For first-time users of eformity.net, there are two things you should know:
- You need an account to be able to log into the system;
- Before you can create a document/e-mail, etc. you need to select a default signee.
Creating an account
Every eformity.net user has to log onto the system with his/her own account details. The user account contains information on your authorisation levels. Some users are authorised to add or modify organisations or locations. Others may have access to classified templates. All this is stored in your user account. So before you start, you need to have a user account. If your system administrator hasn't provided you with any log in details, you probably have to create an account yourself. Read here how to create a user account.
Selecting a default author
Once you have an account, you can log into the system and look up and select your own author profile. The author profile contains the personal information that is used when signing a letter or e-mail. Information like your direct phone number, or mobile number, your name, job title and e-mail address. Furthermore, the profile contains the organisation and/or location that you belong to, so the correct sender details can be printed on the letter or placed in the e-mail.
Read here how to select a default author. Een standaard medewerker selecte
Note If you can't find yourself in the list of authors, you might have to create it yourself. Read here how to create a default author Medewerkers aanmaken en wijzigen.