This article explains how to send a document for signature. Follow the steps below to ensure the correct configuration and efficient electronic signatures are managed.
Please note that electronic signatures are a feature of the Performance plan.
Accessing the electronic signature module
Once the module has been activated by our team, it can be accessed from the main menu through Documents > Electronic signature.
Send a document for signature
Designate signers, send documents for signature to your employees, and track their status in just a few clicks on the document monitoring page.
👉 Make sure your employees' email addresses have been validated in their profiles so that they can receive signature requests. To do this, go to Employee > Summary or to the desired employee profile. We recommend that you notify the employees that they will receive an email from Folks inviting them to validate their email.
- Go to the Document Monitoring page (Documents > Electronic signature).
- Click Send a document in the top right-hand corner.
- Select a signature template or upload a document.
- Select the employee(s) and assign a role to each. ⚠️Only employees with a valid email address in the system can receive documents for signature. If you need to validate an e-mail address please read the following article: Validating one or all employee's e-mail addresses.
- Select the email address to which to send the request (corporate or personal).
- Click on Next step. Depending on the type of document (see article on single sign vs mass mailing), this step might not be present.
- Click on Send for signature.
The signer(s) will automatically receive an email informing them that a document is awaiting their signature. They will be able to access and consult it in just a few clicks, and will be redirected to our partner HelloSign for a fast, secure electronic signature process.
Once all signers have signed the document, the status will change to Signed. You can then download the signed document.