Creating a Document for Multiple Signers
The latest update to our eSignatures feature allows you to send out a document to two or more people for signing, allowing for even more flexibility when using HR Partner!
You can get started using eSignatures for Multiple Signers by going to eSignatures and clicking on 'Request Signature' and uploading a new document.
Choosing the Document Type
You will need to choose the Document Type first. Is this document intended for an Employee, an Applicant, or any External Party?
Choosing the correct Party will populate the right merge fields within your document.
Choose the correct option and click 'Next' to move along to part 3 of the workflow editor. Click on 'Edit Layout' to start editing your document and adding fields for your signature parties.
Adding New Signing Parties
Start by clicking on Add Party to add additional Signing Parties to your document for signature and completion.
Choose your Second (and third!) Party from the options available and then you can begin clicking and dragging the fields needed onto your document. You can read more about all of the types of fields in this help article: Creating a New eSignature Document Template
The fields that you add to your document will be color-coded to match the Signing Party that you've selected.
Click on Save Layout once you've added all of your fields.
Adding Recipients
Once you've edited your document and added all of your signatures fields, you will need to choose who will get this document!
The Add Recipients stage of the workflow will let you choose who the document will go to (this is your 'First Party'). You can also choose an Email Template and your Second, Third, and Fourth Parties in this stage as well.
Reviewing Your Document
The final stage of the workflow editor will allow you to review who your document is being sent to and you can even select the Signing Order and arrange the proper order based on your needs!
Last, you can choose to set up Reminders for the recipients before sending this document out by clicking Send Document.
Using an Existing Document
If you've been using eSignatures for some time, you likely already have Documents uploaded into the system that you'd like to use and add the option for multiple signatures.
To do this, you will go to eSignatures and then 'Documents' and locate the Document that you'd like to place additional signatures on. Click on Request A Signature and then 'Restart Document'.
Clicking on Restart Document will generate another pop-up where you will need to confirm this action. Restarting a document will remove all existing fields that you've added previously and allow you to restart with the eSignature workflow and add new 'Party' information and field information.
NOTE: If you are using an existing Document of any kind and you wish to apply a second or third signer to that existing Document, you must opt to 'Restart Document' before you are able to send out for signature.
eSignatures & Checklists
The latest improvements within our eSignatures module cannot be combined with any Checklist at this stage. We are looking to expand this functionality in the future!
That said, you won't lose any of the existing functionality that is available now though! Any Checklist Template that contains an eSignature document with one signature will work exactly as it always has. Moving forward, you won't be able to add document with multiple signatures (multiple 'parties') into a Checklist without running into issues.