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E-Signature

How to use the electronic signature feature in Agendrix

Valérie Roy avatar
Written by Valérie Roy
Updated over 2 months ago

Plus plan users can use Agendrix's electronic signature functionality to get documents signed by their employees quickly and easily.


1-Make a signature request

To request a signature, first go to the employee's profile under "Documents".

Here you will have 2 options:

1- Use an existing document

2-Add or import a new document

*For more information on adding a document, please consult this article.

Next, click on the three dots to the right of the chosen document and select the "Get signatures" option.

You can then add or remove signees and click on "Choose".

Signature requests will then be sent to the relevant people.

📌Note that only custom Agendrix and UNPROTECTED PDF documents can be signed.


2- View documents requiring signature

To access documents requiring signature, follow the steps below:

1-Click on the "HR" tab in the left-hand main menu

2-Click on the "SIgnatures" submenu

3-Click on "To sign''

4-If necessary, change the status to ''All'' to have access to all documents to be signed

5-Click on the 3 dots to the right of the document you wish to sign;

5.1-View the document

5.2-Send a reminder

5.3-Consult the activity register

5.4-Cancel signature request


3- Obtain proof of signature

Once all signatories have signed a document, you can view the certificate of completion.

1-Click on the "HR" tab in the main menu on the left

2-Click on the "Signatures" submenu

3-Click on "Completed''

4-Click on the three dots to the right of the document

5-Click on "Preview''

You can now view the document and the certificate of completion.

If required, you can also use the options in the top right-hand corner;

1-Comment

2-View signatures

3-Download

4-Print

5-Consult activity log


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