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Creating a Form with the E-Signature Template

Employees can now complete forms using the E-Signature Template function. Here are steps on how to create a template that allows your employees to add in answers or tick boxes.

Updated over a week ago

Please note: data collected by these forms will not automatically be entered into Bizimply or update any of the Personal fields. The will just save in the document on the employee profile.

If you wish to collect personal data for new employees to store in the Personal Fields on Bizimply, we recommend using the Self-Serve Onboarding function.

This function is useful for collecting data you wouldn't want immediately visible but would like stored as a document in Bizimply e.g. a medical checklist, or HMRC Checklist

Creating Forms with Templates

Please note: you must be an admin for have the "Manage E-Signature Templates" permission ticked on your Account Access to complete this action.

  1. Login to Bizimply

  2. Navigate to the Documents icon from the Dashboard

  3. You will see the tab"E-Signature Templates"

  4. Click "Add Template"

  5. Enter a template name

  6. Upload the document you wish to add a tempate - it should be a PDF of docx format

  7. Click "Next"

  8. This will open the E-Signature Modal to set up your placeholders for your template

  9. Follow instructions to set up the Template with anything you wish to autofill from Bizimply while in the "Sender" view of the document

  10. When that is complete, you must choose the "Employee" view of the document on the left-hand side.

  11. You can now populate the document with either free-text boxes, check boxes, or dropdown choices for the employee to complete before they sign the document. Choose one option from the left-hand side:

  12. Now click on where you would like that option to appear on your document:

  13. A box will appear which you can resize and also move around the document to fit where you need it. On the right-hand side you will see you can make the option required, or ticked by default, or give it a field name to help identify it for future use (if you have a multiple choice of tick boxes, do not make them required)

  14. Keep selecting on the field types on the left-hand side, clicking on the document to where you want to place them, and updating the settings for each field on the right-hand side as you go. You will see different settings on the right, depending on the type of field added e.g.

  15. Once you're happy you have all of your requests for data on the template, click "Save Template".

The form is now ready to send out as with all other E-Signature Templates on Bizimply, and will save to the employee profile once completed.

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