How do I request a document signature from multiple employees?

If you wish to assign a document to multiple employees for signature, you can do this by going to the “Administration” option on the main menu, then clicking on the “Bulk Signature Requests” option in the “Communications/Documents Administration” panel.

Next, click on the “Add Bulk Signature Request” link at the top of the page to start the process.
On the form shown, you can enter a name for the signature request, to make it easier to refer back to should you need to make changes and use the file upload control to upload the document you wish employees to sign.

You can then select the date you would like the document to be signed by and enter any additional information or instruction for the employee in the “Comments/Instruction” box. If you require the employee to download and edit the document before signing (for example, filling in their home address in a contract document), checking the “Editable” checkbox will allow them to download the document, update it and upload it back into the system before signing.

If you require a second signature from another user on the document, check the “Second Signature” checkbox and select the employee who needs to countersign the document. This will send the document to the selected employee once the original employee has signed. You may also enter any additional information or instructions for the second signatory and specify how long they have to sign (in days) after the document has been assigned to them.

The final option allows you select which employees to assign the document to – either by group or individual employee.

Once you have setup the request, clicking on the “Submit Request” button will upload the file and send it for signing to the selected employees.

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