⚠️ eSignature is available only with Professional package.
One of the available actions in PeopleForce Workflows is Upload a document and request eSignature. It automates sending standard documents for signing directly through a workflow. This action works best for documents identical for all employees, such as contracts or agreements that do not require personalisation (standard text for everyone, without adding names or other details).
It is especially useful for onboarding, compliance, policy updates, or any recurring process where employees need to sign the same document. By adding this action, you ensure documents are signed on time, reduce manual follow-up, and keep all signed files stored in the right place automatically.
Once you've set up the trigger event, the next step is to add actions for execution. Here are the available options:
Create a task: Define specific tasks that need to be completed as part of the workflow.
Request a form: Prompt people to fill out a form—for example, to collect personal details, update profile information, or submit a change request.
Send an email: Automate the process of sending emails to relevant individuals or a group of employees.
Send a welcome letter: Automatically send an invitation to the system.
Generate a document: Configure the system to generate specific documents, such as offer letters, contracts, or reports.
Upload a document: Upload documents that are the same for all employees (e.g., NDAs, policies) and automate their signing within the workflow.
Send a webhook: Integrate with external applications or services by sending webhook notifications.
Trigger the workflow: Automate workflow activation within existing workflows.
Google Workspace action: Automate the creation or deletion of Google Workspace for new hires or terminated employees.
How to upload a document and request an eSignature
How to upload a document and request an eSignature
Go to Workflows, then click + New workflow to start or edit an existing one.
If creating a new one, enter the name and description, and set a trigger.
Click the “+” icon under the trigger and select Upload a document.
Provide the document name.
Select the Document folder where the file should be stored in the employee’s profile.
Upload the document. This action is intended for documents that do not require personalization.
Enable the Request eSignature option to trigger the signature process once the workflow reaches this step.
Choose the signature provider.
Select the desired signature type (if applicable):
Simple Electronic Signature – Suitable for most business documents, enabling secure digital consent.
Qualified Electronic Signature – Offers the highest level of legal validity, equivalent to a handwritten signature under EU law. Recommended for high-value contracts and official transactions.
Advanced Electronic Signature - Provides a higher level of security and identity verification than a simple signature, making it suitable for internal HR documents, agreements, and compliance-related files.
Include additional signers if required.
Save the action to add it to the workflow.
When the workflow reaches this action, the document will be automatically sent for signing and uploaded to the selected folder.