This process enables you to create a new document, based on a template with merge fields, for different people. The document will then be sent for signing and / or review using a related eSign Process Flow.
This article explains how the process works and contains the following sections:
1. Using the Process
Navigate to: Administration >> Documents & E-mails >> Documents.
1. Select Add New Documents Kick-off.2. Click eSign.
3. Name - Enter a name for the Document Kick-off to make it easier to find the kick-off later.
4. Reference - Enter a short description of the files that you are uploading to make it easy to find the task again later.
5. Choose an existing template. For more information, see: Add New Document Template
6. Enter a File Name for the Document (This will be displayed on the Employee's Documents screen). If you selected to use Merge Fields on the previous pop-up, you can select to add these fields to the subject by clicking the + button.
7. If you want to make changes to the content of the document, select Modify. (These changes are temporarily saved in memory and will not update the Document Template itself).
8. Click Preview to see what the document will look like.
9. Choose a Document Category to add the document to.
10. Choose which eSign Process you would like to use.
11. Click Save.
12. Click to Confirm that you want to continue.
13. Once the document kick-off screen loads, click Add People.
14. Select one of the options:
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- Saved Searches - Choose a Saved People Search to add all people who meet the set criteria in that search.
- Saved Sets - Choose a Saved People Set to add all people who have been added to that set.
- Individual People - Search for people in the system and add them to the process.
15. Once you've selected all the people you want to add, click Add.
16. Click Start to create and send documents to selected employees.
2. Reading and Signing the Document
Employees will be required to read and electronically sign the document.
For more information, see: Reading and Signing Documents.