In this article, you will learn:
Please note: The E-Signature app is part of the HR Management Suite on Bizimply and must be paired with our Documents, Notes & Feedback app. E-Signature is not compatible with Internet Explorer. Please contact your Bizimply Customer Success manager if you are interested in adding this feature to your package.
What is E-Signature on Bizimply
E-Signature is a feature on Bizimply which allows employers to send employees documents within Bizimply which can be electronically signed with a digital, legally binding signature.
How to set up E-Signature
First you must install the E-Signature on app on Bizimply. Please note that this must be complete by an administrator on the account.
Click your name/email at the top right of the screen
Select 'App Centre' from the drop down menu
Select 'HR Management' from the three categories on the left hand side
Click the green 'Install' button on the E-Signature app
Grant Employees access to their Documents
Before requesting e-signature from employees, you must ensure they have access to view their documents.
Please note: Only Administrators on the account can access the following settings.
Sign into bizimply.com as Account Admin
Click your name/email address at top right of screen
Select 'Settings' from the drop down menu
Click on 'Employees' from the list of categories on the left
Select 'Personal Settings' from the drop down
In the 'Additional Tabs' section, switch the Documents field to On
In the 'Employee Portal' column, tick the 'View' option
How to request E-signatures from an employee
Once you have given employees access to their documents, you are ready to begin requesting signatures.
Click into Employees tab from navigation bar
Select the relevant employee's profile
Click into the 'Documents' tab
Click the green 'Request E-Signature' button
Enter the subject of the message in the 'Subject' text box
Enter in the message you would like to send in the 'Your message' text box
Attach relevant document you wish for the employee to sign using the blue 'Attach File' button. Note that the maximum upload size is 10MB.
Select the green 'Request E-Signature' button once ready. A green banner will appear that reads "E-Signature Request email successfully sent".
A reminder email can be sent by clicking into the 'Signed Documents' folder and selecting the green 'Send Reminder' button
Signed documents will appear in the 'Signed Documents' folder in the Documents tab of the employee's profile.
How to Request E-signatures In Bulk
Once you have given employees access to their documents, you are ready to begin requesting signatures.
Click into Employees tab from navigation bar
Select the relevant employees from the employee table
Click the blue 'Quick Actions’ button
Click on the 'Request E-Signature' option from the dropdown menu
Add/Remove more employees if needed
Enter the subject of the message in the 'Subject' text box
Enter in the message you would like to send in the 'Your message' text box
Attach relevant document you wish for the employees to sign using the blue 'Attach File' button. Note that the maximum upload size is 10MB.
Select the green 'Request E-Signature' button once ready. A green banner will appear that reads "E-Signature Request email successfully sent".
A reminder email can be sent by clicking into the 'Signed Documents' folder of each employee and selecting the green 'Send Reminder' button
Signed documents will appear in the 'Signed Documents' folder in the Documents tab of the employee's profile.
How employees sign documents using E-Signature
Once the e-signature request email has been sent, the employee will receive the email in their inbox.
Open the email and click the blue 'Log In' button
Once in the 'Documents' tab, click the green 'Complete E-Signature' button
Click the green 'Complete E-Signature' button at top right of document pop up
Click on the 'Click to sign' box
Add your signature by using one of three options: drawing it, typing it in or attaching a photo of it. Click the Insert button once ready.
Once you are happy with your signature, click the green 'Continue' button at the top right of the box
Read the Dropbox Sign Terms of Service attached and when you are ready, click the 'I Agree' button at the top right of the box to submit your document
The document will now appear in the 'Signed Documents' folder in your Documents tab where you can view and download it
What file types can be used with E-Signature?
E-Signature supports each of the file types listed below:
doc
docx
pdf
ppt
pptx
jpg
jpeg
png
XIs
XIsx
txt
gif
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