How it works
Setting up e-signing tasks in Aboard allows you to easily manage document signatures and other inputs. You can turn any document into a signable form with customizable fields and integrate it into your onboarding journeys.
Setup
Navigate to the
Resourcessection.Add a new document to be signed or filled out. For example, you might upload a
Data Classification Policy.
3. Once the document is uploaded, click Edit Signature Template to make it signable.
4. Customize the document with the necessary fields:
Add
First Name,Last Name, andSignature fields. These will auto-populate with the employee's data.You can also add other types of inputs, such as initials, dropdowns, radio buttons, checkboxes, and dates.
5. Click Save to finalize the signature template.
Adding to a Journey
Go to the
JourneysorProgramssection and select the journey you want to add the signature task to.Create a signature task for the document, e.g.,
Review and Sign Data Classification Policy.Set the task to appear on a specific day, such as the day before the first day of the program.
Apply the task to the selected journey.
Frequently Asked Questions
Q: Can I customize the types of inputs in the signature template?
Yes, you can add various types of inputs, including text fields, dropdowns, radio buttons, checkboxes, and dates.
Q: What happens to the signed document once it's completed?
The signed document is saved and available for review in the admin view under the employee's profile.