Digital Collection of Onboarding Documents with E-Signatures
How to collect onboarding documents digitally with e-signature support.
Digital Collection of Onboarding Documents with E-Signatures
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Document Management Overview
Manage document distribution, collection, and approval in one place. Admins send requests; employees submit or acknowledge electronically.
Admin: Setting Up Document Categories & Types
Before sending requests, set up categories and document types, including approval flow and e-signature requirements.
Admin: How to Send a Document Request
Send document requests by selecting target employees, document type, and due date. Bulk sending to multiple employees is supported.
Admin: Reviewing, Approving & Rejecting Submissions
When an employee submits a document, its status becomes 'Submitted.' Admins review the content, then approve or reject.
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Document Signing Flow with Electronic Signatures
How to execute documents like employment contracts using electronic signatures.
E-Signature & Acknowledgment Levels
Three e-sign levels are available per document type. Use 'evidence' for legally significant documents, 'ack' for simple read-confirmation.
Employee: Receiving & Submitting Documents
When an admin sends a document request, you receive a notification. Check your inbox, acknowledge distributed documents, or upload and submit collected documents.
Admin: Setting Up Document Categories & Types
Before sending requests, set up categories and document types, including approval flow and e-signature requirements.
Document Management Overview
Manage document distribution, collection, and approval in one place. Admins send requests; employees submit or acknowledge electronically.
Employment Contracts: Digital Creation and Signature
How to create employment contracts and collect electronic signatures in WorkVell.