Evolution of eSignatures Allows for Multiple Signers!
We recently created an exciting advancement to our eSignature feature to allow multiple signers─giving you the ability to create a workflow for your HR Partner eSignature documents!
Many of you have requested this, and we knew we had to deliver! Using our new multiple signer update not only allows you to create eSignature documents for your employees and applicants (and external email address recipients) to use time and time again but also allows you to send out a document to two or more people for signing, giving for even more flexibility when using HR Partner!
What Differences Should You Be Aware of?
The steps will be similar to creating a new eSignature document. There are only a few differences.
Firstly, you will need to choose the Document Type. This designates if the document is intended for an Employee, an Applicant, or any External Party. Choosing the correct Party will populate the right merge fields for your document.
Secondly, on the page where you assign merge fields, you will now see a Signing Parties option on the right side of the page. This is where you can choose your second (and third!) Party from the options available and then you can begin clicking and dragging the fields needed onto your document.
Next, the Add Recipients stage of the workflow will let you choose who the document will go to (this is your 'First Party'), but it also is where you select your Second, Third, and Fourth Parties.
Lastly, the final stage of the workflow editor will allow you to review who your document is being sent to and you can even select the Signing Order and arrange the proper order based on your needs!
PSA(s) for Your Existing eSignature Documents!
If you are using an existing Document and you wish to apply a second or third signer to it, you must opt to 'Restart Document' before you can send it out for signature. You can learn how to restart your existing eSignature document in our article Creating a Document for Multiple Signers, in the section Using an Existing Document.
Additionally, these improvements within our eSignatures module cannot be combined with any Checklist at this stage. We are looking to expand this functionality in the future!
We’re so excited to roll out this development to our eSignatures feature! You can learn more and see all the steps in this process in more detail in our helpful Knowledge Base articles:
Of course, if you have any questions, please email the Customer Success Team at support@hrpartner.io!