Sage HR

Using Documents

Wayne Pickard

Oliver Cook

Daniels Korens

Support using online documents, including signable documents and trackable documents.

Documents

Settings to consider to be ready to upload and manage documents online.

Set up documents

How to create and upload document templates to generate documents based on your pre-defined templates

Document templates

Document categories

Allow or prevent employees being able to upload documents.

Control employees' access to upload documents

How to upload a document to Sage HR, whether it is to a single person or multiple people.

Upload a document

Amend a document

How to view a document that has been uploaded by you, shared with you, or documents for other employees.

View documents

How to check if a document has been looked at yet.

View document status

What can or can't be done with regards to uploading multiple documents and uploading documents for multiple employees.

Uploading multiple documents

What to do if you can't see a document that you've been sent.

Can't find a document

How to create and generate document numbers using custom patterns, and how to make sure a document number gets added into a document.

Generating custom Document IDs: Configuration and how to use them.

What to do if you get this message when trying to download a document.

Error: It is not possible to download this file as a possible threat or malicious software has been found.

How upload a document, notify an employee to look at it, and receive their acceptance of the document in a single workflow.

Request a document to be looked at by another employee

How to add documents to an employee's profile that the employee can't see.

Attach confidential documents to an employee profile

Support using normal documents i.e. non-signable and non-trackable.

Standard documents

Collect signatures and consent from employees in a click of a button. Simple, fully digital electronic signature integrated into your HRIS.

Introduction to eSignature

Here are some frequently asked questions about eSignatures.

eSignature - Frequently Asked Questions

How to create and send signable documents. Including how to request an eSignature and pick signable fields.

Create and send eSignature documents

Signing a document

How to give someone access to create signable documents if they're not an admin user.

Add an eSignature administrator

How to see who has signed a signable document.

Tracking signatures on documents

The signing order lets you control the order in which recipients will receive and sign a document. This article explains how to enable it.

Signing order in eSignature

What to do if you're unable to sign an eSignature document.

Can't sign a document

What to do if someone has told you they have signed a document, but it doesn't show as signed in Sage HR.

Document doesn't show as signed

A workaround for when Microsoft Word formatting prevents placeholders in online documents from working.

Placeholders formatting in Microsoft Word documents prevents placeholder formatting from working

eSignature documents

This article explains how to set up trackable documents in Sage HR.

Set up trackable documents

How to add an expiry date when you upload a document.

Set an expiry date for a document

How to create trackable document categories.

Add a trackable document category

How to disable or enable a trackable document category if it is no longer needed.