Sending a document for electronic signature

Updated by Lucie Heroudkova

  • To submit a document for signature, go to the employee's profile .
  • Open the Documents tab.
  • Find the document to be signed. It can be a document generated in the PINYA HR system or a manually entered document.

    Only documents in pdf format can be sent for signature.
    Documents must contain signature tokens.

  • A document not yet signed has a status of None in the Signing column.

  • Click on the Send for signature arrow to open the detail for entering the data required for successful submission:
  1. At the top of the detail is the name of the document. Click on the title to view the document.
  2. Enter the expiration time. The number indicates the number of days from sending until the expiration of the unsigned document. After this time, the document cannot be signed.
  3. Choose the date in which the Reminder should be sent to the signers.
  4. The Set exact order of signers switch determines whether it is necessary to observe the order in which people will sign. The person with rank 2 receives an email invitation to sign only when the document is signed by the person with rank 1, etc.
    If the order is not set, all signers will be prompted to sign at the same time and signing will be done in parallel.
  5. If people are associated with signature tokens, they appear in the Signer fields. Another employee can always be selected instead of the preset person.
  6. For signers, select work/personal email and phone .
    Email and phone must always be entered!
  7. In Notes, you can insert text that will be attached to the email request for signature.
  8. Choose the language of the email notification. By default, the language set is the same as the language mutation that the signer has in his profile settings.
    DigiSign does not support all languages. Unsupported languages ​​are replaced by an English mutation. E.g. in the case of PINYA HR, it is Polish. A user with a Polish language mutation of the system will receive emails in English.
  9. Use the Send for signature button to send the document for signature. It means that the electronic signature process in the DigiSign application will start

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