eSignature is a ready to go toolkit that enables you to send signable documents to your employees and obtain their signatures, all in a single HRIS system.

πŸ“ŒTIP: Never heard of eSignature? Find out more with our introduction to eSignature Read more >

What do I need to create a signable document?

  • An admin-level access to eSignatures OR admin-level access to your Sage HR account.
  • Activated Core HR module with 'Documents' enabled in Permissions

Create a signable document

  1. Click DOCUMENTS on the main vertical navigation bar, on the left-hand side.
Create Signable Document

2. Click CREATE SIGNABLE DOCUMENT.

This opens a full-screen modal view which guides you through the signable document creation workflow.

Step 1: Choosing a document

  1. Choose a document that needs to be signed. Choose from two options:
  • Option 1 - Upload a new document
  • Option 2 - Choose from current documents that are already present in your Sage HR account
Click to upload a signable document

2. When the document has been uploaded, click CONTINUE in the bottom right corner.

πŸ“ŽNOTE: Currently, Sage HR supports uploading and signing PDF and DOCX files. Missing a format? Please let us know - we're currently exploring the opportunities of adding more!

Step 2: Who signs this document and how?

You can select the way the document is signed which further determines the workflow for your signatories. There are two possible approaches:

  • Recipients sign the same document - All recipients will put their signatures on the same document, e.g. a contract, or an agreement. Choose this option if multiple parties should participate in the signing process. The outcome of this process is a single document with everyone's signatures on it and a copy available for everyone.

    πŸ“ŒTIP: This signing mode allows to set signing order - Read more >

  • Recipients sign their own copy of the document - Every recipient has their own version of the document. This mode is good for obtaining a signature or consent from a group of employees when you need a written acknowledgement. The outcome of this process is multiple identical documents (one per employee), signed individually (single signature per document).
Choose between single- and multi-instance of eSignature docoument

Once you have selected an approach and recipients are selected, click CONTINUE.

Step 3: Configuring a signable document

This part allows you to specify the signable areas on your document. Simply drag and drop the fields from the sidebar on the right onto your document pages.

There are four types of signable fields to pick from:

  • Signature - Allow the recipient to draw, upload or type in their signature.
  • Initials - Add initials. Also supports drawing, uploading or type-in kinds of input.
  • Date - Allow the recipient to select the date using the date picker. Useful to have the recipient specify the date of signing.
  • Free text - Multi-purpose field that allows recipient to explicitly state their consent or validate the document contents.

All of these fields can be used in any combinations.

A field you add is immediately configurable. Assign this field to the signatory of your choice.

πŸ“ŒTIP: If it's really important to have it signed, make sure the field is required.

You can also specify the field name - the assignee of the field will see it when they open the document to sign.

πŸ“ŒTIP: If you use a placeholder [full_name] in the .Field name' input, Sage HR automatically converts it to the assignee's full name when the document is sent for signature.

πŸ“ŽNOTE: When both preparing and signing the document in Sage HR, the contents of the document remain unchangeable. This ensures that precise definitions and wording are not fiddled with.

Step 4: Send

The final step. Here you can compose a rich-text message to recipients. Let them know what the document is about and remind of the timeline of when you need it sent.

Here you can also specify the document expiry date. If it isn't completed till the expiry date, the document and signature requests will expire and won't be signable anymore.

When ready, click SEND DOCUMENT.

When your document has been sent and is ready to be signed, all recipients immediately receive a task in their Dashboard prompting them to review and sign the document sent to them.

To make sure these queries are noticed, recipients are also notified via email.

When all recipients have signed the document, it is sent to every signatory and original sender via email. Additionally, the final version will be available in the Documents section of your Sage HR account.

For more information on how to sign a document - Read more >


For more information on eSignatures explore our Frequently Asked Questions about eSignature or visit our eSiganatures section in our knowdledgebase.


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