Preparation of a document for electronic signing

Updated by Lucie Heroudkova

In order to be able to electronically sign a document, signature tokens must be embedded in it.

You can find more about them in the article Electronic signing module settings - Tokens chapter.

  1. Create a document in doc or docx format.
  2. In the document, place the necessary signature tokens in the places where the electronic signatures are to be (marked in green in the image). The field for placing the signature is 21 x 55 mm and the signature token is placed in the middle, so make sure that there is enough space for the signature above and below the token (approx. 2-3 lines) and that the token is not at the edge of the page. An inappropriately placed token is, for example, like this:

  1. a) If you are not going to use the document as a template for the generated documentation, save it as a pdf format. If necessary, then upload it to the Documents tab on the profile of the employee to whom the document relates. Now the document is ready for electronic signature.
    b) If the document is to serve as a template for the generated documentation, continue with the next point.
  2. You can add standard tokens for generated documentation (marked in blue in the image) to the document.
  3. Upload the document to Document Templates .
  4. From the saved template, generate a document in pdf format in the usual way, which will be ready for electronic signing on the Documents tab in the employee's profile.

You can refresh yourself on working with documents and their generation in the PINYA HR manual in the sectionDocuments .

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