, click the sign button.
The Who is signging? screen appears, and displays the number of documents and valid signature fields in the selected documents.
Click sign.
The Select signatures to sign dialog box appears.
Select the fields you want to sign using the check boxes to the left of each listed field.
Click review documents and sign.
The Select documents to sign dialog box appears.
Select the actual documents that you want to sign using the check boxes to the left of each listed document.
(optional) Click view to see each selected document in the Document Viewer. Each document is opened in its own Document Viewer dialog box.
Click sign.
The Signature Pad dialog box appears.
Using your mouse, add your signature to the pad.
Click accept.

Tip: If you are not satisfied with the signature, click clear to recreate it.
The signature is applied to the selected fields in the selected documents, and each document is opened in its own Document Viewer window, allowing you to see the applied signatures. In addition, the Signed documents dialog box appears, allowing you to review the signature actions that just occurred.
Perform any of the following actions, as desired:
- Click a listed document to select it, and click Signature info to view additional information about the signature itself.
- Click a listed document to select it, and click view to open the document in the Document Viewer.
- Click close to exit the dialog box.

Accessing for the Search Feature

You can also access batch signing using the EOS Search feature. When multiple documents are selected, the batch sign button becomes active.

Clicking the batch sign button opens the Who is signing? screen.

1.31. Viewing Signature Details (Signature Log)

The Signature Info dialog box displays the document's signature details, including the name of the signer, the date of the signature, the signer's system information, an image of the signature, and related stamp details.

Proceed to one of the sections below for more information:

About Signatures and Stamps

The Signature Info dialog box displays information for both signatures and stamps. In order to better understand the displayed information, you need to understand the meaning of both of these terms:

signature. Refers to the actual signer's name and its graphical representation. Also represents information that applies generally to all fields in which the signature is used. This information can include the signer's name, IP address, the current date/time, and an image of the signature itself.
stamp. Represents the place on the document where the signature is applied, and includes information such as the document ID, field name, current date/time, and the document's pre-hash and post-hash codes. A signature's stamp acts as an electronic record that captures details essential to demonstrate the authenticity of a given signature. It is designed to capture the information/meaning/essence of someone (the term actually originates from historical use when actual stamps and inkpads or wax seals were used). A single stamp is always applied to one field on one PDF document.
Important: The term stamp can also be used to describe the default, user stamp that can be assigned via the Preferences dialog box.

When a user signs a document, the signature may be applied to multiple fields across multiple documents. Therefore, it can be said that a single signature may be stamped multiple times on multiple documents, and each "signature" object can have one or more "stamp" objects associated with it.

About Signature Hash Codes

The hash codes associated with signatures are digital fingerprints of the document after the signature was applied. They act as a security feature, and can be used to determine if the document has been tampered with or altered. For example, if someone emailed you a PDF, and you know the hash algorithm that has been used, you could compute the PDF's fingerprint. This fingerprint could then be compared to the fingerprint of the signature stamp. If the fingerprints are not identical, the PDFs are not the same, even if they appear identical.

For more information, refer to the following website:

http://en.wikipedia.org/wiki/Cryptographic_hash_function

About Displayed Content

In general, the information displayed in the Signature Info dialog box is for viewing purposes only. The displayed information cannot be altered or edited in any way.

Note: If more than one signature exists in a document, all signatures are shown. The example at the beginning of this topic shows only a single signature.

This dialog box allows you to view the following information:

An image of the signature as it appears in the PDF (if available).
The Signer entry represents the name of the EOS Client Onboarding user who signed the document (as specified by the Signer name field setting) and the date/time when the signature was applied.
The ID of the signature (a unique identifier generated for every signature so that it can be properly stored in a database).
The IP address of the system on which the signature was applied.
The EOS provider and user name (EOS Client Onboarding login ID) of the logged in user at the time the signature was acquired.
Related stamp information including:
- The name of the eForm/Document Package to which signature was applied.
- The name of the eForm/Document Package field that contains the signature.
- The ID of the document (a unique identifier generated for the PDF document so that it can be properly stored in a database).
- The Stamp ID (a unique identifier generated for the stamp so that it can be properly stored in a database).
- The fingerprint, which is a hash of the signed PDF (described above). You can click the link to view the signed hash.

In the following example, two individuals (Mrs. Johnson and Mr. Bauer) needed to sign a medical insurance form at the doctor's office. After they both signed, the resulting details (one signature details section with two individual stamps) are displayed on the Signature Info dialog box.

Accessing the Signature Info Dialog Box

The Signature Info dialog box can be accessed from any of the following locations:

The Document Viewer
The batch signing Signed dialog box

1.32. About EOS Mobile

EOS Client Onboarding Mobile allows you to emulate your existing EOS Client Onboarding system on an Apple iPad, allowing for easy portability and in-the-field information collection.

1.33. About EOS Client Onboarding Mobile Terminology

The terminology listed below is used throughout this chapter of the help, and it needs to be understood before effectively using the mobile topics.

Note: Some of these terms are mobile-specific, but some also apply to the standard EOS Client Onboarding application.

form. A logical collection of fields, field labels, calculations, field types, etc. that, once defined, can be used to easily create numerous documents. Also known as a form definition. In EOS, forms also include inclusion logic, repository information, actions, and events.
form definition. See form above.
document. The output of a form, based on the form definition. A single form can produce any number of documents. Documents can be edited, if necessary, prior to being signed. Once signed, the editing will be limited, based on the restrictions defined within the form.
completed document. A document that has been populated in its entirety, as specified by the form's creator. It is important to note that a document does not have to have all of its fields filled in to be considered complete. These types of documents can be edited.
incomplete document. A document that has been partially populated, as specified by the form's creator. Additional information is needed before the document is considered complete. Typically, all required fields have not been populated.
signed document. A completed document that has had at least one signature applied to it, if a signature is required. With these types of documents, editing may be limited, based on the restrictions defined within the form.
downloaded document. A document that has been retrieved from an EOS server for use in EOS Client Onboarding Mobile (on an iPad). These types of documents can be edited and then "pushed" back to the EOS server, as long as changes have not already been made by another user.
standard application. Refers to the non-mobile version of EOS Client Onboarding, which is accessed via a web browser on a desktop or laptop computer.
synchronization. The act of moving ("pushing") completed documents from EOS Client Onboarding Mobile (an iPad) back to the EOS server. After a successful synchronization, the completed documents no longer exist on the iPad.
sync. Short for synchronization.
optimistic locking. A check that is performed, during synchronization, to make sure that the server version and the mobile version of a document match. This process prevents multiple users from editing and updating the same document and overriding each other's changes.
Example: Two users (Tom and Mary) are making local changes to the same downloaded document. If Tom synchronizes his document first, Mary's changes will be rejected by the EOS server when she attempts to synchronize her document. She will have to download the document again (getting Tom's synchronized changes), and re-create her changes in the document.

1.34. Accessing the EOS Client Onboarding App

When you first start the EOS Client Onboarding mobile app, you will be asked to enter login credentials which are the same as those used when accessing the standard EOS Client Onboarding application.

Tap the LincDoc Mobile app to start it.
Once the app starts, the LincDoc Log In screen appears.
Enter the following information:

Server. The hostname of the system that is running EOS Client Onboarding. For example: company.lincware.com (notice there is no https:// prefix for this setting.)
Note: In the standard app, this information appears in the web browser address text box.
Client ID. The appropriate client ID for the server specified.

Tap Next.
After a successful server and client ID verification, you are asked to provide additional login information.
Enter the following information:

Provider. Tap the V icon in the right side of this text box, and select the appropriate authentication provider.
User ID. Type your user name.
Password. Type the password that corresponds to your user name.

Tap Log In.
A synchronization of all the form definitions is automatically performed with your EOS server (if possible), verifying that you will see the most up-to-date forms in your app.
Tap OK.
The app's initial screen is displayed, giving you access to various features.
Proceed to About the Initial Screen.

1.35. About the Initial Screen

The main app screen (also know as the "initial screen") is the default screen that appears when the app is first accessed, after your login information is provided and verified. This screen also provides access to all features available in the mobile app.

This screen is divided into the following two areas:

Left side. Displays the main app features, allowing you to quickly select them, as needed.
Right side. Displays forms and documents, including incomplete, complete, and signed documents, or documents downloaded from your EOS server. This side also displays the app's options (custom settings). The information displayed on this side is based on the current selection on the left side of the app.

The following information is available, based on the selected (tapped) option:

All Forms. Displays all of the forms to which you currently have access. These forms can be used to create new completed or signed documents. The forms themselves are displayed on the right side of the screen. You can then select an individual form to run it.
Favorite Forms. Displays the forms in the All Forms list that have been specifically marked as a "favorite". This feature allows you to easily access often-used forms. The forms themselves are displayed on the right side of the screen.
All Documents. Displays any incomplete, complete, signed, or downloaded documents, and allows you to access additional options for each individual document. The documents themselves are displayed on the right side of the screen.
Outbox. Displays the current number of documents that are waiting to be synced to the EOS server. This list will be similar to the All Documents list, but no incomplete documents are included.
Update Forms. Updates the form definitions on your iPad if any changes have been made to the copies currently on the EOS server, either by other EOS Client Onboarding Mobile users or by standard application users.
Sync Documents. Sends documents waiting in the Outbox to your EOS server.
Options. Displays additional settings available with the mobile app.

1.36. Viewing Individual Form Details

When you tap the All Forms option, the forms currently available on your iPad are displayed on the right side of the app.

When you select (tap) an individual form, the form's options and information appear.

The following features are displayed on the right side of the app:

Run. Allows you to open a new copy of the form and display the form's Data Entry View, which is used to populate the form and create a new document.
Saved Templates. Displays any templates based on this form. These versions of the form auto-populate specified form fields, allowing for faster completion in certain situations.
Generated Documents. Displays all partially complete (incomplete), completed, signed, and downloaded versions of this form (documents) currently available from the mobile app. These forms can also be accessed using the All Documents option.
Note: In the example above, Incomplete and Signed sections are not present.
Favorite. Allows you to "favorite" the current form, adding it to the Favorite Forms list and making it quick and easy to select in the future.
Server Search. Allows you to search your EOS server for any existing or submitted (previously synced) documents based on this form, which can then be viewed or downloaded to your mobile device.

1.37. Running a Form (Data Entry View)

Once you access a form, you can run it (access it in the mobile version of the Data Entry View), which allows you to populate the form's fields and create a new document.

Access the form as described in Viewing Individual Form Details.
Tap Run.

The form is opened in the mobile version of the Data Entry View.
Fill in the form's fields, as necessary.
If available, you can use fields represented by a paper clip icon to upload files to the form.
(optional) Tap the gear icon to create or update a template.
When the form is complete, tap Finish at the bottom of the form.

Note: If the document is incomplete (if all required fields have not been populated), a message appears verifying that you want to exit and create a document.
The newly created document appears, and additional options are displayed at the bottom of the app.
Note: Forms created using Microsoft Word source documents cannot be displayed at this point in the process. However, the additional options, mentioned above, are still available.
Proceed to Viewing an Individual, Completed Document for more information on these additional options.

1.38. Uploading Files to a Form

If your form contains upload buttons (as shown below), you can add newly taken pictures (taken with your iPad's camera), existing (previously taken) pictures, or imported files to your form.

Once this button is clicked, additional options appear.

Both the icons (in the middle of the app) and the option (on the bottom toolbar) can be tapped to add photos or files.

Camera (left icon). Allows you to take a picture with your iPad's camera and immediately add it to your form.
Photo Library (middle icon). Allows you to select an existing photo from your iPad photo gallery and add it to your form.
Files (right icon). Allows you to select and attach a file that has been previously imported into the EOS Client Onboarding app.

After you select a photo or file, tap Attach to add it to your form.

Tip: If you attached the wrong photo or file, or want to replace the existing selection, simply tap the field again and select a different photo or file. The newly selected item overwrites the previously selected one.

1.39. Using the Favorites Feature

You can specify individual forms as "favorites", which allows you to easily access them, especially if your main list of forms (the All Forms option) is lengthy.

Proceed to one of the following sections below for more information:

Viewing and Selecting Favorited Forms

Forms that have been added to your favorites list can be easily accessed by tapping the Favorite Forms option on the left side of the app. The forms that have been designated as favorites are listed on the right side of the app.

The process for accessing these forms, and the corresponding form options that appear, is identical to the one used when using the All Forms option. The difference is that you have the ability to control the content of the Favorite Forms list, as described below.

Adding a Form to Your Favorites List

You can add a form to your list of favorite forms using the Favorite option.

Access the form you want to add to your favorites list as described in Viewing Individual Form Details.
On the right side of the app, switch the Favorite option to the "enabled" position, as shown below.
Tap the Favorite Forms option on the left side of the app to verify that the form is now listed.

1.40. Using Templates

You can use templates to populate forms more accurately and rapidly while using EOS Client Onboarding Mobile. Templates allow you to pre-fill specific form fields if you know that the field value will not change.

When filling out a form, you can then choose between a completely blank form or a template version of the form, which contains the pre-filled fields.

Note: Templates exist only in your local app and cannot be shared between iPads or uploaded to the EOS server.

Proceed to one of the following sections below for more information:

Creating a Template

You can create a template from a specific form using the gear icon at the bottom of the form itself.

Open the form you want to use to create a template as described in Running a Form (Data Entry View).
Fill in the form's fields, as desired. These specified field values will appear in the template once it is created.
In the bottom right corner of the form, tap the gear icon.

Additional options appear.

Note: If you have already saved this form as a template, the Update Template option also appears.
Tap the Create a New Template option.
The Create New Template screen appears.
Enter a name for the template, and tap OK.
In the bottom left corner of the form, click Cancel.
Note: Clicking Cancel allows you to avoid creating a new document. Instead, only the template is created.
Click Yes to confirm the cancellation.
The new template is now available as described in Accessing a Template below.

Accessing a Template

Once a template has been created, it can be accessed via the corresponding form's main options screen.

Select the appropriate form as described in Viewing Individual Form Details.
The form's information is displayed.
Tap the template from the Saved Templates list.

The template's screen is loaded, allowing you to either run, delete, or rename the template.

Executing (Running) a Template

Once created, templates can be used in the same way as standard forms using the template's Run option.

View the template's options as described in Accessing a Template above.
Tap Run.
The template is opened.
Fill in the form's fields as you would with a standard form.

Updating a Template

You can adjust an existing template, altering the pre-defined fields, using the Update Template option.

Access and run the template as described in Accessing a Template above.
Adjust the template's fields, as desired.
In the bottom right corner of the app, tap the gear icon.

