Requesting an employee to sign a document using Eddy is simple and straightforward.
The first step is to ensure that the document you'd like the employee to sign is actually signable. To learn how to create a signable document, check out the article here.
Requesting Document Signatures Explainer Video
Request a Signature
In order to send a signature request to an employee, you must first locate the document you'd like them to sign and click into it.
To do this, navigate to the "Documents" tab in Eddy, and then click the name of the document you'd like the employee to sign. Note that only users with HR Admin permission can access the "Documents" tab and can request a signature.
Once you've found the document you'd like signed, click the blue "Request Signature" button at the top right-hand corner of the page.
After clicking the "Request Signature" button, you'll be shown a list of your employees. Check the box next to the employees you'd like to have sign the document. Then click "Next."
Before sending the request for signatures, you may add a custom message to the email that will be sent to the employees you've selected. The email will notify the employees that they've been assigned a document to sign. Feel free to add any additional message about how soon you need it signed or about what's included in the document.
When you're finished, click the "Send Request" button.
An email will be sent to the employee's you've selected and they'll be notified of the document they need to sign.
The employees will also see a task on their home screen of Eddy that tells them they need to sign the document.