Document management
- Can documents be signed?
- Who has access to the documents?
- Can I create more folders?
- What storage capacity do I have in my Document manager?
- How can I upload documents from the web panel?
- Can I upload payrolls to the Document manager?
- What is the Document manager and how is it structured?
- Can folders not visible to the employee be created in the Document manager?
- What are general documents?
- What are shared and custom folders?
- Can I restrict access to shared folders for specific roles?
- What are document templates?
- How does document bulk sending work?
- What is Simple Signature and how does it work?
- How will the employee and administrator be notified regarding the signing of documents?
- How can employees sign documents?
- How can I use bulk sending to request employees to fill in and sign documents?
- How can I modify access to shared folders?
- Can I increase my Document manager storage capacity?
What is Simple Signature and how does it work?
The Simple Signature tool lets employees confirm that they’ve received and read files you upload to the "Labour documents" folder in the Documents section. In short: it’s a quick way to confirm a document has been reviewed.
Every file signed with this method gets a timestamp (date and time) showing the exact moment the person marked it as "signed" (viewed).
Who can use Simple Signature? Anyone who has access to Documents >> Labour documents. The tool is linked exclusively to that folder, which means you can only request Simple Signatures for documents stored there. File format must be PDF.
How to request a Simple Signature
To send a document and request a Simple Signature from employees, go to Documents and click Load documents. Then follow these steps:
Step 1 – Select the document and signature type
- In the picker, choose the Labour documents folder.
- Toggle Request employee signature on.
- Click Simple signature to set it as the required signature type.
- Upload the file in PDF format.
Step 2 – Choose recipients
Select the employee(s) you want to send the document to. When you’re done, click Next.
Step 3 – Confirm and send
Review the key information before sending:
- Document name.
- Selected signature type.
- Recipient list with their email addresses.
If everything looks good, click Confirm and send.
You can track the signing process in real time via: Documents >> General >> Employment documents >> [employee name]. Check the Status column to see whether the document is Pending or Signed.