Additional options appear.
Tap Update Template.
Click OK to confirm the changes to the template.
In the bottom left corner of the app, click Cancel.
Note: Clicking Cancel allows you to avoid creating a new document. Instead, only the template is updated.
Click Yes to confirm the cancellation.
Your template is updated and saved, and no additional document is created.

Renaming a Template

You can rename a template after it is created and given an initial name.

View the template's options as described in Accessing a Template above.
Tap the template's name, which appears below the Run and Delete options.

A cursor appears adjacent to the template's name.
Adjust the template's name, as necessary.
In the upper right corner of the app, click Save.
You are returned to the template's options screen, and the new template name appears, as shown below.

Deleting a Template

You can remove an existing template from your app.

View the template's options as described in Accessing a Template above.
Tap Delete.
Tap Yes to confirm the action.
The template is removed from your app.

1.41. Signing an Individual Form/Document

When you are ready to sign a form, you can either sign it immediately after you fill in the form, or you can access it at a later time and then sign it (as a document).

Proceed to one of the following sections below for more information:

Signing a Form Immediately After Completion

You can sign a form as soon as it is completed, and all of the required fields are filled in.

Perform one of the following actions:
1. Complete the form as described in Running a Form (Data Entry View).
2. Access the previously completed form as described in Signing a Document (Previously Completed Form) below.
After you click Finish (newly completed form) or access it (document), the Signature button (pen icon) appears at the bottom of the form's preview screen.
Tap the Signature button.
The Who is signing? screen appears.

This screen displays the name of the currently logged in user, and, when applicable, allows you (the current user) to select which signature you want to use (if the form has multiple signature fields).
If you are going to sign a single signature field, or only one field is available, perform the following steps:

If necessary, tap the appropriate signature entry (signature field label).
The selected entry is highlighted. In the example above, only the single Signature entry is available for signing.
Tap the Sign option.
The large signature box appears.

If you are going to sign all of the signature fields (known as bulk signing), tap the Sign All option.

Note: The Who is signing? screen example shown above only displays a single signature field. If you are using bulk signing, additional signature fields would be listed.
The large signature box appears.
In the large signature text box, sign your name with your finger.
Perform one of the following actions:

Tap Accept to use the signature as displayed.
Tap Clear to remove the added signature and re-create the signature.

Verify that the signature has been accepted.
You are returned to the form's preview, and, for PDF-based forms, the signature is displayed. In the following example, all signature fields were signed with the same signature (via the Sign All option).
Complete the process using the options at the bottom of the form's preview screen.

Signing a Document (Previously Completed Form)

You can sign a document that was completed at an earlier time but was never signed. This sign option is accessed via the document's individual options.

Access document details using one of the following options:

Access individual document details, which shows you completed documents that need to be signed.
Tap All Documents and locate the completed document you want to sign.

Tap the document you want to sign. The document's options are displayed.
Perform one of the following actions:

From the document's option screen, tap the Sign option.
Important: If you do not see this option, you should verify with Technical Support that your clientID has batch signing enabled (via the batchSign option).
From the document's option screen, tap the View option.

Sign the document as described above.

1.42. Signing Multiple Forms Simultaneously (Batch Signing)

When multiple documents have been completed, you can sign all of them using a single signature. This feature is known as "batch signing".

Proceed to one of the following sections below for more information:

"Batch Signing" Versus "Bulk Signing"

Batch signing, described in this topic, allows you to sign multiple documents using a single signature.

A similar feature, bulk signing, allows you to sign multiple signature fields in a single document using a single signature. For more information on using this feature, as part of the process of signing a single document, see Signing an Individual Form/Document.

Signing Multiple Forms

Tap All Documents to access all of your completed documents that may be signed.
Select the documents you want to sign use one of the following methods:

If you want to sign all available documents, as determined automatically by the app, proceed to the next step.
If you want to manually select the documents you will sign, use the Select option.
Tip: Use the Search text box to refine the list of displayed documents.

Locate the Sign option at the bottom of the app. The number displayed next to the option shows you the number of documents that will be signed simultaneously. In the example below, two documents have been selected.
Tap the Sign option.
The Sign Documents screen appears, allowing you to verify the batch signing, and confirming the number of documents to be signed.
Tap Yes.
The Signer Selection (Who is signing?) screen appears, and you are prompted to specify who will sign the documents based on the "signer name" field associated with the signatures.
Tap the correct signer.
The Which signature(s)? screen appears.
Select the signature field(s) that will use the signature via either of the following methods:

Tap individual signature fields. Selected signature fields display a check mark, as shown below.

Note: You can also tap selected fields to un-select them (remove the check mark).
Tap the Select All option at the bottom of the Which signature(s)? screen.

Tap Continue.

The Review and sign screen appears, showing the documents that will be associated with the signature and a signature canvas itself.
Verify that the correct documents are listed.
In the signature canvas, sign the documents using your finger.
Click Apply Signature.

A screen appears informing you that the signature was applied to the documents.
Tap OK.
The signed documents are updated and moved to the Signed Documents list.

1.43. Viewing All Documents in Your App

You can view a list of all documents that are incomplete, have been completed but not signed, have been signed, or have been downloaded from your EOS server using the All Documents option.

Once you tap this option, the completed documents are displayed on the right side of the app.

Tip: You can search for documents, if your document list is lengthy, using the Search Documents text box at the top of the right side of the app.

You can tap any listed form to access its individual options.

The following options are available from completed, signed, and downloaded documents:

View. Allows you to access a preview of your PDF-based documents.
Edit. Allows you to access an incomplete or completed document as a form (in Date Entry View) and make changes to the field values.
Synchronize. Allows you to upload the selected document to your EOS server.
Note: This feature is not available for incomplete documents.
Sign. Allows you to sign a completed document.
Note: This feature is not available for incomplete documents.
Delete. Removes the selected document from your mobile device. It does not delete the corresponding form from the All Forms list. It only deletes the selected document.

The following information is shown for completed and signed documents:

Form. The full name of the form used to create the document.
Status. The state of the current document. Typically it will be either incomplete, complete, signed, or downloaded.
Last Saved date and time. The time/date stamp when the document was last altered and saved.
Server Name (downloaded forms only). The name of the server from which the document was downloaded.
Download Date (downloaded forms only). The date when the document was downloaded.
Sync Status (downloaded forms only). The current status of the sync, including any conflicts with the EOS server.
Search Indexes. Displays the search indexes defined for the form used to create the document. These indexes are defined using the standard EOS application, and they can be used to create custom searches within your app.

1.44. Selecting Multiple Documents

The ability to select multiple documents can be useful, especially in the following situations:

Signing multiple documents with a single signature (batch signing)
Deleting multiple documents
Synchronizing multiple documents with your EOS server

Selecting multiple documents is similar to the standard Apple (iOS) control for selecting multiple items in other apps.

On the left side of the app, tap All Documents.
(optional) Refine your All Documents list using the Search text box.
In the upper right corner of the app, tap Select.

Selection circles appear to the left of each document in the All Documents list (as highlighted below).
Tap the appropriate circles to select the desired documents.
The tapped circles change to check marks, showing you that the document is selected.

Note: You can tap the All option at the bottom of the app to select all listed documents.
Perform one of the following actions on the selected documents:

Sign the documents.
Synchronize the documents with your EOS server.
Delete the documents.

1.45. Viewing an Individual, Completed Document

You can access a preview of your PDF-based documents using the View option. You can also use this option to access a completed document that needs to be signed.

Access your app's documents using the All Documents option, and tap the document you want to view.
The document's options appear.
Tap the View option.

A preview of the document appears.
Perform any of the following actions, as desired:

Close the document preview and return to your list of documents.
Synchronize the document and close the document preview at the same time using the Sync and Close option. The synced document will no longer appear in your list of documents.
If the document is not already signed, you can sign the document using the corresponding button.

The signature is immediately applied to the preview of the file.
View any files that were attached to the document using the "paperclip" icon.

When this icon is clicked, a list of upload fields, as defined in the document, appears. You can tap any listed field to view the corresponding, attached file. In the following example, two upload fields are present in the document, with the second field currently selected.
Distribute the document via email using the "email" icon.

1.46. Editing an Existing Document

You can access a previously created document and alter its contents using the Edit option.

Important: Signed documents typically cannot be edited and most of the document's fields were probably locked when the signature was applied.

Finishing Incomplete Documents

You can complete partially filled-in documents using the Edit option.

Access the list of Incomplete Documents using the All Documents option.
Tap a document to access the document's options. Notice that only the Edit and Delete options are available.
Tap Edit.
Edit the form's fields and submit the updated document as described in Running a Form (Data Entry View).

Altering Completed or Downloaded Documents

You can update previously completed, un-signed documents or downloaded forms using the Edit option.

Access the list of Completed Documents or the list of Downloaded Documents using the All Documents option.
Tap a document to access the document's options.
Tap Edit.
Edit the form's fields and submit the updated document as described in Running a Form (Data Entry View).

1.47. Updating Form Definitions

You can update the form definitions and related information on your iPad, pulling down updates from the EOS server, using the Update Forms option.

About Updated Information

The following information is updated when this feature is used:

New forms. Any newly created forms are added to app. These forms are added to your All Forms list.
Changed forms. If a form has been altered (for example, with new or updated source documents, fields, calculations, actions, etc.) it is updated in the app.
Offline codelists and lookups. Offline codelists and lookups allow you to reuse existing data when not connected to a server (when "in the field"). They retrieve all available data from a server at once, which allows them to then use a filter that can be evaluated by an offline device (such as an iPad).

Retrieving Updates

Using this feature allows you to verify that you have access to the most up-to-date versions of forms and related information that is shared among numerous iPads and the standard EOS Client Onboarding application.

Verify that only needed forms are set up for use with the mobile app. Doing so with reduce your overall update time.
On the left side of the app, tap Update Forms.

The Update forms from the server? screen appears.
Tap Yes.
The forms and related information on your iPad are updated.

1.48. Syncing Documents

Completed documents must be saved back to the EOS server at some point, and at that time the locally completed documents are removed from the iPad. This process is known as "synchronization".

About Viewing Documents for Synchronization

You can view the documents that need to be synchronized using either of the following options on the left side of the app:

Click Outbox to only view documents that can be synced. This option is used throughout the procedures below.
Click All Documents, which provides access to a Synchronize option (at the bottom of the right side of the app). The list itself also contains incomplete documents, which will not be synchronized.

Quickly Synchronizing All Available Documents

If you simply want to synchronize all available documents, without first reviewing the list of documents that will be uploaded to your EOS server, use the Sync Documents option.

Note: If you want to review the list of documents that will be synced, before uploading them to your EOS server, proceed to the next section below.

On the left side of the app, tap Sync Documents.

The Synchronize Documents screen appears.
Tap Yes to verify the action.
All documents that can be synced, as automatically determined by the app, are uploaded to your EOS server.
When the synchronization is complete, tap OK.

Although the synced documents are no longer available from your app, they can be retrieved from the EOS server, if needed.

Reviewing and Synchronizing All Available Documents

You can update all completed, signed, and downloaded documents, and send these updated versions from your iPad to the EOS server, using the Synchronize All option. When using this option, a list of the documents that will be synced is displayed.

Important: This option automatically synchronizes all available documents in the overall list of documents.

On the left side of the app, examine the Outbox option. Notice that the number of documents the can be synced is listed directly on the option.
Tap the Outbox option.
The documents that are ready to be synchronized are listed on the right side of the app.
On the right side of the app, tap Synchronize All at the bottom of the screen.

The Synchronize Documents screen appears.
Tap Yes.
The documents are synced, and the progress is shown.
When the synchronization is complete, tap OK.

You are returned to your list of documents, and the synced documents are no longer listed. However, they can be retrieved from the EOS server, if needed.

Synchronizing a Single Document

You can synchronize a single document by accessing the document's options and using the Synchronize option.

Access a desired completed, signed, or downloaded document via the Outbox option.
The document's options appear.
Tap Synchronize.

The Sync Document screen appears.
Click Yes to verify the synchronization.
Your document is updated on your EOS server. A message appears when the synchronization is complete.
Tap OK.
You are returned to your list of documents, and the synced document is no longer listed. However, it can be retrieved from the EOS server, if needed.

Synchronizing Selected Documents

You can specify a subset of the documents in your app for synchronization. This feature allows you to synchronize more than one document without having to synchronize all documents.

Access the list of documents via the Outbox option.
Select the documents you want to synchronize.
Tap Synchronize at the bottom of the list.

The Synchronize Documents screen appears.
Click Yes to verify the action.
The selected documents are updated on your EOS server. A message appears when the synchronization is complete.
Tap OK.
You are returned to your list of documents, and the synced documents are no longer listed. However, they can be retrieved from the EOS server, if needed.

1.49. Searching for Documents on Your EOS Server

You can search for previously created documents on your EOS server. When found, these documents can be downloaded to your mobile device and manipulated using the EOS Client Onboarding mobile app.

Proceed to one of the following sections below for more information:

About the Default Search

Each form automatically includes a default search feature, which allows you to search for documents created by the user currently authenticated to the app and during a specified time frame.

You can access this search as described below.

Accessing and Using the Search Feature

The search feature is accessed at the form level. Each form can have different searches defined for it.

Access the form that was used to create the document you want to retrieve from your EOS server.
Tap the Server Search option.

The server-created searches appear on the right side of the app.
Tap the desired search.
The search's available parameters are displayed.
Configure the desired search parameters.

Tap the displayed parameters to select the desired options.
Remove search parameters using the - button.
Add more search parameters to this particular search using the + button.
Note: Any parameters added using this method are only available while the Search screen is open. Once you exit the search, only the search's parameters, as defined on your EOS server, are saved.

Tap Search in the upper right corner of the app.

If the search is successful, results are displayed.

Note: If a document has already been downloaded to your mobile device, the word "Downloaded" appears in place of the document's date/time stamp.
Perform one of the following actions (each of which is described in individual sections below):

Downloading a Single Returned Document

Once located via a search, a document can be downloaded and manipulated with your mobile app.

Locate the desired document using the search feature.
In the list of returned documents, tap the desired document.
Additional options appear.
Tap the Download option.
The document is downloaded, and additional options appear.
Perform any of the following actions:

Downloading Multiple Documents

You can select more than one document from your search results and download them simultaneously.

Locate the desired documents using the search feature.
Using the Select option, choose the documents you want to download.
Tap Download at the bottom of the screen.

The selected documents are downloaded to your mobile device.

