Sage HR sends a task when a document is ready to sign. You also receive an email notification.
You can open and sign the document from several areas in Sage HR.
📎NOTE: You can view and sign documents using the Sage HR mobile app.
Open the document
You can open a document to sign from:
Dashboard: Select My tasks, then open the document
Your profile: Select Documents, then select Sign document
Main menu: Select Documents, then select Sign document
Sign the document
Open the document in signing mode.
Select a highlighted signable field.
Choose how to sign:
Draw your signature
Upload an image
Type your name
Select Sign.
Select Submit, then Close.
After signing
When all recipients sign the document:
Sage HR emails the final version to all signatories
Sage HR stores the document in Documents
📎NOTE: Sage HR locks the document content during signing to prevent changes.