Advanced Tips for eSignatures
Our eSignatures module is a powerful part of the HR Partner system and can be used for sending out Documents
What are Merge Fields?
Merge Fields are fields that will be automatically completed by the system when you send the document out for eSignature. You will not be able to make many edits to these fields because they will be pulled from the system and filled in automatically.
Marge Fields include fields for Employee Fields, Applicant Fields and Additional Fields. Here are some of the most popular Merge Fields to use:
- Employee Information
- Employee Name
- Employee Location
- Employee Position
- Applicant Information
- Applicant First Name, Applicant Last Name
- Additional Information
- Company Name
- Department
- Custom Fields
Custom Fields
If you already have completed Custom Fields inputted into your system, you can add them to any eSignature document and the system will pre-fill the complete Field onto the eSignature document.
This allows you to add in ANY completed Custom Field that you've added into your system onto an eSignature Template.
Important: If the Employee does not have any content filled out in their Custom Fields, this field will be left blank in the eSignature document. The Custom Field must have content filled out so that system can populate this field when sending the document out for eSignature.
What is 'Ask When Assigning' ?
'Ask When Assigning' is a new feature that allows the Admin User to choose that a field be completed when the Document is ready to be sent out.
When you are editing the Document Template and editing the layout of the fields, click on Ask When Assigning and the contents of that field can be completed by an Admin User when the document is finally sent out to be signed.
This allows you to add in Fields that can be completed by a company Admin User at the time of sending and would not be completed by the Signer themselves. The Admin User is essentially completing part of the eSignature document before the Signer is asked to sign.
Using eSignatures on Mobile Devices
eSignatures is now easier than ever to use on your tablet or mobile device. The latest development release allows any Recipient to sign a document right from they phone!
Click on the button from your email and you can choose while mobile browser to sign the document in:
