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Home → Client Onboarding → Sales Rep

1. Sales Rep

• 1.1. Video Tutorial: Users Logging in for the First Time
• 1.2. Logging Into the EOS Client Onboarding System
• 1.3. Customizing Your User Profile
• 1.4. Resetting Your Password
• 1.5. About the EOS Client Onboarding Toolbar
• 1.6. About Form Views
• 1.7. About Terminology
• 1.8. About the Search Feature
• 1.9. Accessing the Search Feature
• 1.10. Configuring a Search
• 1.11. Performing a Search and Viewing Results
• 1.12. About the File Browsing Feature
• 1.13. About the Browse Dialog Box Layout
• 1.14. Accessing the Feature (Browse) Interface
• 1.15. Moving Files or Folders
• 1.16. Selecting a File, Folder, or Subfolder
• 1.17. Verifying the Current Contents
• 1.18. Adding a New Folder or Subfolder
• 1.19. Adding Local Files to Your Directory Structure
• 1.20. Renaming a File or Folder
• 1.21. Editing a Document
• 1.22. Editing a Copy of a Document
• 1.23. Downloading a File
• 1.24. Viewing a Document
• 1.25. Signing a Document
• 1.26. Removing a File or Folder
• 1.27. Working with File Links
• 1.28. Running a Form
• 1.29. Using the Document Viewer
• 1.30. Using Batch Signing
• 1.31. Viewing Signature Details (Signature Log)
• 1.32. About EOS Mobile
• 1.33. About EOS Client Onboarding Mobile Terminology
• 1.34. Accessing the EOS Client Onboarding App
• 1.35. About the Initial Screen
• 1.36. Viewing Individual Form Details
• 1.37. Running a Form (Data Entry View)
• 1.38. Uploading Files to a Form
• 1.39. Using the Favorites Feature
• 1.40. Using Templates
• 1.41. Signing an Individual Form/Document
• 1.42. Signing Multiple Forms Simultaneously (Batch Signing)
• 1.43. Viewing All Documents in Your App
• 1.44. Selecting Multiple Documents
• 1.45. Viewing an Individual, Completed Document
• 1.46. Editing an Existing Document
• 1.47. Updating Form Definitions
• 1.48. Syncing Documents
• 1.49. Searching for Documents on Your EOS Server
• 1.50. Deleting Forms and Documents
• 1.51. Preventing Multiple, Simultaneous Document Changes
• 1.52. Importing Files to the EOS Client Onboarding Mobile App
• 1.53. Using the Mobile Options
• 1.54. Closing the Mobile App
• 1.55. Remote Signing
• 1.56. Contacting EOS Technical Support

Knowledge Books