How to request e-signatures for internal documents

1. On your sidebar, head to Documents
2. Select Private
3. Open the folder that you want to access the document
4. Click on the Arrow next to the document to open it
5. Click on Request E-Signature
6. Select the employees who must E-Sign the document
7. Click on Request E-Signatures for X users

How to request e-signatures for the documents you’ll send to the employees

Through the send-in-bulk feature

1. On your sidebar, head to Documents
2. Select Send in bulk
3. Upload a PDF document
4. Decide on the Splitting settings
   • Keep documents with all their pages
   • Split per pages
   • Combine all documents into one
5. Choose destination folder
6. Select “Request e-signature”
   1. Recipient: The recipient of the document will receive a signature request
   2. Additional signer: The selected users will also receive a request to sign the file
7. Click on Upload file
8. Once the document has been uploaded, apply filters if needed, and select the employees = recipients
9. Click on Send to X employees

Through the employee's profile

1. On your sidebar, head to Employees ****
2. Select the employee you wish to request an e-signature
3. Upload a PDF document
4. Choose destination folder (if you are not already inside a folder)
5. Select “Request e-signature”
   1. Recipient: The recipient of the document will receive a signature request.
   2. Additional signer: The selected users will also receive a request to sign the file
6. Select “Advanced signature setting” if you wish to place the signature

7. Drag and drop the signature cards where you wish the recipient to sign and resize them if needed

8. Click on Upload document and request e-signature

E-signature status

The e-signature status is available in the document lists and the document viewer.

Document status

In the document listings, the global status appears, which will vary according to the status of the requested signature(s).

Within the document viewer, you can see the status of each signer:

• Pending: The signer has not yet signed the document.
• Signed: The signer has completed and signed the document.
• Declined: The signer has refused to sign the document. They must provide a reason, which is collected by Signaturit via a text message. The requester will receive an email notification with the reason, and it will also be displayed in the document viewer.
• Bounced Email: The signer's email address may be incorrect or experiencing delivery issues, leading to rejection by the mail server. The e-signature is automatically canceled, and this copy of the document cannot be signed. The requester will receive an email notification about the issue. To resolve it, verify the email address and send a new signature request.
• Canceled: The signature request has been canceled because the document was moved to the trash bin or the signature period expired. Signers will receive a notification email from Signaturit.
• Error: The signature request failed. Ensure the file is not write-protected, has pages, is not damaged or encrypted, and does not exceed the size limit of 15 MB. Try again with a valid document.

E-Signature Notifications

The employee will receive:

• A notification via email
• A Pending Task on the dashboard

The Admin will receive:

• A notification via email once the document has been signed