Viewing the Server Version of a Document

You can view a copy of the completed document, as it appears on the server, without downloading it to your iPad using the View Server Copy option.

Locate the desired document using the search feature.
In the list of returned documents, tap the desired document.
Tap the View Server Copy option.

The PDF version of the document is displayed.
Once you finish reviewing the document, tap Done to close the document and return to the document's search details screen.

1.50. Deleting Forms and Documents

You can remove documents from your iPad app. The deleted documents are still available from your EOS server.

Proceed to one of the following sections below for more information:

Deleting a Single Document

You can delete a particular incomplete, completed, signed, or downloaded document from your mobile device.

Access the list of documents via the All Documents option.
Locate the documents you want to delete using one of the following methods:

Manually from the All Documents list.
Via the Search Documents text box at the top of the All Documents list.

Tap the document to select it. Once selected, the document's options are displayed.
On the right side of the app, tap Delete.

The Delete Document screen appears.
Tap Yes.
The selected document is deleted from your iPad.

Deleting Selected Forms

You can delete multiple incomplete, completed, signed, or downloaded documents from your mobile device.

Access the list of documents via the All Documents option.
Locate the documents you want to delete using one of the following methods:

Manually from the All Documents list.
Via the Search Documents text box at the top of the All Documents list.

Use the Select option to choose multiple documents.
Tap Delete at the bottom of the right side of the app. Notice that the option itself displays the number of selected documents.

The Delete Select Documents screen appears.
Click Yes to verify the action.
The selected documents are removed from your iPad.

Deleting All Documents

You can easily delete all of the incomplete, completed, signed, or downloaded documents from your mobile device.

Access the list of documents via the All Documents option.
In the upper right corner of the app, tap the Select option.

Selection options appear, allowing you to choose multiple documents.
At the bottom of the app, tap the All option.

All of the listed documents are selected.
Tap Delete at the bottom of the list. Notice that the option itself displays the number of selected files.

The Delete Select Documents screen appears.
Click Yes to verify the action.
All of the listed documents are removed from your iPad.

1.51. Preventing Multiple, Simultaneous Document Changes

When synchronizing documents between your iPad and your EOS server, a check is performed, to verify that the versions match. This step prevents multiple users from editing and updating the same document and overriding each other's changes.

Note: This verification process is sometimes referred to as optimistic locking.

Proceed to one of the following topics for more information:

About Feature Limitations

This feature guarantees that the version on the EOS server is always up-to-date, and that changes uploaded from an iPad cannot overwrite changes made (at the same time) to the same document either from other mobile devices or via the standard (web-based) EOS application.

However, this feature does not prevent changes from being made on a server while working with a document on a mobile device. When you download a document to your iPad, you take the risk of changes being made to the same document on the EOS server by another user. If this other version of the document is uploaded to the EOS server before your personal version, you will not be able to upload your version. In other words, the server version of the document is not locked after you download it, so other users can make changes to and upload the same document, which will render your changes non-syncable.

Important: The main purpose of the optimistic locking feature is to prevent your EOS server from containing conflicting data. It is a server-side feature, not a mobile app-side feature.

If a downloaded document has been updated on your EOS server, a message will appear adjacent to the document when viewed via the All Documents list, as shown below.

Documents displaying this message can no longer by synced. Instead, you should download the updated version from the EOS server, and then make updates using your mobile device. For more information, see Resolving Synchronization Errors below.

About Synchronization Error Messages

The following example shows the error message that will appear if the version of the document on the EOS server is newer than the version being synchronized from your iPad.

After you tap OK to close the error message, the form's information is displayed, and a Conflicts with Server message appears in the Sync Status field.

This message also appears if the document appears in a document list.

About Documents Updated on the EOS Server

If you access a downloaded document that has been updated on your EOS server, different options appear than with a standard document.

The following options allow you to either view the different versions of the document or resolve the synchronization error:

View Local Copy. Open a preview of the document as it appears on your mobile device.
View Server Copy. Open a preview of the document as it appears on your EOS server.
Download From Server. Copy the version of the document on your EOS server to your mobile device.
Delete Local Copy. Remove your local (out-of-date) document from your mobile device.

For more information on the last two options listed above, proceed to the next section below.

Resolving Synchronization Errors

If a sync error occurs, as described above, you can perform one of the following actions to resolve the issue. Remember, resolving the issue means that your local copy of the document, and all changes that you have made, will be lost and replaced with the updated copy from your EOS server.

Proceed to one of the following sections below for more details:

If you want to replace your local copy with a server copy, and then re-create your lost changes, see Downloading the Server Version of the Document.
If you simply want to remove your local copy, see Deleting the Local Copy.

Downloading the Server Version of the Document

You can replace the local version of the document with the version on your EOS server. Once replaced, the new version can again be edited, if desired.

Access the document's options as described in About Documents Updated on the EOS Server above.
Tap the Download From Server option.
Tap Yes to verify the action.
The document's options are updated to show the standard set of options, and the Sync Status entry is no longer present (instead of displaying a server conflict or updated message).

In addition, the server version now appears in your list of documents (All Documents), and the Conflicts with Server message is no longer present.
(optional) Open the document and re-create your changes.
Synchronize the document as soon as it is completed.

Deleting the Local Copy

If desired, you can simply delete the local copy, and then download the document again at a later time.

Access the document's options as described in About Documents Updated on the EOS Server above.
Tap the Delete Local Copy option.
Tap Yes to verify the action.
The local copy is removed from your iPad, and no updated version from your EOS server is placed on your iPad. The document is simply no longer present in your All Documents list, as highlighted below.
(optional) Download the document again.
Synchronize the document as soon as it is completed.

1.52. Importing Files to the EOS Client Onboarding Mobile App

You can import .PDF and Microsoft Word files (both .docx and .doc file types) into the EOS Client Onboarding Mobile app from other iPad apps (for example: your email app, the Safari web browser, a file sharing app, etc.).

The exact process for importing a file varies based on the app from which the file is coming.

Access the app's export option and selecting Open in LincDoc. An example of this option is shown below. Your app's option may vary slightly.
Tapping and holding the file name and choosing Open in LincDoc.

Once imported, a message appears in the EOS Client Onboarding app.

These files can then be used with a form's upload field via the Files options.

Important: Imported files are only available from the app for a specified period of time, after which they are automatically deleted from the app. This time period is set using the Delete imported files server-side option.

1.53. Using the Mobile Options

The Options feature gives you access to user and app information, as well as basic app settings.

Proceed to one of the sections below for more information:

Accessing the Feature and Viewing Basic Information

The basic app information is accessed by tapping Options on the left side of the mobile application.

On the left side of the app, tap Options.

Basic user and app information is displayed on the right side of the screen.
Review the following information, as desired:

- User Info. This area displays basic user information.
  - User ID. Your user name, as used to log into the app.
  - Server. The URL of the EOS server to which you are currently connected.
  - Client ID. The client id you specified when logging into the app.
  - More. Tapping this option displays additional user settings specified on the EOS server. For more information, see Viewing Additional User Information below.
- App info. This area displays basic information about the app itself.
- - Version. The version of the app currently installed on your iPad.
  - Build. The build number on the corresponding EOS server.
- Other Options. This area displays additional app options.

Viewing Additional User Information

You can view complete user information, including offline settings set on the EOS server, by tapping the the More option in the User Info area.

Additional options appear for you app. You'll need to swipe up to see some of the available options.

Using Additional Options

The following additional options are available, which allow you to control the appearance of your app:

Display Background. Allows you to specify whether or not the app's background image is displayed. Background images can be added via the offline settings on the EOS server.

1.54. Closing the Mobile App

You can exit the app simply by clicking your iPad's Home button.

However, it is recommended that you log out of the app first.

On the left side of the app, tap Options.
On the right side of the app, tap Logout.

The initial LincDoc Log In screen appears. The app is now secure.
Close the app using your iPad's Home button.

1.55. Remote Signing

1.56. Contacting EOS Technical Support

LincWare is dedicated to providing its customers with the most efficient and affordable pathway to benefiting from its products. Each EOS Client Onboarding solution is designed around ease of use, exceptional cost-to-benefit value and rock-solid architecture.

Backing those product principles is a knowledgeable, 24/7 web-based technical support structure dedicated to solving any issue that arises in as little time as possible. In fact, one call is typically all it takes.

You can contact EOS Technical Support using any of the following methods:

Navigate to https://eossupport.lincware.com and fill out the web-based form. This form, when submitted, also opens a support ticket.
Call our main number directly at 585-563-1669, and ask to speak to a support specialist.

If at any time your problem is not solved to your satisfaction, the chain of command is readily available to address it until you are completely satisfied.

2. Management/Operations

2.1. Video Tutorial: Users Logging in for the First Time

2.2. Logging Into the EOS Client Onboarding System

Note: Your URL is created and assigned to you during the initial EOS Client Onboarding system configuration phase. If you do not know your URL, contract Technical Support.

About the Login Screen

The login screen is your initial point of entry. It allows you to specify the following information:

Your username
Your password

2.3. Customizing Your User Profile

You can access and edit some of your profile settings, if desired, using the profile button on the EOS Client Onboarding system's toolbar.

Click the profile button, which should be labeled with your profile name.
Select profile from the options that appear.
The Preferences for dialog box appears.
Edit the following information, as desired:
Note: Not all settings can be edited from this dialog box.
- Username. Displays the user's identity for use in logging into the EOS Client Onboarding system.
- Name. Displays the user's actual full name.
- Email address. Displays the user's email address.
- Time zone. Displays the time zone for the user's current location.
- Signature stamp. Allows you to upload, download, or clear the current signature stamp.
  Note: If a signature stamp has been defined, it is displayed adjacent to the Signature stamp settings.
- Change password. Allows you to create a new password. When this check box is selected, additional text boxes appear, allowing to you define the new password.
- Change security question. Allows you to access the user's security question, which acts as a security feature to verify the authenticity of the user.
  - Question. When the Change security question check box is clicked, this text box allows you to define a question used to verify your identification when resetting your password.
  - Answer. When the Change security question check box is clicked, this text box allows you to provide the answer to the specified security question.
Type your current password in the Password text box, which verifies your identification before saving any profile changes. You always need to specify your password in this text box when making changes to your user profile.
Once all changes are complete, click save.

2.4. Resetting Your Password

Click on the Can't log in? Click here for help. link.
Enter your email address, then press the submit button.

An email will be sent to you containing a link to reset your password.
After clicking on the link to reset your password, enter the answer to your security question and your new password, then press the set password button.

You should now be able to log in with your new password.

2.5. About the EOS Client Onboarding Toolbar

The EOS Client Onboarding toolbar displays several components. When used together, they enable access to simple management and administration features.

Form Selection Drop-Down List

When the form is selected, you can run the form. You can also search for documents generated from the form.

Run

Once the form has been selected using the Form Selection drop-down list, clicking run opens the item in the Document Viewer, and allows you to begin entering data.

Search

The search option allows you to locate and retrieve previously saved forms.

After selecting your form, selecting search will list all relevant content to which the specific user has access. You may select from previously saved search parameters or create new criteria.

Browse

The browse option opens the Browse dialog box, which allows you to view and manipulate folders and files in your directory structure.

User Profile

For more information, see Customizing Your User Profile.

Help

Windows

The windows button provides you with access to the list of currently opened windows (if any), and allows you to optionally tile the open windows on the workspace.

Hidden window are shown in italics, and can be re-displayed by selecting them.

Logout

Closes the current EOS Client Onboarding session.

2.6. About Form Views

Several different views are used through the form creation process. It is recommended that you become familiar with these views before using the EOS Client Onboarding system.

Proceed to one of the following topics below for more information:

Data Entry View

This view is used to actually input information into the completed form.

This view is accessed by clicking the run button on the EOS Client Onboarding toolbar.

Once the form's data is added using the Data Entry View, the form is submitted via the Submit button at the bottom of the Data Entry View, and the final form appears in the Document Viewer.

For more information, see Running a Form.

OpenForm View

This view is essentially the same as the Data Entry View, except that it runs in a dedicated web browser window or tab, instead of in the EOS Client Onboarding interface.

Document Viewer

The Document Viewer is used to display the "final" form, after the form has been created and submitted via the Data Entry View.

This view also allows you to download, email, and sign the form (if applicable). For more information on this view, see Using the Document Viewer.

Signature View

This special view is launched from the Document Viewer.

For more information, see Signing the Completed Form.

