We are living in a world where carrying out daily business and personal activities are becoming very easy and smooth. In an era where digital signatures are being greatly embraced in the entire world, we no longer have any limitations in our business or personal lives. Typically, physical documents like invoices will always need a handwritten signature to validate their authenticity.
Docu Signer is a complete online digital signature platform that helps you to make things paperless. It also allows you to sign documents with a real, hand-drawn signature for more authentic-looking contracts.
Generating sign requests directly via Docu Signer Portal:
- Click on New Sign Request (On the top left)
- Select the template (Non-Disclosure Agreement ) and click on next
- Add the Signee Name, Email id and click on Next
- Click on "Send Sign Request"
- Sign Request will be generated successfully and sent out to the concerned signee.
- The signee can now click on the link (received on email) and sign the requested document.
View/ Manage Sign Requests
- To view existing sign requests, click on Sign requests on the left menu.
- Change the filter to see the requests as desired. By default, pending requests show up, but you can change this anytime to view other requests as well.
- You can click on the any sign request to see complete logs of this request or click on Preview/ Download icons (extreme left under Action column) to view the signed document.
Generating sign requests through HRStop for your employees:
- Log in to your HRStop portal
- Navigate to: Control Panel-> Employees-> View/Add
- Go to Documents (On the top right) and click on "Document Sign Request" (on the top right)
- Click on +New Sign Request
- Fill the details and click on create button.
- Sign Request will be generated successfully.
Creating Onboarding workflow for digital signatures:
When you have to share employee documents like NDAs to newly joined employees so that they don’t disclose company confidential information outside. For the purpose of demo, we have embedded this as part of onboarding workflow for a new joiner.
- Log in to your HRStop portal
- Go to Control Panel-> Employees-> Onboarding
- Click on Workflow (On the top right) and click on +Create Workflow (on the top right)
- Click on +Add new Step and select the section Document Signer (left panel of the screen)
- Scroll down and choose the document (E.g: NDA for employee), document category as NDA
- Scroll Down and click on Save.
Generating sign requests via Onboarding in HRStop:
- Log in to your HRStop portal
- Go to Control Panel-> Employees-> Onboarding
- Click on Trigger Onboarding
- Select the respective employee. Under Welcome Onboarding, select “ONBOARDING” and click Trigger
- This triggers the onboarding workflow as well as digital signature request for the employee.