Onboarding Pipeline: Docs

Section Description

The Docs Signing tab allows the admin to send required documents for signing to a new employee and set a deadline for completion.

Feature List

• Send Documents
• View and Download Documents

Feature Overview

Send Document

To send a document for signature, click Send.

In the pop-up window, follow these steps to upload and configure a document for signing:

• Select Document: Choose the document from your device that needs to be sent for signing.
• Enable Admin Signature (Optional): If the admin's signature is required, check this box to designate both the admin and employee as signatories.
• Enter Admin Signature: If required, the admin can input their signature directly into the designated field.
• Add Description (Optional): Provide a brief description of the document to clarify its purpose.
• Customize Email Message (Optional): Add a personalized email message to accompany the document, providing context and urgency.

This process ensures that all required fields are correctly configured, streamlining the document signing workflow.

View and Download Document

The admin can track the status of document signing in the Docs Signing tab. This section provides real-time updates on whether the document has been signed or is still pending. Additionally, the admin has the option to:

• View Document: Open and review the document directly on the platform.
• Download Document: Save a copy to the device for offline access or record-keeping.

After sending the documents for signature, the user can control the document workflow through the employee's profile or the Documents section. 

The system automatically emails documents to recipients. Employees can also sign them directly through their accounts.

The system sends automated reminders to you and document recipients as the deadline approaches.

Once signed, the employee’s status changes to Ready.