Process of electronic signing of documents
The process of electronic signing of documents is closely related to the processes "Document template creation" and "Document generation ". For this reason, it is recommended that you review both of these processes before continuing to learn about the electronic signing feature. Both of these processes can be found in our documentation in the main processes section or you can simply click on their names mentioned above.
For the document template that you create through our application, you can choose whether you want the document that will subsequently be sent to an employee to be designated for electronic signing.
How e-signing works
Once a document has been successfully generated for a selected employee based on a template for which the request for electronic signature has been selected, the document is sent to the employee for signature.
Immediately after sending, a notification will appear on the employee's personal dashboard indicating that there is an unsigned document that requires their signature.
However, in order to be able to sign the document, the employee needs to have his/her own electronic signature set up in his/her profile, which will then be used for the purpose of signing documents.
How an employee can easily set up their electronic signature
An employee can set up his/her own electronic signature in his/her account in the "My Settings" section of the application, which can be found in the top right corner of the application environment (click on the space where his/her avatar and salutation are displayed).
In his personal settings, he will find the option to add his own electronic signature in the signature section.
How can a supervisor or other competent person (HR manager, director) set up his/her electronic signature?
The supervisor can find the settings for his/her electronic signature in the menu under Settings → Documents, where he/she can upload a signature file, which he/she can then use to sign his/her documents.
Selecting the option to insert your own electronic signature
The employee can choose one of two options to upload his signature to the application. The first option is to upload a file that already contains their signature from their device storage.
The second option is to create the signature directly in the application environment using the mouse or touchpad.
Once the electronic signature is set up, the employee can sign any document quickly and easily with just one click.
Where to sign the document
The easiest way to sign the requested document is by clicking on the aforementioned notice that appears on the employee's notice board. Clicking on the alert will redirect the employee to the document detail, where they can view the entire document and then sign it with one click on the "Sign electronically" button.
However, the employee can always find the required document among his/her files in his/her profile, where he/she can see all his/her documents. For those that require his signature, a red signature icon is displayed. By clicking on this icon, the employee is redirected to the detail of the document in question, where he also has a preview of the document and a button to sign it.
Once the document is signed, the document is marked as signed and the employer receives a notification that the document has been signed.