Electronic signing

7 articles

Electronic signature module settings

If you have activated the Electronic signature module, In System settings , the Electronic signing option is active in the left menu. The Administrator role has this option active automatically, othe…

Updated by Lucie Heroudkova

Preparation of a document for electronic signing

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. Create…

Updated by Lucie Heroudkova

Sending a document for electronic signature

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 d…

Updated by Lucie Heroudkova

Signing by the worker

The following procedure is the same for all signatories. The person who is supposed to sign the document electronically will receive an e-mail prompt to sign.. The Go to documents link will redirect…

Updated by Lucie Heroudkova

The signing process and its states

During signing, the document is in various stages - states. Information about the signing status can be found in the Signing column on the Documents tab of the employee's profile.. Click the eye icon…

Updated by Lucie Heroudkova

Signed document and audit log

Fully signed document. After all designated persons have signed the document, the signing process is complete.. Each of the signatories will receive an email with a link to download the signed docume…

Updated by Lucie Heroudkova

Unsigning

You can manually cancel the started signing process in the In Process and Error states. Cancel signing in " In Process " status. On the Documents tab of the worker's profile , select a document with…

Updated by Lucie Heroudkova