Here's a refresher on how to upload a document:
Print signatures – Requesting a stamped signature on an employee document
Important: The document must be in PDF format before uploading for the signature to stamp onto the file.
To add a new document with an E-signature requirement, you would start by navigating to the profile of the employee who you would like to add the document for.
Once you have navigated to the employee's profile, find the section you would like to add the document to, for example 'My Documents'. Click My Documents. Then select Upload to [folder name].
Here you will be prompted to add a description and select the document that you wish to upload from the file explorer on your device.
You will also see a checkbox that will allow you to choose whether or not this document requires a signature.
Check the Signature box and click Upload. You will now see the document in the file listing, along with an icon outlining the status of the signature for that document.
Once uploaded, tick the “Sign Document” box. This ensures the signature will be applied directly onto the original PDF.
Once the signature is requested, the employee will receive an automated email prompting them to log in to review/sign the document.