Start from: The Workforce module.
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Select Documentation from the main menu.
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In the Documentation screen, select the New + button to add a new document.
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A three-part process will then be deployed:
1. EmployeesThis step is dedicated to assigning an employee or employees to the documentation to be uploaded.
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Select the Work Center where the employees whose documentation you want to upload are located.
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Select a Category or a Contract (optional fields) to filter the results.
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Select the Status of the employees. You can choose between Current, Former, and Future.
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Select one or more Employees for whom you want to upload documentation and click the Add button.
2. Documentation: In this step, you select the specific document(s) to be assigned to employees.
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Select the Click here to upload box to open the file browser and select the document OR drag & drop the document from your file browser to the box. Once the file is loaded, you will see a summary of the Added Documents.
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Assign a Description and Tags to the document to classify it.
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Set whether or not you want the document to be visible in the Employee App.
3. Digital signature: At this point, you can decide whether or not you will require one or more digital signatures for the documents you have uploaded. All selected signatories will receive an email with a link to sign through Signaturit.
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Find the signer's name in the list of users and select Add.
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If there are external signatories, add their full name, company name, and email. Select Add once you have completed the data.
You can also decide whether you will require a signature from the Employees. To learn how to require an employee's digital signature on documentation, see Sign a document.
Notes: Please note that if the electronic signature has not been contracted, the possibility of adding signatories will be disabled.
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Once you have completed the three steps above, select Save to keep the changes. You can also retrace the above steps by selecting the Back button.
