Would you like a document to be signed by an employee? The electronic signature feature is easy to use for both you and the employee. Read how in this short guide below.
- Go to the list of Employees and click on an employee to open their profile.
- Click on Documents
The electronic signature function can be used for:
- An already existing document on the employee's profile
- A newly added document
- A newly generated document
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- Electronic signature on an already existing document on the employee's profile
Find the document on the list and click on the three dots on the right, then select Send for electronic signature
Signatories: Choose which employees need to sign the document.
Type: Choose AppBuilder from the list.
Date of signature: If you select a date here, it will be used on the document as the signing date for all signatories. If left blank, the dates when each signatory signs will be used on the document.
Select AppBuilder: Select an app from the list. You can choose from app templates you have previously created in the AppBuilder - in the example here it is called "Sign with Electronic Signature".
Click on Save. The recipients will now receive an email with a link to the app. In the app they can access the document and sign using a mouse or finger. - Electronic signature on a newly added document
Click on Add document
Select the document type from the dropdown list (e.g. "Contract" or "Certificate").
Click on Upload file(s) to upload a document from your computer or click on Create new document to create a document directly in Staff.
Enter the Expiration date and a Reminder date, as well as the Employee(s) who should be responsible for this document, if applicable.
Click on Save & close.
Now Follow the steps from 1. above showing how to use the electronic signature feature. - Electronic signature on a newly generated document
Click on Generate document to use one of the templates you have previously created in Documents > Document templates
Select a template and wait for the document to automatically retrieve the employee's data.
Fill in any missing information and then click on Send for electronic signature.
Now Follow the steps from 1. above showing how to use the electronic signature feature.
- Electronic signature on an already existing document on the employee's profile
Want to know more about creating documents? Also read the article How to create and send a document to an employee