How-to
Digital signature
We live in a world where carrying out daily business and personal activities is becoming easy and smooth. In an era where digital signatures are embraced across the world, we no longer have any limitations in our business or personal lives. Typically, physical documents such as invoicesneed a handwritten signature to validate their authenticity.
Docu Signer is a complete online digital signature platform that helps you go paperless. It also allows you to sign documents with a real, hand-drawn signature for more authentic-looking contracts.
Generate sign requests directly via the Docu Signer portal
- Click New Sign Request (at the top left).
- Select the template (Non-Disclosure Agreement) and click Next.
- Add the signee name and email ID, and click Next.
- Click "Send Sign Request".
- The sign request is generated and sent to the concerned signee.
- The signee can now click the link (received by email) and sign the requested document.
View/manage sign requests
- To view existing sign requests, click Sign requests in 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.
- Click any sign request to see its complete logs, or click the Preview/Download icons (extreme left under the Action column) to view the signed document.
Generate sign requests through HRStop for your employees
- Log in to your HRStop portal.
- Navigate to Control Panel → Employees → View/Add.
- Go to Documents (at the top right) and click "Document Sign Request" (at the top right).
- Click +New Sign Request.
- Fill in the details and click Create.
- The sign request is generated successfully.
Create an onboarding workflow for digital signatures
You may need to share documents such as NDAs with newly joined employees so that they don’t disclose confidential company information. For this demo, we have embedded this as part of the onboarding workflow for a new joiner.
- Log in to your HRStop portal.
- Go to Control Panel → Employees → Onboarding.
- Click Workflow (at the top right) and then click +Create Workflow (at the top right).
- Click +Add new Step and select the Document Signer section (left panel of the screen).
- Scroll down, choose the document (e.g. NDA for employee) and select NDA as the document category.
- Scroll down and click Save.
Generate sign requests via onboarding in HRStop
- Log in to your HRStop portal.
- Go to Control Panel → Employees → Onboarding.
- Click Trigger Onboarding.
- Select the respective employee. Under Welcome Onboarding, select “ONBOARDING” and click Trigger.
- This triggers the onboarding workflow as well as the digital signature request for the employee.