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Include additional signers for a document
Include additional signers for a document

Learn how to include additional signers for a document while uploading the document to the system

Updated over 3 months ago

We’re excited to introduce a streamlined solution for managing documents that require multiple signatures with PeopleForce. Now, handling eSignatures is easier than ever. Simply download the document, assign the employees, request eSignatures, and effortlessly include additional signers, such as managers or specific individuals.

Please note that the eSignature feature is currently in beta. Those interested in trying out the feature can contact the customer support team via chat or email at support@peopleforce.io.

Streamline your signature workflow with PeopleForce

  • Select multiple signers to receive the document at the same time, significantly cutting down the time it takes to gather signatures. Whether it's managers, team leads, or specific employees, everyone can sign in parallel, speeding up the approval process.

  • Choose any individual from the dropdown list to customize the signing process based on the specific needs of each document.

  • Enable multiple signers to sign the document at the same time, reducing delays and speeding up the overall workflow.

  • PeopleForce ensures that all designated employees are notified as soon as they are required to sign a document. These notifications help ensure everyone is aware of their responsibilities, preventing delays and maintaining accountability throughout the process.

Add additional signers

Just upload the file, assign employees, and click Request eSignature. To add additional signers to a document, follow these steps:

  1. Just upload the file, assign employees, and click Request eSignature.

  2. To include additional signers, check the Include additional signers box and choose from the dropdown list:

  • Manager: The employee’s direct supervisor to whom they report within the organizational structure.

  • Manager's manager: The indirect manager with greater influence or responsibility than the direct supervisor.

  • Specific employees: You can select any individual from the drop-down menu.

  • Team lead(s): The manager responsible for overseeing the employee's team.

  • 3rd level manager: The individual designated as the third-level manager in the organizational hierarchy.

  • Employee reference: An individual linked to the employee's profile through a custom field.

  • Department's manager: The manager responsible for the employee's department.

3. Click Upload and review next document button.

Each selected employee will receive an eSignature request, and they can sign the document simultaneously.

View the signers

If a document is in Pending status, it means that not all signers have signed it yet. When you hover over the signature status, you’ll see a list of employees who still need to sign. Once an employee signs, their name will be removed from the list.

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