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Home → Client Onboarding → Management/Operations

2. Management/Operations

• 2.1. Video Tutorial: Users Logging in for the First Time
• 2.2. Logging Into the EOS Client Onboarding System
• 2.3. Customizing Your User Profile
• 2.4. Resetting Your Password
• 2.5. About the EOS Client Onboarding Toolbar
• 2.6. About Form Views
• 2.7. About Terminology
• 2.8. About the Search Feature
• 2.9. Accessing the Search Feature
• 2.10. Configuring a Search
• 2.11. Performing a Search and Viewing Results
• 2.12. About the File Browsing Feature
• 2.13. About the Browse Dialog Box Layout
• 2.14. Accessing the Feature (Browse) Interface
• 2.15. Moving Files or Folders
• 2.16. Selecting a File, Folder, or Subfolder
• 2.17. Verifying the Current Contents
• 2.18. Adding a New Folder or Subfolder
• 2.19. Adding Local Files to Your Directory Structure
• 2.20. Renaming a File or Folder
• 2.21. Editing a Document
• 2.22. Editing a Copy of a Document
• 2.23. Downloading a File
• 2.24. Viewing a Document
• 2.25. Signing a Document
• 2.26. Removing a File or Folder
• 2.27. Working with File Links
• 2.28. Running a Form
• 2.29. Using the Document Viewer
• 2.30. Using Batch Signing
• 2.31. Viewing Signature Details (Signature Log)
• 2.32. About EOS Mobile
• 2.33. About EOS Client Onboarding Mobile Terminology
• 2.34. Accessing the EOS Client Onboarding App
• 2.35. About the Initial Screen
• 2.36. Viewing Individual Form Details
• 2.37. Running a Form (Data Entry View)
• 2.38. Uploading Files to a Form
• 2.39. Using the Favorites Feature
• 2.40. Using Templates
• 2.41. Signing an Individual Form/Document
• 2.42. Signing Multiple Forms Simultaneously (Batch Signing)
• 2.43. Viewing All Documents in Your App
• 2.44. Selecting Multiple Documents
• 2.45. Viewing an Individual, Completed Document
• 2.46. Editing an Existing Document
• 2.47. Updating Form Definitions
• 2.48. Syncing Documents
• 2.49. Searching for Documents on Your EOS Server
• 2.50. Deleting Forms and Documents
• 2.51. Preventing Multiple, Simultaneous Document Changes
• 2.52. Importing Files to the EOS Client Onboarding Mobile App
• 2.53. Using the Mobile Options
• 2.54. Closing the Mobile App
• 2.55. Remote Signing
• 2.56. Contacting EOS Technical Support

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