2.7. About Terminology

This is a list of the most common terms used throughout this documentation:

Term	Definition
action	Actions are units of work that are fired in response to form events. For example, sending an email containing a hyperlink to a document or displaying an alert message.
alert	A message box that is displayed to the end user during the data entry process.
authentication provider	See provider.
batch signing	A feature that allows you to sign multiple documents with a single signature.
bulk signing	A feature that allows you to sign multiple signature fields, in a single document, with a single signature.
boolean logic	A rule based on true or false, yes or no or the presence of one of two clearly opposed values.
calculated field	A field that is calculated by, or from a value(s) of another field.
click wrap signature	A type of signature whereby a user enters in their name and it is inserted into the generated document.
client ID	A container within EOS that stores all field definitions, source documents, generated documents and data. These cannot be created at the user level, but instead are directly tied to your license key - as created when you acquired EOS. In most cases, you will only have access to a single client ID, although multiple client IDs can be purchased, if needed.
codelist (code list)	Codelists are objects within EOS that drive drop down choice lists. For example, a form question that has a yes/no answer. There are multiple types of codelists available, including simple, advanced, and JDBC.
condition	Conditions are Boolean expressions that are evaluated throughout the lifecycle of an eForm in response to form events. When the conditions are true, then certain actions are allowed to happen based on the configuration of the eForm.
condition to display	Logic used to conditionally display or hide a field or section. Sometimes abbreviated as "c2d".
conditional text/paragraph	Refers to a snippet of text inside a Microsoft Word (or OpenOffice) source document that is conditionally shown in a generated document. The condition of the text is evaluated at document generation time, if the condition is true then the text is included else it is not included.
CSV	Short for Comma Separated Values, which is a type of text output where each field's value is separated by a comma. Values that may contain commas may be surrounded by double quote characters. For example: "Jane","Smith","123 Main Street","Southtown","IL","65099"
DANG	Short for Data And Number Generator, which is a key component of the EOS administrator interfaced used to create conditions, actions, and calculations.
data entry	The term used to describe the process of an end user filling out the form fields of a particular eForm or Document Package.
DDL	Acronym for drop-down list.
document	A file created using an eForm of Document Package. Basically the "filled-in" version of an eForm or Document Package. Also known as a generated document.
document inclusion logic	Boolean logic rule that selects a document based on the existence of a specific field or fields.
Document Package	Extends what an eForm can do by allowing one or many related Word or PDF source documents to be assembled based on predefined business logic.
document repository	A searchable storage area where documents and data are saved. EOS has its own internal document repository, and third party repositories such as Laserfiche are also supported.
document viewer	The window in which the generated document is displayed.
DRAT	Short for Document Refinement Annotation Transformer, which is an extension of the EOS markup language for more sophisticated field resolution scenarios.
drop-down list (DDL)	An eForm control that when clicked on presents a list of choices from which the user must choose one.
eForm	An electronic web form composed of a single Microsoft Word or PDF document. The document contains zero or more field placeholders. It is also comprised of field details, sections, conditions, actions, events, and lookups.
end user	Any person who uses EOS to complete a preconfigured eForm or Document Package.
event	Help describe significant points in time during the lifecycle of an eForm or Document Package. Examples of events include "on load" which fires when an eForm is first executed, or "on generate" which fires when the end user has completed the data entry process and is ready to generate their document.
field	A placeholder inside a source document for the purpose of filling with data either manually or from a database.
fields document	A source document used for the sole intention of field placeholders only, it is never meant to be part of a generated document. This technique is often used with more complex document packages which have many source documents: the fields document consolidates EOS fields to a single entity.
flattening	The processes of removing the ability to change field values in a PDF form.
function	A system calculation that returns a single value given zero or more inputs.
generated document	See document.
global field	Field definitions that can be applied to any field of the same name or pattern when creating a new eForm.
inclusion logic	The use of Boolean logic to determine if a paragraph or document should be included when generating a new document.
input constraint	A simple input mask or regular expression that can be applied to a field to enforce what data is allowed for a field.
JDBC	Short for Java Database Connectivity.
LDAP signature	A type of signature in EOS whereby the user "signs" the document by being prompted to re-enter their LDAP password at the time of signing. Often used in combination with the Active Directory integration module.
LDAR	Short for EOS Archive. An eForm definition can be exported as an .ldar file, and imported to another EOS VM.
EOS administrator	The person responsible for creating eForms and corresponding field elements, conditions, lookups, actions, etc. within the EOS system for the end user community.
EOS markup language	The term used for "<<...>>" and "<<<...>>>" expressions inside Microsoft Word documents that respectively identify fields and conditional paragraphs.
lookup	A query that searches for data in an external system.
LWSA	Short for LincWare System Administration Portal. Portal for all server level configuration options.
multi-phase signatures	The term is used to describe a document that contains multiple signature fields, and those signatures are not all signed in the same browser session: the signatures happen in different phases.
multitenancy	A type of software architecture where a single instance (installation) of the software runs on a server, but is designed to virtually partition (divide) its data and configuration. In this arrangement, each client organization (known as client IDs in EOS) uses a customized, virtual application. In the EOS environment, multitenancy is used to separate sets of forms and data.
multi-value field	A repeatable field that takes on multiple values. These are sometimes called "multi-row fields" or "pound fields" (because in the EOS markup language they are always terminated by a pound sign (#)). These field types are only available in Word source documents. Example: An eForm that captures a list of part numbers. A field that captures multiple quantities would be marked as quantity# and would represent quantity1, quantity2, quantity3, etc.
node	A specific item within a repository, accessed via the Browse dialog box. Nodes can be documents, files, or folders.
OpenForm	The term used to describe when an eForm is launched in a separate browser window (or iframe), and none of the normal EOS desktop controls are present (for example, no top toolbar with buttons for search, run, help, logout, etc.). This method is the preferred way to run eForms for end users because it is very directed in the sense that all they can do is complete the form in front of them.
paragraph inclusion logic	A condition that shows or hides a paragraph in a generated document. Only applies to Word source documents.
parse/reparse	The process of resolving/finding fields in a document. A reparse operation typically takes place whenever a source document is altered.
PDF	Acronym for "portable document format".
pound field	Another name for a multivalue field.
provider	Also known as authentication provider. Acts as a container for a specific set of users and groups. They can be created to control application access. They are created at the client ID level, making them available to other users with access to your current client ID.
required condition	Refers to a condition attached to a particular field that determines if the field must be non-blank before proceeding. Just before document generation time the condition is evaluated. If it is true and the corresponding field is blank then processing stops the user is shown a warning message that they must fill in the field before proceeding.
section	The term for a container/area within an eForm that contains one or more related fields.
signature	Both a person's name, used to formalize a document, as well as a general term for the information that applies to all form fields to which a signature itself is applied.
signature receipt	A signature feature that displays the actual signature used on a form, information about the signature (such as the name of the user who signed and the date/time), and provides buttons for downloading the corresponding signed form or just the receipt information to a file.
signature stamp	An image that can be used in place of a script font representation of a signature, and is a digital representation of your actual signature.
source document	A Microsoft Word or PDF document containing zero or more fields. In the case of Word, the EOS markup language is used to denote fields. For PDF, FDF fields are used. Adobe Lifecycle forms are also supported.
source document library (templates)	The library of documents available to users in EOS.
SQL repository	A back end storage system that is based on a relational database. Currently, this database must be either PostgreSQL or Microsoft SQL Server. Note: This feature is available with EOS version 3.3 and later releases.
subject matter expert	When designing a new eForm, this is the person who has the knowledge and expertise to provide guidance on the finer details of the form. This person also has a thorough understanding of the business processes and high level workflow logic that often accompany an eForm.
stamp	An electronic record, used with signatures, that captures details essential to demonstrate the authenticity of the signature.
superuser	Similar to a Windows Administrator account, this type of user is given access to a large majority of the EOS system and its settings. Typically, a non-cloud installation has only one superuser account called admin. Cloud installations never have a superuser account for security reasons.
synchronization/sync/on sync	An event indicating that a mobile device (for example, an iPad) is pushing locally saved forms/data to a EOS server.
TIFF	Short for "tagged image file format".
token based name	Used to describe the process of substituting tokens for form field values, especially in the case of naming a generated document. For example, the admin can create a token based name in which one of the tokens is the "lastName" field collected from an eForm, plus other tokens for the current date, followed by the file type ".pdf".
Topaz signature	A type of signature using one of the supported devices offered by Topaz.
TortoiseSVN	An optional third-party plugin for MS Windows Explorer that allows administrators to check-in and check-out documents and eForms.
UI	Short for "user interface" or the portion of the application with which users directly interact.
UUID	UUID (Universally Unique IDentifier) values can be thought of as random strings such as: 7402b0a6-d4da-489b-9955-8cc3f87735cb. UUID generators are very good at never producing the same string twice. For every document generated in EOS (regardless of the repository type: SQL Repository, Laserfiche, or Docuware), a UUID is assigned that is 36 characters long. The DANG function DocID can be used to return this value. The value is actually internally generated the moment you start a brand new form (and never changes for that form thereafter). This value is critical to doing any kind of workflow with a document, and is used to create URLs that allow direct access to manipulate a particular form (editing, viewing, signing, etc.). For more information on UUIDs, click here.
use case	This term refers to describing a situation that highlights a particular set of features and/or requirements of an eForm. For example, a form that requires several signatures from the same signee is a good "use case" for EOS's bulk signing feature.
user	Short for "end user".
user profile	Stores the user's name, email address, time zone, password, and password reset question.

2.8. About the Search Feature

The EOS Client Onboarding system has the ability to configure and save searches, within your repository, to locate previously generated documents.

This feature provides more flexibility when trying to find documents, and can be helpful when your repository contains a large number of generated documents.

2.9. Accessing the Search Feature

The search feature is executed at the form level and accessed using the search button on the EOS Client Onboarding toolbar.

Using the form selection drop-down list, select the form.
On the EOS Client Onboarding toolbar, click the search button.

The Search dialog box appears.
Proceed to one of the following topics:
- Configuring a Search
- Performing a Search and Viewing Results

2.10. Configuring a Search

Proceed to one of the following sections below for more information:

Selecting an Existing Search

You can select a previously defined search using the search drop-down list in the top left corner of the Search dialog box.

Once selected, access the search configuration options and edit them, as desired.

Creating a New Search

You can create a new search using the search drop-down list in the top left corner of the Search dialog box.

In the search drop-down list, type the name of the new search.
In the following example, a search called "New Search" is being created.
Click any white space to the right of the search drop-down list (as shown by the mouse cursor below).

The Save New Search dialog box appears.
Specify one of the following save options:
- everybody. The new search will be available to all users in the current client ID.
- only me. The new search will only be available to you. Other users will not see it and will not be able to use it.
The new search is saved.
Access the search configuration options and edit them, as desired.

Viewing the Search Configuration Options

By default, the search configuration options are hidden on the Search dialog box.

You can access them using one of the following methods:

Click the thin line near the top of the Search dialog box.
Click the triangle icon in the top right corner of the Search dialog box.
Note: You may need to resize the Search dialog box (click and drag to the right) to see this triangle icon.

The configuration options are displayed on several tabs immediately below the thin line/triangle icon (and above the search results table).

Proceed to Specifying the Configuration Options below.

Specifying the Configuration Options

Proceed to one of the following sections below for more information on each individual tab:

Specifying Search Options

The options tab allows you to specify a description for the search, which can be helpful for allowing other users to easily understand how to use the search.

This description will appear immediately below the search's name in the search drop-down list.

Specifying Search Filter Settings

The filter tab allows you to specify exactly what is searched for when the search is executed.

Using at least one condition, determine what the search will attempt to locate in your repository.

In the following example, all documents whose med_plan field contains the text gold will be returned by the search.

Tip: Use the + and - buttons to add or remove conditions, as necessary to define your search filters.

Specifying Search Column Settings

The columns tab is divided into the following three lists:

The available list shows any columns that are not currently being used in the search results table. If you want a column to appear in the table, you can drag it to the selected column or click the + button (to the right of the column's name).
The selected list shows all columns that are currently being used to create the search results table. If you do not want a column included in the table, you can drag it to the available list or click the - button (to the right of the column's name).
The sort columns list allows you to specify the order in which the search results appear (the sort order) in the search results table. You can select a single column or multiple columns using the column's corresponding check boxes. The order the columns appear in the list determines the sort order, with the initial sort being based on the column at the top of the list, followed by the next selected column, and so forth. You can also control the sort order (ascending or descending) using the icon that appears to the right of each selected column. The upward pointing arrow means ascending order is used, while the downward pointing arrow means descending order is used. If desired, you can click the current setting (arrow) to change it to the other setting (arrow).

Specifying Search Queue Settings

The queue tab allows to you specify if the configured search will be automatically executed when certain users log into EOS.

To use this option, you need to activate it by selecting the corresponding check box (it is not active by default) and then specify a user type that will use the option.

In the following example, the option has been activated and the search will automatically be performed for all users assigned the user-admin role.

When a user with this role next logs into EOS, a Queue dialog box similar to the following example will appear, showing the automatically executed search results.

Tip: You can click the button adjacent to the wrench button (highlighted below) to change from the Queue dialog box to the standard Search dialog box.

Saving Your Updated Search

Once you have completely configured your search, you need to save your changes.

In the upper portion of the Search dialog box, click the save button to the right of the search drop-down list.

A message appears confirming the save.
Click OK.
Your search changes have now been saved.

Deleting a Search

You can delete any search if it is no longer useful or necessary.

Using the search drop-down list at the top of the Search dialog box, select the search you want to delete.
Click the delete button.

A confirmation message appears.
Click Yes.
The search is deleted.

2.11. Performing a Search and Viewing Results

Once a search is configured, you can execute it, and view the results (the generated documents in your SQL repository returned by the search).

Proceed to one of the sections below for details:

Executing a Search

A search is performed (executed) on a form-by-form basis using the Search dialog box.

Access the Search dialog box for the desired form.
From the search drop-down list, select an existing search or choose a new search.
Click the search button.

The documents that match your search criteria are listed in the bottom half of the dialog box.
Proceed to Working with Search Results below.

Working with Search Results

(optional) Using the wrench button (highlighted below), configure the columns of information displayed in the table of search results. Only selected columns will appear in the search results table.
Tip: This customization only impacts the current search. If you want to permanently edit the information displayed in the search results table for the current search, see Specifying Search Column Settings.
(optional) Adjust the order of the columns in the search results table by dragging the column headers to the desired location. This updated order is automatically saved and will appear the next time you access the Search dialog box and execute the search.
Note: The column order is search-specific, so you can specify different column orders for different saved searches.
If necessary, use the options in the bottom left corner of the dialog box to navigate the multiple pages of search results.
Using the check boxes in the first column in the search results table, select the documents you want to manipulate.
Tip: You can select individual documents (using their corresponding check boxes), as shown below, or you can click the check box in the column's heading to select all listed documents.
In the following example, two documents have been selected.
Perform any of the following options for all selected documents, as desired:
- edit. Opens the document in the Data Entry View, allowing you to alter it.
- edit copy. Open a copy of the document in the Data Entry View, allowing you to alter the copy.
- retrieve. Allows you to view the document in the Document Viewer.
- export. Allows you to export the information in the search results table as a comma separated value (CSV) file. You can export either the entire table or only selected documents.
- batch sign. Allows you to sign multiple documents returned from your search, if signatures are needed. For more information, see Using Batch Signing.

2.12. About the File Browsing Feature

You can also perform other actions using this feature including, but not limited to:

Editing (altering and resubmitting) existing documents
Signing documents

2.13. About the Browse Dialog Box Layout

The Browse dialog box is comprised of three main components, which are shown in the diagram below.

You can also view the path to the current location in your directory structure, which appears near the top of the content viewer (highlighted below).

2.14. Accessing the Feature (Browse) Interface

The Browse dialog box is accessed by clicking the browse button.

About Form Configuration

Accessing the Feature

The browse button appears on the main EOS Client Onboarding toolbar.

For more information on the layout of this dialog box, see About the Browse Dialog Box Layout.

2.15. Moving Files or Folders

You can move files or folders within the directory structure by clicking a file, and then dragging your mouse pointer over the desired, new location.

You can also drag files to folders or subfolders listed in the navigation tree (on the left side of the dialog box), as shown below.

2.16. Selecting a File, Folder, or Subfolder

The selection process is slightly different depending on whether you are selecting an individual file or a folder/subfolder.

Proceed to one of the following sections below for more information:

Selecting an Individual File

You select individual files by navigating to the file's location, and clicking it in the content viewer on the right side of the Browse dialog box.

