Asking people to act on eSign documents is easy, done via either the person’s employee profile or the Directory. From the Directory, HR leaders can also request multiple people to act on the same document in bulk.

Once the request is sent, the employee(s) will receive an email with the selected eSign template’s message and will be directed to act on the document as per the eSign template settings assigned to them.

Note: only eSign templates that are marked as Active will appear in the dropdown

How to trigger an eSign request to specific person in bob

Follow these steps to send an eSign request to a specific employee

  1. To navigate to an employee's profile, use of the following two ways:

    1. Search for an employee’s name in the search bar at the top right of the screen

    2. Press People in the main menu

      1. Select the Directory

      2. Scroll down or search for the desired employee and tick the box to the left of their name

  2. Click on the Actions button

    1. Hover over Documents

    2. Select Request signature. A popup will appear.

    3. Select the relevant eSign template from the Document template dropdown

    4. Click Assign

How to trigger an eSign request to people in bulk

Triggering an eSign request to multiple people at once, e.g. in the case of an update to a company policy, can be easily done via the Directory. You can also streamline and automate steps in new hire procedures by including eSign templates to new hire flows using the new hire flow wizard, detailed here.

  1. Press People in the main menu

  2. Select the Directory

  3. Scroll down or search for the desired people and tick the box to the left of their name

  1. Click on the Actions button

    1. Hover over Documents

    2. Select Request signature. A popup will appear.

    3. Select the relevant eSign template from the Document template dropdown

    4. Click Assign

Following a bulk request, the person who had triggered the request will receive an email with a report of who had successfully received the request and who had not, along with reasons why they might not have received the request so that those can be mitigated as needed.

To review the status of the eSign requests, go to the Requests area in bob and review this help article for further guidance.

Need more help? If you're unsure about anything please send us a message through the chat icon below. You can also check the following articles that may help:

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