[HR] Complete and Sign a Document

Created by Joannie Bouchard, Modified on Sun, 16 Feb at 6:32 PM by Joannie Bouchard

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The article concerns the following role(s):
MHR MEM MSA

The article requires the following module(s):
DOCUMENT MANAGEMENT

Avant de commencer :

To sign a document, you must first be invited to do so. If the document contains multiple signers, you will only be able to sign it once it is your turn, according to the pre-established order in the document's configuration.

On the Web App:On the Mobile App:

From your dashboard, click on the notification indicating that a document is awaiting your signature.
Carefully read the document and complete all required fields. 

If any information in the fields is incorrect and you cannot modify it, please contact your HR team. This information may have been extracted from your employee file or entered by another signer before you.

If a signature field is present in the document, click on it to insert your signature. 

Click the "Complete" button. 

The document will then be stored in your document center.

 From the mobile app, click on the step corresponding to the document signature.
Complete the required fields. 

If any information in the fields is incorrect and you cannot modify it, please contact your HR team. This information may have been extracted from your employee file or entered by another signer before you.

If any fields are not labeled correctly, please notify your HR team. This is a document configuration error.

Click on "Preview" to view a preview of the document and read it carefully. 

Click "Complete." 

If a signature is required, you will be prompted to sign. 

The document will then be stored in your document center.