Using the navigation tree on the left side of the Browse dialog box, locate and click the folder or subfolder that contains the file you want to select.
The contents of the folder are displayed in the content viewer.
In the content viewer on the right side of the dialog box, click the check box, to the left of the file name, that corresponds to the desired file.
The check box is marked, and the file is highlighted, showing you that it is selected.

Note: If a file is grayed-out, and no check box is available, you do not have permission to manipulate the file.

Note: You can also right-click a file to both select it and access the menu of available options (which corresponds to the buttons that appear on the Browse dialog box's toolbar). Notice that the selected file's name appears at the top of the right-click menu, allowing you to verify that the correct file is selected.
If the selected file has attachments, review them at the bottom of the Browse dialog box.

Selecting a Folder or Subfolder

Using the navigation tree on the left side of the Browse dialog box, locate the folder or subfolder you want to select. You can easily expand folders to view subfolders using the arrow icons, as shown below.
Use one of the following methods to select a folder or subfolder:

On the right side of the dialog box (the content viewer), click the check box that corresponds to the desired folder. This method is useful if you want to select more than one folder or subfolder.
On the left side of the dialog box (the navigation tree), click the desired folder or subfolder. The item is highlighted, showing you that it is selected, and the selected item appears in the path (at the top of the content viewer).
On either side of the dialog box, right-click a folder or subfolder to both select it and access the menu of available options (which corresponds to the buttons that appear on the Browse dialog box's toolbar). Notice that the selected folder's or subfolder's name appears at the top of the right-click menu, allowing you to verify that the correct item is selected.

Selecting Multiple Items

You can select multiple files, folders, or subfolders using the check boxes displayed in the content viewer on the right side of the dialog box.

The following options are available for multiple item selection:

Click the individual check boxes to select multiple, specific items.
Click the check box at the top of the Name column to select all of the displayed items.

2.17. Verifying the Current Contents

You can click the refresh button at any time to confirm that the displayed contents are the most up-to-date (current) contents.

You can also access the feature using any of the following methods:

Right-clicking a "white area" in the navigation tree (left side) of the Browse dialog box, and clicking the refresh option allows you to refresh the entire repository. The repository's name is displayed at the top of the right-click menu, showing you that you will be refreshing all of its contents.
Right-clicking a "white area" in the content viewer (right side) of the Browse dialog box, and selecting the refresh option allows you to refresh the currently selected folder, which is displayed at the top of the right-click menu.
Right-clicking an individual folder or subfolder on either side of the Browse dialog box, and clicking the refresh option. Only the selected folder is refreshed.

2.18. Adding a New Folder or Subfolder

You can add a new folder or subfolder to your directory structure using the new folder button.

Important: If this button is not available from the toolbar, you may not have permission to edit your directory structure.

Proceed to one of the following sections below:

Adding a New Top-level Folder

You can add a top-level folder by selecting the repository name and clicking the new folder button.

In the navigation tree on the left side of the dialog box, click the repository-name entry (highlighted below).
Click the new folder button.
The New folder name dialog box appears.
Type the folder's name in the name text box, and click OK.
The new folder is added as a top-level folder in your directory structure.

Adding a New Subfolder

You can add a subfolder by selecting the folder in which the new subfolder will reside, and then clicking the new folder button.

In the navigation tree on the left side of the dialog box, click the folder that will contain the subfolder.
The selected folder is highlighted, as shown below.
Click the new folder button.
The New folder name dialog box appears.
Type the folder's name in the name text box, and click OK.
The new subfolder is added inside the selected folder.

Adding Folders and Subfolders Using the Right-click Menu

You can also use the right-click menu to add folders and subfolders to your directory structure.

Perform one of the following actions, based on the type of folder or subfolder you are adding:

To add a folder to the top level of your directory structure: Right-click the "white area" on the left side of the Browse dialog box, and select new folder from the menu that appears.
To add a folder to the currently displayed directory level: Right-click the "white area" on the right side of the Browse dialog box, and select new folder from the menu that appears.
To add a new subfolder to a specific folder: Right-click the folder (on either side of the Browse dialog box) in which the new subfolder will reside, and select new folder from the menu that appears.

On the New folder name dialog box, type the folder's or subfolder's name in the name text box.
Click OK.
The new folder is added to your directory structure.

2.19. Adding Local Files to Your Directory Structure

You can add files from your local computer to your EOS directory structure using the upload button.

In the navigation tree on the left side of the dialog box, select the folder or subfolder that will contain the uploaded file as described in Selecting a File, Folder, or Subfolder.
Click the upload button.

Note: You can also right-click a particular folder or subfolder (on either side of the dialog box) and select upload from the menu that appears.

Important: If this button is not available from the toolbar, you may not have permission to add files to your directory structure.
The File Upload dialog box appears.
Click the Browse button.
The Open dialog box appears, allowing you to navigate to a file and select it.
Select the appropriate file, and click Open.
You are returned to the File Upload dialog box, and the selected file now appears on the dialog box, as shown below.

Note: If you selected the wrong file, click the Cancel option immediately to the left of the currently selected file's name. The selected file is removed, and you can re-browse to a new file.
Click Upload. The file is added to selected folder in your directory structure.

2.20. Renaming a File or Folder

You can change the name of a file or folder using the rename button.

On the right-side of the Browse dialog box, select a file, folder, or subfolder.
For more information, see Selecting a File, Folder, or Subfolder.
Click the rename button.

Note: You can also right-click the item (folder and subfolders on either side of the dialog box), and select rename from the menu that appears.
The Enter new name for dialog box appears, showing the current name of the file or folder.
In the Name text box, type a new name for the item.

Important: Take care when changing a file name. Although you can alter the file's extension (.pdf, .docx, etc.) using the rename option, the file may no longer open properly. It is recommended that you change only the file's actual name.
Click OK.
The selected item is renamed.

2.21. Editing a Document

Select the correct document as described in Selecting a File, Folder, or Subfolder.
Click the edit button.

Note: You can also right-click the document, and select edit from the menu that appears. The selected document's name appears at the top of the right-click menu.

Important: If this button is not available from the toolbar, you have not selected a document or you do not have permission to edit the document.
The document appears in the Data Entry View, showing you the document's currently defined information.
Edit the document, as desired.
Click Submit.
The information is saved and the document is updated.

2.22. Editing a Copy of a Document

Important: If you want to edit the actual, selected version of the document, and not create a new copy to edit, use the edit option as described in Editing a Document.

After you submit the document, a copy of the document appears in your folder structure, as described in the following procedure:

Select the correct document as described in Selecting a File, Folder, or Subfolder.
Click the edit copy button.

Note: You can also right-click the document, and select edit copy from the menu that appears. The selected document's name appears at the top of the right-click menu.

Important: If this button is not available from the toolbar, you have not selected a document or you do not have permission to edit the document.
The document appears in the Data Entry View, showing you the document's currently defined information.
Edit the document, as desired.
Click Submit.
A new copy of the document is created and added to your directory structure. The new information is saved, while the original document information is retained in the original document (as shown below).

The new document is named based on the original document's type (as shown in the Type column, and typically corresponds to the form's name) and the name of the user who created the copy.

2.23. Downloading a File

You can copy a file from EOS to your local system using the download button.

Select the correct file as described in Selecting a File, Folder, or Subfolder.
Click the download button.

Note: You can also right-click the file, and select download from the menu that appears. The selected file's name appears at the top of the right-click menu.

Important: If this button is not available from the toolbar, you may not have permission to access the file.
The file is saved to your local system. The exact process for saving the file differs based on your current web browser.

2.24. Viewing a Document

If a file is a document, you can access the final, completed document in the Document Viewer using the view button.

Select the correct document as described in Selecting a File, Folder, or Subfolder.
Click the view button.

Note: You can also right-click the document, and select view from the menu that appears. The selected document's name appears at the top of the right-click menu.

Important: If this button is not available from the toolbar, you may not have permission to access the document.
The final version of the document is loaded in the Document Viewer.

Tip: If you notice that the document information needs to be edited, you can quickly edit it using the edit button as described in Editing a Document.

2.25. Signing a Document

If a document has signature fields, you can access them using the sign button.

Select the appropriate document as described in Selecting a File, Folder, or Subfolder.
Click the sign button.

Note: You can also right-click the document, and select sign from the menu that appears.

Important: If this button is not available from the toolbar, you may not have permission to access the document.

For more information on signatures, see Signatures.

2.26. Removing a File or Folder

You can delete a file or folder from your EOS Client Onboarding directory structure using the remove button.

When removed, the item is placed in the Trash folder until it is permanently removed. When necessary, files in the Trash folder can be moved back to a non-deleted regular folder.

Select the file or folder you want to remove as described in Selecting a File, Folder, or Subfolder.
Click the remove button, or right-click the item and select remove from the menu that appears.

Important: If this button (or option) is not available from the toolbar, you may not have permission to access the file.
Click Yes to confirm the action.
The file or folder is placed in the Trash folder.

Note: Once a file is added to the Trash folder, only users who put it there and admin-type users can see it.

2.27. Working with File Links

You can easily access the links (hyperlinks) related to a document via the link button.

2.28. Running a Form

You can your form using the Run button on the EOS Client Onboarding toolbar.

2.29. Using the Document Viewer

The Document Viewer, which appears after you complete a form in the Data Entry view and click Submit, allows you to perform the following actions:

Viewing Your Completed Document

One way to access previously saved documents is using the Browse dialog box.

Downloading the Completed Document

You can copy a completed document to your local system using the download button.

Note: The exact process for downloading the document differs based on your current web browser.

Emailing the Completed Document

You can email a copy of the completed document using the email button.

When this button is clicked, the Compose New Email dialog box appears.

To send an email:

Specify the recipient's email address in the To text box.
Specify a subject in the corresponding text box.
Type the email's message in the corresponding text box.
Click send email.
Your message is sent, with the document automatically attached.

Signing the Completed Document

If signature fields are present in your document, you are immediately alerted when the Document Viewer first opens.

You can then sign the document using the sign button, as specified in the message above.

This button opens the Signature screen, which allows you to sign the document.

Viewing Signature Information

Once you sign the document, you can view the corresponding signature information using the signInfo button.

Printing the Completed Document

Download the file, and then print it using the image viewer of your choice.

2.30. Using Batch Signing

Batch signing allows you to sign multiple documents, with a single signature, via the Browse dialog box. Once the documents are selected, you can pick and choose the fields that you want to sign.

Accessing and Using the Feature

The batch signing feature is used by accessing the desired documents via the Browse dialog box.

From the Browse dialog box, select the documents that you want to sign.
On the Browse dialog box's toolbar, click the sign button.
The Who is signging? screen appears, and displays the number of documents and valid signature fields in the selected documents.
Click sign.
The Select signatures to sign dialog box appears.
Select the fields you want to sign using the check boxes to the left of each listed field.
Click review documents and sign.
The Select documents to sign dialog box appears.
Select the actual documents that you want to sign using the check boxes to the left of each listed document.
(optional) Click view to see each selected document in the Document Viewer. Each document is opened in its own Document Viewer dialog box.
Click sign.
The Signature Pad dialog box appears.
Using your mouse, add your signature to the pad.
Click accept.

Tip: If you are not satisfied with the signature, click clear to recreate it.
The signature is applied to the selected fields in the selected documents, and each document is opened in its own Document Viewer window, allowing you to see the applied signatures. In addition, the Signed documents dialog box appears, allowing you to review the signature actions that just occurred.
Perform any of the following actions, as desired:
- Click a listed document to select it, and click Signature info to view additional information about the signature itself.
- Click a listed document to select it, and click view to open the document in the Document Viewer.
- Click close to exit the dialog box.

Accessing for the Search Feature

You can also access batch signing using the EOS Search feature. When multiple documents are selected, the batch sign button becomes active.

Clicking the batch sign button opens the Who is signing? screen.

2.31. Viewing Signature Details (Signature Log)

Proceed to one of the sections below for more information:

About Signatures and Stamps

signature. Refers to the actual signer's name and its graphical representation. Also represents information that applies generally to all fields in which the signature is used. This information can include the signer's name, IP address, the current date/time, and an image of the signature itself.
stamp. Represents the place on the document where the signature is applied, and includes information such as the document ID, field name, current date/time, and the document's pre-hash and post-hash codes. A signature's stamp acts as an electronic record that captures details essential to demonstrate the authenticity of a given signature. It is designed to capture the information/meaning/essence of someone (the term actually originates from historical use when actual stamps and inkpads or wax seals were used). A single stamp is always applied to one field on one PDF document.
Important: The term stamp can also be used to describe the default, user stamp that can be assigned via the Preferences dialog box.

About Signature Hash Codes

For more information, refer to the following website:

http://en.wikipedia.org/wiki/Cryptographic_hash_function

About Displayed Content

In general, the information displayed in the Signature Info dialog box is for viewing purposes only. The displayed information cannot be altered or edited in any way.

Note: If more than one signature exists in a document, all signatures are shown. The example at the beginning of this topic shows only a single signature.

This dialog box allows you to view the following information:

An image of the signature as it appears in the PDF (if available).
The Signer entry represents the name of the EOS Client Onboarding user who signed the document (as specified by the Signer name field setting) and the date/time when the signature was applied.
The ID of the signature (a unique identifier generated for every signature so that it can be properly stored in a database).
The IP address of the system on which the signature was applied.
The EOS provider and user name (EOS Client Onboarding login ID) of the logged in user at the time the signature was acquired.
Related stamp information including:
- The name of the eForm/Document Package to which signature was applied.
- The name of the eForm/Document Package field that contains the signature.
- The ID of the document (a unique identifier generated for the PDF document so that it can be properly stored in a database).
- The Stamp ID (a unique identifier generated for the stamp so that it can be properly stored in a database).
- The fingerprint, which is a hash of the signed PDF (described above). You can click the link to view the signed hash.

Accessing the Signature Info Dialog Box

The Signature Info dialog box can be accessed from any of the following locations:

The Document Viewer
The batch signing Signed dialog box

2.32. About EOS Mobile

EOS Client Onboarding Mobile allows you to emulate your existing EOS Client Onboarding system on an Apple iPad, allowing for easy portability and in-the-field information collection.

2.33. About EOS Client Onboarding Mobile Terminology

The terminology listed below is used throughout this chapter of the help, and it needs to be understood before effectively using the mobile topics.

