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All Categories > Electronic signing
8 articles
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 3 weeks ago by Lucie Heroudkova
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, oth…
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…
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 1 month ago by Lucie Heroudkova
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…
During signing, the document can be in different statuses: In process (with exclamation mark). Signed. Error. Expired. Information about the signing status can be found on the employee's profile > in…
Fully signed document. Once signed by all designated individuals, the signing process is complete. Each signatory will receive an email with a link to download the signed documents. The documents are…
You can manually cancel the signing process once it has begun, in the envelope statuses i n Process and Error. Canceling signing in "In Process" status. On the Documents tab on the worker's profile ,…
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