⚠️ Available in PRO package. Interested? Please e-mail us at sales@peopleforce.io to find out more.
We are excited to announce the release of a new feature called eSignature in PeopleForce. This feature allows users to sign any document using an embedded eSignature directly within the platform. Below, you will find a summary of the new feature and details on how to use it.
Please note that the eSignature feature is currently in beta. For those interested in trying out the feature, contact the customer support team via chat or email - support@peopleforce.io.
Request an eSignature
Request an eSignature
While Uploading a Document
Navigate to the Documents tab.
Click + Add document button > Upload & distribute files or Split & distribute PDF (depending on your file).
Select the Document folder for a document.
Upload a .pdf or .docx document.
Check the Request eSignature option.
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.
Click Assign employees, then select the individuals to whom the document applies on the next page.
Click Upload & review next document.
Assigned employees will receive a notification via email, task, or dashboard notification.
In Document Preview mode
Open the document in preview mode.
If you are an HR/Admin user, you will see the Request eSignature button.
Click the Request eSignature button.
Select eSignature provider and type.
Include additional signers if required.
Click Save.
The assigned employee will receive a notification to sign the document.
Sign a document
Sign a document
Navigate to the documents folder in your profile.
Open the document that requires your eSignature.
Click the Sign button.
You will be redirected to Signaturit or Autenti.
Follow the prompts to complete the signing process.
Filter data
Filter data
Use the filter by eSignature status to get information about documents in various statuses. For example, select the "Pending" status and set the time range to the past month to identify and remind recipients about the need to sign the document.
You can also filter by date to review documents within a selected date range. Additionally, all declined or failed-to-process documents will be displayed at the top, as they require your urgent attention.
Employees who decline to sign a document can leave a comment explaining their decision. This comment will be visible when you hover over the Declined status on the Documents tab.
Track document status and all signers
Track document status and all signers
The document status will be updated to Pending, Signed, or Declined based on the employee's action. An Expired status indicates that the document has not been signed within the three-month period.
The status will be visible in the document list and preview mode.
The Signers column displays avatars of all assigned signers. Click the avatars to view a pop-up with information about each signer's status (e.g., signed, pending, declined).
In the document preview, avatars of all signers are shown next to the signature status label. Clicking these avatars will also display the signers' statuses.
Receive notifications
Receive notifications
Email notification: An email with a link to Signaturit will be sent to the employee.
Task creation: A task with a Sign button will be created in the employee’s task list.
Dashboard notification: A notification will appear on the employee’s dashboard.
💡 For any further questions or issues, please contact our support team via chat or email - support@peopleforce.io.