Note: Some of these terms are mobile-specific, but some also apply to the standard EOS Client Onboarding application.

form. A logical collection of fields, field labels, calculations, field types, etc. that, once defined, can be used to easily create numerous documents. Also known as a form definition. In EOS, forms also include inclusion logic, repository information, actions, and events.
form definition. See form above.
document. The output of a form, based on the form definition. A single form can produce any number of documents. Documents can be edited, if necessary, prior to being signed. Once signed, the editing will be limited, based on the restrictions defined within the form.
completed document. A document that has been populated in its entirety, as specified by the form's creator. It is important to note that a document does not have to have all of its fields filled in to be considered complete. These types of documents can be edited.
incomplete document. A document that has been partially populated, as specified by the form's creator. Additional information is needed before the document is considered complete. Typically, all required fields have not been populated.
signed document. A completed document that has had at least one signature applied to it, if a signature is required. With these types of documents, editing may be limited, based on the restrictions defined within the form.
downloaded document. A document that has been retrieved from an EOS server for use in EOS Client Onboarding Mobile (on an iPad). These types of documents can be edited and then "pushed" back to the EOS server, as long as changes have not already been made by another user.
standard application. Refers to the non-mobile version of EOS Client Onboarding, which is accessed via a web browser on a desktop or laptop computer.
synchronization. The act of moving ("pushing") completed documents from EOS Client Onboarding Mobile (an iPad) back to the EOS server. After a successful synchronization, the completed documents no longer exist on the iPad.
sync. Short for synchronization.
optimistic locking. A check that is performed, during synchronization, to make sure that the server version and the mobile version of a document match. This process prevents multiple users from editing and updating the same document and overriding each other's changes.
Example: Two users (Tom and Mary) are making local changes to the same downloaded document. If Tom synchronizes his document first, Mary's changes will be rejected by the EOS server when she attempts to synchronize her document. She will have to download the document again (getting Tom's synchronized changes), and re-create her changes in the document.

2.34. Accessing the EOS Client Onboarding App

When you first start the EOS Client Onboarding mobile app, you will be asked to enter login credentials which are the same as those used when accessing the standard EOS Client Onboarding application.

Tap the LincDoc Mobile app to start it.
Once the app starts, the LincDoc Log In screen appears.
Enter the following information:

Server. The hostname of the system that is running EOS Client Onboarding. For example: company.lincware.com (notice there is no https:// prefix for this setting.)
Note: In the standard app, this information appears in the web browser address text box.
Client ID. The appropriate client ID for the server specified.

Tap Next.
After a successful server and client ID verification, you are asked to provide additional login information.
Enter the following information:

Provider. Tap the V icon in the right side of this text box, and select the appropriate authentication provider.
User ID. Type your user name.
Password. Type the password that corresponds to your user name.

Tap Log In.
A synchronization of all the form definitions is automatically performed with your EOS server (if possible), verifying that you will see the most up-to-date forms in your app.
Tap OK.
The app's initial screen is displayed, giving you access to various features.
Proceed to About the Initial Screen.

2.35. About the Initial Screen

This screen is divided into the following two areas:

Left side. Displays the main app features, allowing you to quickly select them, as needed.
Right side. Displays forms and documents, including incomplete, complete, and signed documents, or documents downloaded from your EOS server. This side also displays the app's options (custom settings). The information displayed on this side is based on the current selection on the left side of the app.

The following information is available, based on the selected (tapped) option:

All Forms. Displays all of the forms to which you currently have access. These forms can be used to create new completed or signed documents. The forms themselves are displayed on the right side of the screen. You can then select an individual form to run it.
Favorite Forms. Displays the forms in the All Forms list that have been specifically marked as a "favorite". This feature allows you to easily access often-used forms. The forms themselves are displayed on the right side of the screen.
All Documents. Displays any incomplete, complete, signed, or downloaded documents, and allows you to access additional options for each individual document. The documents themselves are displayed on the right side of the screen.
Outbox. Displays the current number of documents that are waiting to be synced to the EOS server. This list will be similar to the All Documents list, but no incomplete documents are included.
Update Forms. Updates the form definitions on your iPad if any changes have been made to the copies currently on the EOS server, either by other EOS Client Onboarding Mobile users or by standard application users.
Sync Documents. Sends documents waiting in the Outbox to your EOS server.
Options. Displays additional settings available with the mobile app.

2.36. Viewing Individual Form Details

When you tap the All Forms option, the forms currently available on your iPad are displayed on the right side of the app.

When you select (tap) an individual form, the form's options and information appear.

The following features are displayed on the right side of the app:

Run. Allows you to open a new copy of the form and display the form's Data Entry View, which is used to populate the form and create a new document.
Saved Templates. Displays any templates based on this form. These versions of the form auto-populate specified form fields, allowing for faster completion in certain situations.
Generated Documents. Displays all partially complete (incomplete), completed, signed, and downloaded versions of this form (documents) currently available from the mobile app. These forms can also be accessed using the All Documents option.
Note: In the example above, Incomplete and Signed sections are not present.
Favorite. Allows you to "favorite" the current form, adding it to the Favorite Forms list and making it quick and easy to select in the future.
Server Search. Allows you to search your EOS server for any existing or submitted (previously synced) documents based on this form, which can then be viewed or downloaded to your mobile device.

2.37. Running a Form (Data Entry View)

Once you access a form, you can run it (access it in the mobile version of the Data Entry View), which allows you to populate the form's fields and create a new document.

Access the form as described in Viewing Individual Form Details.
Tap Run.

The form is opened in the mobile version of the Data Entry View.
Fill in the form's fields, as necessary.
If available, you can use fields represented by a paper clip icon to upload files to the form.
(optional) Tap the gear icon to create or update a template.
When the form is complete, tap Finish at the bottom of the form.

Note: If the document is incomplete (if all required fields have not been populated), a message appears verifying that you want to exit and create a document.
The newly created document appears, and additional options are displayed at the bottom of the app.
Note: Forms created using Microsoft Word source documents cannot be displayed at this point in the process. However, the additional options, mentioned above, are still available.
Proceed to Viewing an Individual, Completed Document for more information on these additional options.

2.38. Uploading Files to a Form

If your form contains upload buttons (as shown below), you can add newly taken pictures (taken with your iPad's camera), existing (previously taken) pictures, or imported files to your form.

Once this button is clicked, additional options appear.

Both the icons (in the middle of the app) and the option (on the bottom toolbar) can be tapped to add photos or files.

Camera (left icon). Allows you to take a picture with your iPad's camera and immediately add it to your form.
Photo Library (middle icon). Allows you to select an existing photo from your iPad photo gallery and add it to your form.
Files (right icon). Allows you to select and attach a file that has been previously imported into the EOS Client Onboarding app.

After you select a photo or file, tap Attach to add it to your form.

2.39. Using the Favorites Feature

You can specify individual forms as "favorites", which allows you to easily access them, especially if your main list of forms (the All Forms option) is lengthy.

Proceed to one of the following sections below for more information:

Viewing and Selecting Favorited Forms

Adding a Form to Your Favorites List

You can add a form to your list of favorite forms using the Favorite option.

Access the form you want to add to your favorites list as described in Viewing Individual Form Details.
On the right side of the app, switch the Favorite option to the "enabled" position, as shown below.
Tap the Favorite Forms option on the left side of the app to verify that the form is now listed.

2.40. Using Templates

When filling out a form, you can then choose between a completely blank form or a template version of the form, which contains the pre-filled fields.

Note: Templates exist only in your local app and cannot be shared between iPads or uploaded to the EOS server.

Proceed to one of the following sections below for more information:

Creating a Template

You can create a template from a specific form using the gear icon at the bottom of the form itself.

Open the form you want to use to create a template as described in Running a Form (Data Entry View).
Fill in the form's fields, as desired. These specified field values will appear in the template once it is created.
In the bottom right corner of the form, tap the gear icon.

Additional options appear.

Note: If you have already saved this form as a template, the Update Template option also appears.
Tap the Create a New Template option.
The Create New Template screen appears.
Enter a name for the template, and tap OK.
In the bottom left corner of the form, click Cancel.
Note: Clicking Cancel allows you to avoid creating a new document. Instead, only the template is created.
Click Yes to confirm the cancellation.
The new template is now available as described in Accessing a Template below.

Accessing a Template

Once a template has been created, it can be accessed via the corresponding form's main options screen.

Select the appropriate form as described in Viewing Individual Form Details.
The form's information is displayed.
Tap the template from the Saved Templates list.

The template's screen is loaded, allowing you to either run, delete, or rename the template.

Executing (Running) a Template

Once created, templates can be used in the same way as standard forms using the template's Run option.

View the template's options as described in Accessing a Template above.
Tap Run.
The template is opened.
Fill in the form's fields as you would with a standard form.

Updating a Template

You can adjust an existing template, altering the pre-defined fields, using the Update Template option.

Access and run the template as described in Accessing a Template above.
Adjust the template's fields, as desired.
In the bottom right corner of the app, tap the gear icon.

Additional options appear.
Tap Update Template.
Click OK to confirm the changes to the template.
In the bottom left corner of the app, click Cancel.
Note: Clicking Cancel allows you to avoid creating a new document. Instead, only the template is updated.
Click Yes to confirm the cancellation.
Your template is updated and saved, and no additional document is created.

Renaming a Template

You can rename a template after it is created and given an initial name.

View the template's options as described in Accessing a Template above.
Tap the template's name, which appears below the Run and Delete options.

A cursor appears adjacent to the template's name.
Adjust the template's name, as necessary.
In the upper right corner of the app, click Save.
You are returned to the template's options screen, and the new template name appears, as shown below.

Deleting a Template

You can remove an existing template from your app.

View the template's options as described in Accessing a Template above.
Tap Delete.
Tap Yes to confirm the action.
The template is removed from your app.

2.41. Signing an Individual Form/Document

When you are ready to sign a form, you can either sign it immediately after you fill in the form, or you can access it at a later time and then sign it (as a document).

Proceed to one of the following sections below for more information:

Signing a Form Immediately After Completion

You can sign a form as soon as it is completed, and all of the required fields are filled in.

Perform one of the following actions:
1. Complete the form as described in Running a Form (Data Entry View).
2. Access the previously completed form as described in Signing a Document (Previously Completed Form) below.
After you click Finish (newly completed form) or access it (document), the Signature button (pen icon) appears at the bottom of the form's preview screen.
Tap the Signature button.
The Who is signing? screen appears.

This screen displays the name of the currently logged in user, and, when applicable, allows you (the current user) to select which signature you want to use (if the form has multiple signature fields).
If you are going to sign a single signature field, or only one field is available, perform the following steps:

If necessary, tap the appropriate signature entry (signature field label).
The selected entry is highlighted. In the example above, only the single Signature entry is available for signing.
Tap the Sign option.
The large signature box appears.

If you are going to sign all of the signature fields (known as bulk signing), tap the Sign All option.

Note: The Who is signing? screen example shown above only displays a single signature field. If you are using bulk signing, additional signature fields would be listed.
The large signature box appears.
In the large signature text box, sign your name with your finger.
Perform one of the following actions:

Tap Accept to use the signature as displayed.
Tap Clear to remove the added signature and re-create the signature.

Verify that the signature has been accepted.
You are returned to the form's preview, and, for PDF-based forms, the signature is displayed. In the following example, all signature fields were signed with the same signature (via the Sign All option).
Complete the process using the options at the bottom of the form's preview screen.

Signing a Document (Previously Completed Form)

You can sign a document that was completed at an earlier time but was never signed. This sign option is accessed via the document's individual options.

Access document details using one of the following options:

Access individual document details, which shows you completed documents that need to be signed.
Tap All Documents and locate the completed document you want to sign.

Tap the document you want to sign. The document's options are displayed.
Perform one of the following actions:

From the document's option screen, tap the Sign option.
Important: If you do not see this option, you should verify with Technical Support that your clientID has batch signing enabled (via the batchSign option).
From the document's option screen, tap the View option.

Sign the document as described above.

2.42. Signing Multiple Forms Simultaneously (Batch Signing)

When multiple documents have been completed, you can sign all of them using a single signature. This feature is known as "batch signing".

Proceed to one of the following sections below for more information:

"Batch Signing" Versus "Bulk Signing"

Batch signing, described in this topic, allows you to sign multiple documents using a single signature.

Signing Multiple Forms

Tap All Documents to access all of your completed documents that may be signed.
Select the documents you want to sign use one of the following methods:

If you want to sign all available documents, as determined automatically by the app, proceed to the next step.
If you want to manually select the documents you will sign, use the Select option.
Tip: Use the Search text box to refine the list of displayed documents.

Locate the Sign option at the bottom of the app. The number displayed next to the option shows you the number of documents that will be signed simultaneously. In the example below, two documents have been selected.
Tap the Sign option.
The Sign Documents screen appears, allowing you to verify the batch signing, and confirming the number of documents to be signed.
Tap Yes.
The Signer Selection (Who is signing?) screen appears, and you are prompted to specify who will sign the documents based on the "signer name" field associated with the signatures.
Tap the correct signer.
The Which signature(s)? screen appears.
Select the signature field(s) that will use the signature via either of the following methods:

Tap individual signature fields. Selected signature fields display a check mark, as shown below.

Note: You can also tap selected fields to un-select them (remove the check mark).
Tap the Select All option at the bottom of the Which signature(s)? screen.

Tap Continue.

The Review and sign screen appears, showing the documents that will be associated with the signature and a signature canvas itself.
Verify that the correct documents are listed.
In the signature canvas, sign the documents using your finger.
Click Apply Signature.

A screen appears informing you that the signature was applied to the documents.
Tap OK.
The signed documents are updated and moved to the Signed Documents list.

2.43. Viewing All Documents in Your App

You can view a list of all documents that are incomplete, have been completed but not signed, have been signed, or have been downloaded from your EOS server using the All Documents option.

Once you tap this option, the completed documents are displayed on the right side of the app.

Tip: You can search for documents, if your document list is lengthy, using the Search Documents text box at the top of the right side of the app.

You can tap any listed form to access its individual options.

The following options are available from completed, signed, and downloaded documents:

View. Allows you to access a preview of your PDF-based documents.
Edit. Allows you to access an incomplete or completed document as a form (in Date Entry View) and make changes to the field values.
Synchronize. Allows you to upload the selected document to your EOS server.
Note: This feature is not available for incomplete documents.
Sign. Allows you to sign a completed document.
Note: This feature is not available for incomplete documents.
Delete. Removes the selected document from your mobile device. It does not delete the corresponding form from the All Forms list. It only deletes the selected document.

