Electronic signing

6 articles

Why sign electronically and how to do it?

Electronic signing is a great help in digitizing your employees' documents. It will significantly speed up and simplify a process that can take days or weeks with paper documents. – printing a docume…

Updated by Lucie Heroudkova

Setting up the Electronic Signature module

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

Updated by Lucie Heroudkova

Preparing a document for electronic signing

To electronically sign a document, signature tokens must be inserted into it. You can find more about them in the article Setting up the Electronic Signature module -> Tokens chapter. Create a docume…

Updated by Lucie Heroudkova

Sending documents (envelopes) for electronic signature

To send documents for signature , go to Employee Profile > Documents > Electronic Signature. Create an envelope here. Creating an envelope is divided into 3 steps: Selecting documents for signing. De…

Updated by Lucie Heroudkova

Employee signature

The following procedure is the same for all signatories: The person who is supposed to electronically sign the document will receive an email invitation to sign. The Go to Documents link will redirec…

Updated by Lucie Heroudkova

Signing process and its states

During signing, the document is in different stages - states: In process. In process (with exclamation mark). Signed. Error. Expired. Information about the signing status can be found on the employee…

Updated by Lucie Heroudkova