**NOTE** Documents MUST be saved as a PDF format before uploading into SenseHR for these functions to work.
**NOTE** These are the supported fonts for all documents that are uploaded into SenseHR.
Arial
Times New Roman
Helvetica
Courier
Calibri
Georgia
Roboto
Verdana
Aptos
Gill Sans
Here are the steps to add an E Signature to a record:-
1. Open your document in your chosen editor e.g. Microsoft word
On the document where you want the E-Signature to appear, type or copy from the list the following merge tags
Show physical signature - {%raw%}{{Signature_1}}{%endraw%}
Show signee name - {%raw%}{{Signature_1_FullName}}{%endraw%}
Show signing date - {%raw%}{{Signature_1_Date}}{%endraw%}
2. To add additional fields for additional signee's, follow this same format but change the number to 2 for the second signee.
For example, signature 1 is the employee so all employee signature fields are labelled {%raw%}{{Signature_1}}{%endraw%}.
The second signee e.g. director/manager/HR, would be labelled {%raw%}{{Signature_2}}{%endraw%} for the signature allocated to that second person.
Continue this method for as many separate signees as is required for the document. There is no functional limit within the system as to how many signatures you can have per document.
3. Now that your updated template has E-Signature fields, you can upload it against an employee in SenseHR to assign the signature tasks to the appropriate signee's.
Go to the required employee's profile and click into their 'Documents' section.
4. Once in documents, click 'Add' in the top right corner and choose the option 'Upload document' from the dropdown.
5. Click and browse to select or drag and drop the new template for upload. Update the display name and category and description before clicking 'next' to go to the preview screen.
6. In the preview screen, on the right hand side you can allocate the chosen individuals to each signature field under 'Signature Details'.
Simply type the names in to each field respectively.
At the bottom you can enable the option 'Sign in order specified' which will lock the signing order to the numbered fields sequentially.
7. Once you have added the signee names to each field and chosen whether or not to lock the signing order, you can click next to go to the final permissions screen.
You will want to grant 'Can view' permission to the signees. The 'Advanced Options' allows you to select additional employees to grant access to beyond the employee and their line manager.
You will not need to select 'to be read' in this case as the signees will already have a task to read and sign the document from the e-signature workflow. The 'to be read' option would be the alternative if you weren't using e-signatures.