The following information is shown for completed and signed documents:

Form. The full name of the form used to create the document.
Status. The state of the current document. Typically it will be either incomplete, complete, signed, or downloaded.
Last Saved date and time. The time/date stamp when the document was last altered and saved.
Server Name (downloaded forms only). The name of the server from which the document was downloaded.
Download Date (downloaded forms only). The date when the document was downloaded.
Sync Status (downloaded forms only). The current status of the sync, including any conflicts with the EOS server.
Search Indexes. Displays the search indexes defined for the form used to create the document. These indexes are defined using the standard EOS application, and they can be used to create custom searches within your app.

2.44. Selecting Multiple Documents

The ability to select multiple documents can be useful, especially in the following situations:

Signing multiple documents with a single signature (batch signing)
Deleting multiple documents
Synchronizing multiple documents with your EOS server

Selecting multiple documents is similar to the standard Apple (iOS) control for selecting multiple items in other apps.

On the left side of the app, tap All Documents.
(optional) Refine your All Documents list using the Search text box.
In the upper right corner of the app, tap Select.

Selection circles appear to the left of each document in the All Documents list (as highlighted below).
Tap the appropriate circles to select the desired documents.
The tapped circles change to check marks, showing you that the document is selected.

Note: You can tap the All option at the bottom of the app to select all listed documents.
Perform one of the following actions on the selected documents:

Sign the documents.
Synchronize the documents with your EOS server.
Delete the documents.

2.45. Viewing an Individual, Completed Document

You can access a preview of your PDF-based documents using the View option. You can also use this option to access a completed document that needs to be signed.

Access your app's documents using the All Documents option, and tap the document you want to view.
The document's options appear.
Tap the View option.

A preview of the document appears.
Perform any of the following actions, as desired:

Close the document preview and return to your list of documents.
Synchronize the document and close the document preview at the same time using the Sync and Close option. The synced document will no longer appear in your list of documents.
If the document is not already signed, you can sign the document using the corresponding button.

The signature is immediately applied to the preview of the file.
View any files that were attached to the document using the "paperclip" icon.

When this icon is clicked, a list of upload fields, as defined in the document, appears. You can tap any listed field to view the corresponding, attached file. In the following example, two upload fields are present in the document, with the second field currently selected.
Distribute the document via email using the "email" icon.

2.46. Editing an Existing Document

You can access a previously created document and alter its contents using the Edit option.

Important: Signed documents typically cannot be edited and most of the document's fields were probably locked when the signature was applied.

Finishing Incomplete Documents

You can complete partially filled-in documents using the Edit option.

Access the list of Incomplete Documents using the All Documents option.
Tap a document to access the document's options. Notice that only the Edit and Delete options are available.
Tap Edit.
Edit the form's fields and submit the updated document as described in Running a Form (Data Entry View).

Altering Completed or Downloaded Documents

You can update previously completed, un-signed documents or downloaded forms using the Edit option.

Access the list of Completed Documents or the list of Downloaded Documents using the All Documents option.
Tap a document to access the document's options.
Tap Edit.
Edit the form's fields and submit the updated document as described in Running a Form (Data Entry View).

2.47. Updating Form Definitions

You can update the form definitions and related information on your iPad, pulling down updates from the EOS server, using the Update Forms option.

About Updated Information

The following information is updated when this feature is used:

New forms. Any newly created forms are added to app. These forms are added to your All Forms list.
Changed forms. If a form has been altered (for example, with new or updated source documents, fields, calculations, actions, etc.) it is updated in the app.
Offline codelists and lookups. Offline codelists and lookups allow you to reuse existing data when not connected to a server (when "in the field"). They retrieve all available data from a server at once, which allows them to then use a filter that can be evaluated by an offline device (such as an iPad).

Retrieving Updates

Verify that only needed forms are set up for use with the mobile app. Doing so with reduce your overall update time.
On the left side of the app, tap Update Forms.

The Update forms from the server? screen appears.
Tap Yes.
The forms and related information on your iPad are updated.

2.48. Syncing Documents

Completed documents must be saved back to the EOS server at some point, and at that time the locally completed documents are removed from the iPad. This process is known as "synchronization".

About Viewing Documents for Synchronization

You can view the documents that need to be synchronized using either of the following options on the left side of the app:

Click Outbox to only view documents that can be synced. This option is used throughout the procedures below.
Click All Documents, which provides access to a Synchronize option (at the bottom of the right side of the app). The list itself also contains incomplete documents, which will not be synchronized.

Quickly Synchronizing All Available Documents

If you simply want to synchronize all available documents, without first reviewing the list of documents that will be uploaded to your EOS server, use the Sync Documents option.

Note: If you want to review the list of documents that will be synced, before uploading them to your EOS server, proceed to the next section below.

On the left side of the app, tap Sync Documents.

The Synchronize Documents screen appears.
Tap Yes to verify the action.
All documents that can be synced, as automatically determined by the app, are uploaded to your EOS server.
When the synchronization is complete, tap OK.

Although the synced documents are no longer available from your app, they can be retrieved from the EOS server, if needed.

Reviewing and Synchronizing All Available Documents

Important: This option automatically synchronizes all available documents in the overall list of documents.

On the left side of the app, examine the Outbox option. Notice that the number of documents the can be synced is listed directly on the option.
Tap the Outbox option.
The documents that are ready to be synchronized are listed on the right side of the app.
On the right side of the app, tap Synchronize All at the bottom of the screen.

The Synchronize Documents screen appears.
Tap Yes.
The documents are synced, and the progress is shown.
When the synchronization is complete, tap OK.

You are returned to your list of documents, and the synced documents are no longer listed. However, they can be retrieved from the EOS server, if needed.

Synchronizing a Single Document

You can synchronize a single document by accessing the document's options and using the Synchronize option.

Access a desired completed, signed, or downloaded document via the Outbox option.
The document's options appear.
Tap Synchronize.

The Sync Document screen appears.
Click Yes to verify the synchronization.
Your document is updated on your EOS server. A message appears when the synchronization is complete.
Tap OK.
You are returned to your list of documents, and the synced document is no longer listed. However, it can be retrieved from the EOS server, if needed.

Synchronizing Selected Documents

You can specify a subset of the documents in your app for synchronization. This feature allows you to synchronize more than one document without having to synchronize all documents.

Access the list of documents via the Outbox option.
Select the documents you want to synchronize.
Tap Synchronize at the bottom of the list.

The Synchronize Documents screen appears.
Click Yes to verify the action.
The selected documents are updated on your EOS server. A message appears when the synchronization is complete.
Tap OK.
You are returned to your list of documents, and the synced documents are no longer listed. However, they can be retrieved from the EOS server, if needed.

2.49. Searching for Documents on Your EOS Server

You can search for previously created documents on your EOS server. When found, these documents can be downloaded to your mobile device and manipulated using the EOS Client Onboarding mobile app.

Proceed to one of the following sections below for more information:

About the Default Search

Each form automatically includes a default search feature, which allows you to search for documents created by the user currently authenticated to the app and during a specified time frame.

You can access this search as described below.

Accessing and Using the Search Feature

The search feature is accessed at the form level. Each form can have different searches defined for it.

Access the form that was used to create the document you want to retrieve from your EOS server.
Tap the Server Search option.

The server-created searches appear on the right side of the app.
Tap the desired search.
The search's available parameters are displayed.
Configure the desired search parameters.

Tap the displayed parameters to select the desired options.
Remove search parameters using the - button.
Add more search parameters to this particular search using the + button.
Note: Any parameters added using this method are only available while the Search screen is open. Once you exit the search, only the search's parameters, as defined on your EOS server, are saved.

Tap Search in the upper right corner of the app.

If the search is successful, results are displayed.

Note: If a document has already been downloaded to your mobile device, the word "Downloaded" appears in place of the document's date/time stamp.
Perform one of the following actions (each of which is described in individual sections below):

Downloading a Single Returned Document

Once located via a search, a document can be downloaded and manipulated with your mobile app.

Locate the desired document using the search feature.
In the list of returned documents, tap the desired document.
Additional options appear.
Tap the Download option.
The document is downloaded, and additional options appear.
Perform any of the following actions:

Downloading Multiple Documents

You can select more than one document from your search results and download them simultaneously.

Locate the desired documents using the search feature.
Using the Select option, choose the documents you want to download.
Tap Download at the bottom of the screen.

The selected documents are downloaded to your mobile device.

Viewing the Server Version of a Document

You can view a copy of the completed document, as it appears on the server, without downloading it to your iPad using the View Server Copy option.

Locate the desired document using the search feature.
In the list of returned documents, tap the desired document.
Tap the View Server Copy option.

The PDF version of the document is displayed.
Once you finish reviewing the document, tap Done to close the document and return to the document's search details screen.

2.50. Deleting Forms and Documents

You can remove documents from your iPad app. The deleted documents are still available from your EOS server.

Proceed to one of the following sections below for more information:

Deleting a Single Document

You can delete a particular incomplete, completed, signed, or downloaded document from your mobile device.

Access the list of documents via the All Documents option.
Locate the documents you want to delete using one of the following methods:

Manually from the All Documents list.
Via the Search Documents text box at the top of the All Documents list.

Tap the document to select it. Once selected, the document's options are displayed.
On the right side of the app, tap Delete.

The Delete Document screen appears.
Tap Yes.
The selected document is deleted from your iPad.

Deleting Selected Forms

You can delete multiple incomplete, completed, signed, or downloaded documents from your mobile device.

Access the list of documents via the All Documents option.
Locate the documents you want to delete using one of the following methods:

Manually from the All Documents list.
Via the Search Documents text box at the top of the All Documents list.

Use the Select option to choose multiple documents.
Tap Delete at the bottom of the right side of the app. Notice that the option itself displays the number of selected documents.

The Delete Select Documents screen appears.
Click Yes to verify the action.
The selected documents are removed from your iPad.

Deleting All Documents

You can easily delete all of the incomplete, completed, signed, or downloaded documents from your mobile device.

Access the list of documents via the All Documents option.
In the upper right corner of the app, tap the Select option.

Selection options appear, allowing you to choose multiple documents.
At the bottom of the app, tap the All option.

All of the listed documents are selected.
Tap Delete at the bottom of the list. Notice that the option itself displays the number of selected files.

The Delete Select Documents screen appears.
Click Yes to verify the action.
All of the listed documents are removed from your iPad.

2.51. Preventing Multiple, Simultaneous Document Changes

2.52. Importing Files to the EOS Client Onboarding Mobile App

The exact process for importing a file varies based on the app from which the file is coming.

Access the app's export option and selecting Open in LincDoc. An example of this option is shown below. Your app's option may vary slightly.
Tapping and holding the file name and choosing Open in LincDoc.

Once imported, a message appears in the EOS Client Onboarding app.

These files can then be used with a form's upload field via the Files options.

2.53. Using the Mobile Options

The Options feature gives you access to user and app information, as well as basic app settings.

Proceed to one of the sections below for more information:

Accessing the Feature and Viewing Basic Information

The basic app information is accessed by tapping Options on the left side of the mobile application.

On the left side of the app, tap Options.

Basic user and app information is displayed on the right side of the screen.
Review the following information, as desired:

- User Info. This area displays basic user information.
  - User ID. Your user name, as used to log into the app.
  - Server. The URL of the EOS server to which you are currently connected.
  - Client ID. The client id you specified when logging into the app.
  - More. Tapping this option displays additional user settings specified on the EOS server. For more information, see Viewing Additional User Information below.
- App info. This area displays basic information about the app itself.
- - Version. The version of the app currently installed on your iPad.
  - Build. The build number on the corresponding EOS server.
- Other Options. This area displays additional app options.

Viewing Additional User Information

You can view complete user information, including offline settings set on the EOS server, by tapping the the More option in the User Info area.

Additional options appear for you app. You'll need to swipe up to see some of the available options.

Using Additional Options

The following additional options are available, which allow you to control the appearance of your app:

Display Background. Allows you to specify whether or not the app's background image is displayed. Background images can be added via the offline settings on the EOS server.

2.54. Closing the Mobile App

You can exit the app simply by clicking your iPad's Home button.

However, it is recommended that you log out of the app first.

On the left side of the app, tap Options.
On the right side of the app, tap Logout.

The initial LincDoc Log In screen appears. The app is now secure.
Close the app using your iPad's Home button.

2.55. Remote Signing

2.56. Contacting EOS Technical Support

You can contact EOS Technical Support using any of the following methods:

Navigate to https://eossupport.lincware.com and fill out the web-based form. This form, when submitted, also opens a support ticket.
Call our main number directly at 585-563-1669, and ask to speak to a support specialist.

If at any time your problem is not solved to your satisfaction, the chain of command is readily available to address it until you are completely satisfied.

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

Note: Your URL is created and assigned to you during the initial EOS Client Onboarding system configuration phase. If you do not know your URL, contract Technical Support.

About the Login Screen

The login screen is your initial point of entry. It allows you to specify the following information:

Your username
Your password

3.8. Customizing Your User Profile

You can access and edit some of your profile settings, if desired, using the profile button on the EOS Client Onboarding system's toolbar.

Click the profile button, which should be labeled with your profile name.
Select profile from the options that appear.
The Preferences for dialog box appears.
Edit the following information, as desired:
Note: Not all settings can be edited from this dialog box.
- Username. Displays the user's identity for use in logging into the EOS Client Onboarding system.
- Name. Displays the user's actual full name.
- Email address. Displays the user's email address.
- Time zone. Displays the time zone for the user's current location.
- Signature stamp. Allows you to upload, download, or clear the current signature stamp.
  Note: If a signature stamp has been defined, it is displayed adjacent to the Signature stamp settings.
- Change password. Allows you to create a new password. When this check box is selected, additional text boxes appear, allowing to you define the new password.
- Change security question. Allows you to access the user's security question, which acts as a security feature to verify the authenticity of the user.
  - Question. When the Change security question check box is clicked, this text box allows you to define a question used to verify your identification when resetting your password.
  - Answer. When the Change security question check box is clicked, this text box allows you to provide the answer to the specified security question.
Type your current password in the Password text box, which verifies your identification before saving any profile changes. You always need to specify your password in this text box when making changes to your user profile.
Once all changes are complete, click save.

3.9. Resetting Your Password

Click on the Can't log in? Click here for help. link.
Enter your email address, then press the submit button.

An email will be sent to you containing a link to reset your password.
After clicking on the link to reset your password, enter the answer to your security question and your new password, then press the set password button.

You should now be able to log in with your new password.

3.10. About the EOS Client Onboarding Toolbar

The EOS Client Onboarding toolbar displays several components. When used together, they enable access to simple management and administration features.

User Profile

For more information, see Customizing Your User Profile.

