Digital Signatures: Request signatures

This article covers: Request signatures.

Before you start

Access. You need access to Employee Documents > Digital Signatures. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps

Open Employee Documents > Digital Signatures.
Select Request signatures.
In the window Request signatures fill in the fields below.

Field	What it means and what to enter
What kind of document is it?	Choose one: Offer letter, Employment contract, Experience letter, Salary letter, Certificate, Policy acknowledgement, Other document.
Document name	The name people see for the record. For example: For example: Employment contract - Aria Chen.
Who needs to sign?	For example: One sign-in name or email per line.
Sign by (optional)	Pick a date.
Message to the signers	Type the message to the signers.

Select Send request.

The window closes and the table shows the result.

If something does not work

The button "Request signatures" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.