Signable documents allow you to capture and record a trainee's signature when a document is allocated to them.
Once a trainee has received and/or opened the document, they are required to enter their full name and sign in the provided box.
Creating a signable document
From the dashboard, go to the Library tab and select Signable Documents.
You'll see a list of existing signable documents. From here, you can edit an existing document or upload a new one.
To upload a new signable document:
- Select the Upload new signable document button.
Enter document details:
- File - choose the document you want to upload
- Name -enter the name of the document. this is displayed on the trainee dashboard.
- Description - add a brief description of the document.
- Status - select the required document status.
- Tag - add a tag if you want to issue the document based on a tag.
- Folder - select where the document should appear on the dashboard.
- Select Create signable document.
The document will now appear on the signable documents page.
You are able to modify an existing signable document by selecting the document from the list and then updating the document details and/or signable document attachment.