Eddy makes it easy to create signature documents for new hires and current employees to help you automate the process of gathering signatures and information. Using our signature documents will bring your company one step closer to providing a modern, paperless, experience.
How to Make a Document Signable Explainer Video
Two Ways to Make a Document Signable
Eddy presents two different ways to make a document signable. The first way is to customize the document with various fields that the signer will have to complete. This works well for documents that need to be initialed or signed in multiple places, or for documents that require specific responses to various questions.
The second way to make a document signable is simply by appending the document with an “Add-on” signature page. This format works best for documents that simply need to be read and acknowledged with a signature. This type of signable document does not allow for custom fields.
In the article below, we’ll discuss in greater depth the two different ways to make a signable document and the process to create such documents.
Custom Signature Documents
A custom signature document allows you to take a document that you’ve uploaded to Eddy and highlight areas of the document to define specific fields that the signer will need to complete before submitting the document. It could be as simple as requiring a single signature, or it could be more complex, where you have multiple fields that require completion.
You’ll be able to add signature fields, initials fields, text boxes, checkboxes, or date stamps. To add these to a document, simply drag them from the top of the screen onto the form. The animation below shows how this is done.
Above: The animation shows how a custom signature document is created by adding text fields and a signature field to an uploaded document
After adding all the required form fields, you click the "Continue" button in the top right corner to finalize your document. A modal will appear on the screen asking you to name and save your customized signature document. This is done by clicking the “Create Template” button on the modal.
Add-on Signature Page
The second option for signing documents is known as the “Add-on Signature page.” This option provides a faster, simpler way to gather electronic signatures when a signature added to a final page is sufficient. Examples of documents that might work well with an add-on signature page could include:
- Employee Handbook
- Company Dress Code
- Social Media Policy
Above: The fictional company Acme's Employee handbook is shown with an add-on signature page.
When you choose this option, Eddy will add a page to the end of the document you've uploaded. It’s on this page that the user will input their signature to acknowledge they’ve reviewed the contents of the document. The resulting signature page is added on to the end of the document and the document with the signature is saved as a new PDF. The signature page includes information about the signature, such as signer's email and IP address.
Above: The signature page for the employee handbook is seen here AFTER the employee has submitted his signature.
Choosing which type of signable document to use
To create a signature document, you’ll first have to upload the document to Eddy, click into the document, and then click on the “Request signature” button.
This will open a modal where you’ll be able to choose between the two signature document options. You can choose the "Add-on signature page" when the document just needs a signature on an additional page, or you can choose to convert to a custom form where we help you define what fields are required and the location within the document the employee must sign.