System

The system button provides a method for maintaining individual and group access to documents and other application-wide security settings.

Clicking this button displays a list of addition options. This list varies based on your user security level.

Help

Windows

The windows button provides you with access to the list of currently opened windows (if any), and allows you to optionally tile the open windows on the workspace.

Hidden window are shown in italics, and can be re-displayed by selecting them.

Logout

Closes the current EOS Client Onboarding session.

3.11. Managing Users

To access secure forms in the EOS Client Onboarding system, individual users must be created. Once available in the EOS Client Onboarding system, the users and groups are assigned to roles, granting them rights to access various parts of the system.

Proceed to one of the following sections below for more information:

Locating Users

When working with new or existing users, you will need to locate the user in your user list.

Access the Manage users and groups dialog box.
Type a string in the search text box.
Click the Search icon.

All users that contains the defined string in either their Username or Name settings are displayed, but only the Username is shown in the list.
In the following example, the string "user" was used in the search.

Defining User Settings

When you create a new user, or need to update an existing user, you can do so using the user's individual settings.

Access the Manage users and groups dialog box.
If necessary, locate the user whose settings you want to edit as described in Locating Users.
Click the user whose settings you want to edit.
The settings appear on the right side of the Manage users and groups dialog box.
Alter any of the following settings, as desired.

Username. The name used by the EOS Client Onboarding system to represent the user. This setting was initially defined when the user was created. This setting is required.
Name. The real name of the user. This setting is required.
E-mail. The user's email address. This setting is required.
Password expires. Specify whether or not the user's password will expire or if it will be permanent.
Permissions. Specify which of the following permissions will be granted to the user:
- change username. When selected, gives the user the ability to alter his/her username.
- change name. When selected, gives the user the ability to alter his/her name in the the EOS Client Onboarding system.
- change e-mail address. When selected, gives the user the ability to alter his/her e-mail address.
Lock/permanent. When selected, the current user's account is permanently locked (inaccessible) until unlocked by an administrator.
Lock/until. When selected, the current user's account is locked until the specified date and time.
Lock/unlocked. When selected, the current user's account is not locked and is fully accessible.

Click save.
Any changes you made are saved, and all altered users are updated.

Resetting a User Password

You can reset a user's password. The EOS Client Onboarding system will then send an email to the user, informing them that they need to create a new password.

Access the Manage users and groups dialog box.
Locate the user whose password you want to reset as described in Locating Users.
Click the user whose password you want to reset.
The user's settings appear on the right side of the Manage users and groups dialog box.
Click the reset password button.

Adding a User to a Group

You can add a user to a specific group, which allows you to easily grant multiple users roles at the same time.

Tip: It is recommended that you assign roles to groups instead of individual users. Although you can assign individual users to roles, assigning groups allows for easier administration.

Locate the user who you want to add to a group.
Click the appropriate user.
The user's information appears on the right side of the Manage users and groups dialog box.
Click the users's Groups tab.
Any currently assigned groups are displayed on the Groups tab. In the following example, the user is currently assigned to one group (Testing1).
Click the + button on the Groups tab.

The Select group dialog box appears.
Locate the appropriate group using the Search button. In the following example, the string "T" was used as the search criteria.
Click the group that will contain the user. The group is highlighted.
Click select.

You are returned to the Manage users and groups dialog box, and the selected group appears in the groups and effective groups lists on the right side of the dialog box.
In this example, the user has been added to the Testing2 group, and is now a member of this group as well as Testing1.
Note: The user was already a member of the Testing1 group before being added to the Testing2 group.
Click save. The new group allocations are saved to your environment.

Removing a User

You can completely delete a user's account, if necessary.

Using the Manage users and groups dialog box, locate the user that you want to remove.
Hover over the user in the list of users.
A delete button appears on the far right side of the user's entry.
Click the delete button.
A confirmation message appears.
Click Yes.
The user is removed.
Click save at the top of the Manage users and groups dialog box.
Tip: If you accidentally delete a user, you can close the dialog box without clicking save, and the deleted user will still be available when you re-open the dialog box.

3.12. Different EOS Client Onboarding Groups

Sales Rep

Has the ability to run the Onboarding form with the customer; is responsible for initial data entry; responsible for getting the customer's signature; signs for the payroll company on the Service Agreement.
Sees a list of their recent sales displayed on the screen when they log in, in case any need to be updated.
Has the ability to open/view only the forms that they initiated.

Management/Operations

Has the ability to run the Onboarding form with the customer, like a Sales Rep.
Has the ability to open/view any form.
Can make changes to any data that has not been locked down

Manage Accounts

Creates and deletes EOS accounts as people join or leave your company.
Can reset passwords.
Normally assigned to the Sales Manager and CEO
This role by itself does not give the user access to the EOS form.
This role allows the user to accept the EOS software license terms.

3.13. About Terminology

This is a list of the most common terms used throughout this documentation:

Term	Definition
action	Actions are units of work that are fired in response to form events. For example, sending an email containing a hyperlink to a document or displaying an alert message.
alert	A message box that is displayed to the end user during the data entry process.
authentication provider	See provider.
batch signing	A feature that allows you to sign multiple documents with a single signature.
bulk signing	A feature that allows you to sign multiple signature fields, in a single document, with a single signature.
boolean logic	A rule based on true or false, yes or no or the presence of one of two clearly opposed values.
calculated field	A field that is calculated by, or from a value(s) of another field.
click wrap signature	A type of signature whereby a user enters in their name and it is inserted into the generated document.
client ID	A container within EOS that stores all field definitions, source documents, generated documents and data. These cannot be created at the user level, but instead are directly tied to your license key - as created when you acquired EOS. In most cases, you will only have access to a single client ID, although multiple client IDs can be purchased, if needed.
codelist (code list)	Codelists are objects within EOS that drive drop down choice lists. For example, a form question that has a yes/no answer. There are multiple types of codelists available, including simple, advanced, and JDBC.
condition	Conditions are Boolean expressions that are evaluated throughout the lifecycle of an eForm in response to form events. When the conditions are true, then certain actions are allowed to happen based on the configuration of the eForm.
condition to display	Logic used to conditionally display or hide a field or section. Sometimes abbreviated as "c2d".
conditional text/paragraph	Refers to a snippet of text inside a Microsoft Word (or OpenOffice) source document that is conditionally shown in a generated document. The condition of the text is evaluated at document generation time, if the condition is true then the text is included else it is not included.
CSV	Short for Comma Separated Values, which is a type of text output where each field's value is separated by a comma. Values that may contain commas may be surrounded by double quote characters. For example: "Jane","Smith","123 Main Street","Southtown","IL","65099"
DANG	Short for Data And Number Generator, which is a key component of the EOS administrator interfaced used to create conditions, actions, and calculations.
data entry	The term used to describe the process of an end user filling out the form fields of a particular eForm or Document Package.
DDL	Acronym for drop-down list.
document	A file created using an eForm of Document Package. Basically the "filled-in" version of an eForm or Document Package. Also known as a generated document.
document inclusion logic	Boolean logic rule that selects a document based on the existence of a specific field or fields.
Document Package	Extends what an eForm can do by allowing one or many related Word or PDF source documents to be assembled based on predefined business logic.
document repository	A searchable storage area where documents and data are saved. EOS has its own internal document repository, and third party repositories such as Laserfiche are also supported.
document viewer	The window in which the generated document is displayed.
DRAT	Short for Document Refinement Annotation Transformer, which is an extension of the EOS markup language for more sophisticated field resolution scenarios.
drop-down list (DDL)	An eForm control that when clicked on presents a list of choices from which the user must choose one.
eForm	An electronic web form composed of a single Microsoft Word or PDF document. The document contains zero or more field placeholders. It is also comprised of field details, sections, conditions, actions, events, and lookups.
end user	Any person who uses EOS to complete a preconfigured eForm or Document Package.
event	Help describe significant points in time during the lifecycle of an eForm or Document Package. Examples of events include "on load" which fires when an eForm is first executed, or "on generate" which fires when the end user has completed the data entry process and is ready to generate their document.
field	A placeholder inside a source document for the purpose of filling with data either manually or from a database.
fields document	A source document used for the sole intention of field placeholders only, it is never meant to be part of a generated document. This technique is often used with more complex document packages which have many source documents: the fields document consolidates EOS fields to a single entity.
flattening	The processes of removing the ability to change field values in a PDF form.
function	A system calculation that returns a single value given zero or more inputs.
generated document	See document.
global field	Field definitions that can be applied to any field of the same name or pattern when creating a new eForm.
inclusion logic	The use of Boolean logic to determine if a paragraph or document should be included when generating a new document.
input constraint	A simple input mask or regular expression that can be applied to a field to enforce what data is allowed for a field.
JDBC	Short for Java Database Connectivity.
LDAP signature	A type of signature in EOS whereby the user "signs" the document by being prompted to re-enter their LDAP password at the time of signing. Often used in combination with the Active Directory integration module.
LDAR	Short for EOS Archive. An eForm definition can be exported as an .ldar file, and imported to another EOS VM.
EOS administrator	The person responsible for creating eForms and corresponding field elements, conditions, lookups, actions, etc. within the EOS system for the end user community.
EOS markup language	The term used for "<<...>>" and "<<<...>>>" expressions inside Microsoft Word documents that respectively identify fields and conditional paragraphs.
lookup	A query that searches for data in an external system.
LWSA	Short for LincWare System Administration Portal. Portal for all server level configuration options.
multi-phase signatures	The term is used to describe a document that contains multiple signature fields, and those signatures are not all signed in the same browser session: the signatures happen in different phases.
multitenancy	A type of software architecture where a single instance (installation) of the software runs on a server, but is designed to virtually partition (divide) its data and configuration. In this arrangement, each client organization (known as client IDs in EOS) uses a customized, virtual application. In the EOS environment, multitenancy is used to separate sets of forms and data.
multi-value field	A repeatable field that takes on multiple values. These are sometimes called "multi-row fields" or "pound fields" (because in the EOS markup language they are always terminated by a pound sign (#)). These field types are only available in Word source documents. Example: An eForm that captures a list of part numbers. A field that captures multiple quantities would be marked as quantity# and would represent quantity1, quantity2, quantity3, etc.
node	A specific item within a repository, accessed via the Browse dialog box. Nodes can be documents, files, or folders.
OpenForm	The term used to describe when an eForm is launched in a separate browser window (or iframe), and none of the normal EOS desktop controls are present (for example, no top toolbar with buttons for search, run, help, logout, etc.). This method is the preferred way to run eForms for end users because it is very directed in the sense that all they can do is complete the form in front of them.
paragraph inclusion logic	A condition that shows or hides a paragraph in a generated document. Only applies to Word source documents.
parse/reparse	The process of resolving/finding fields in a document. A reparse operation typically takes place whenever a source document is altered.
PDF	Acronym for "portable document format".
pound field	Another name for a multivalue field.
provider	Also known as authentication provider. Acts as a container for a specific set of users and groups. They can be created to control application access. They are created at the client ID level, making them available to other users with access to your current client ID.
required condition	Refers to a condition attached to a particular field that determines if the field must be non-blank before proceeding. Just before document generation time the condition is evaluated. If it is true and the corresponding field is blank then processing stops the user is shown a warning message that they must fill in the field before proceeding.
section	The term for a container/area within an eForm that contains one or more related fields.
signature	Both a person's name, used to formalize a document, as well as a general term for the information that applies to all form fields to which a signature itself is applied.
signature receipt	A signature feature that displays the actual signature used on a form, information about the signature (such as the name of the user who signed and the date/time), and provides buttons for downloading the corresponding signed form or just the receipt information to a file.
signature stamp	An image that can be used in place of a script font representation of a signature, and is a digital representation of your actual signature.
source document	A Microsoft Word or PDF document containing zero or more fields. In the case of Word, the EOS markup language is used to denote fields. For PDF, FDF fields are used. Adobe Lifecycle forms are also supported.
source document library (templates)	The library of documents available to users in EOS.
SQL repository	A back end storage system that is based on a relational database. Currently, this database must be either PostgreSQL or Microsoft SQL Server. Note: This feature is available with EOS version 3.3 and later releases.
subject matter expert	When designing a new eForm, this is the person who has the knowledge and expertise to provide guidance on the finer details of the form. This person also has a thorough understanding of the business processes and high level workflow logic that often accompany an eForm.
stamp	An electronic record, used with signatures, that captures details essential to demonstrate the authenticity of the signature.
superuser	Similar to a Windows Administrator account, this type of user is given access to a large majority of the EOS system and its settings. Typically, a non-cloud installation has only one superuser account called admin. Cloud installations never have a superuser account for security reasons.
synchronization/sync/on sync	An event indicating that a mobile device (for example, an iPad) is pushing locally saved forms/data to a EOS server.
TIFF	Short for "tagged image file format".
token based name	Used to describe the process of substituting tokens for form field values, especially in the case of naming a generated document. For example, the admin can create a token based name in which one of the tokens is the "lastName" field collected from an eForm, plus other tokens for the current date, followed by the file type ".pdf".
Topaz signature	A type of signature using one of the supported devices offered by Topaz.
TortoiseSVN	An optional third-party plugin for MS Windows Explorer that allows administrators to check-in and check-out documents and eForms.
UI	Short for "user interface" or the portion of the application with which users directly interact.
UUID	UUID (Universally Unique IDentifier) values can be thought of as random strings such as: 7402b0a6-d4da-489b-9955-8cc3f87735cb. UUID generators are very good at never producing the same string twice. For every document generated in EOS (regardless of the repository type: SQL Repository, Laserfiche, or Docuware), a UUID is assigned that is 36 characters long. The DANG function DocID can be used to return this value. The value is actually internally generated the moment you start a brand new form (and never changes for that form thereafter). This value is critical to doing any kind of workflow with a document, and is used to create URLs that allow direct access to manipulate a particular form (editing, viewing, signing, etc.). For more information on UUIDs, click here.
use case	This term refers to describing a situation that highlights a particular set of features and/or requirements of an eForm. For example, a form that requires several signatures from the same signee is a good "use case" for EOS's bulk signing feature.
user	Short for "end user".
user profile	Stores the user's name, email address, time zone, password, and password reset question.

3.14. Contacting EOS Technical Support

You can contact EOS Technical Support using any of the following methods:

Navigate to https://eossupport.lincware.com and fill out the web-based form. This form, when submitted, also opens a support ticket.
Call our main number directly at 585-563-1669, and ask to speak to a support specialist.

If at any time your problem is not solved to your satisfaction, the chain of command is readily available to address it until you are completely satisfied.