⚠️ 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.
Requesting an eSignature
While Uploading a Document
Navigate to the Documents tab.
Click + Add document button > Upload.
Select the Document folder for a document.
Upload a PDF or DOCX document.
Assign the document to one or more employees.
Check the Request eSignature option.
Click Upload.
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.
The assigned employee will receive a notification to sign the document.
Signing 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.
Follow the prompts on Signaturit to complete the signing process.
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 dates to review documents specifically 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.
Tracking document status
The document status will be updated to Pending, Signed, or Declined based on the employee's action.
The status will be visible in the document list and preview mode.
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.