Once the Digital signature feature is activated, you will be able to create Digital signature requests under the Smart docs module. Now you can additionally sign documents using the Kenjo app on your smartphone. We show you everything you need to know about e-signatures here.
Note:
Digital signature requests can be created only for PDF and DOCX documents
By default, the Admin and HR Admin profiles have permission. Custom profiles with the below permissions can be created under Settings > Profiles and permissions to provide access to other employees
Creating Digital signature requests
To receive a digital signature from multiple employees on a company document:
Under Smart docs > Company docs, click on the document for which you would like to request a digital signature
To receive a digital signature on a document pertaining to a specific employee:
Under Smart docs > Employee docs, choose an employee profile and click on the document for which you would like to request a digital signature
Under Actions, click the Digital signature button
Under Select signers, choose Specific employees or Group of employees based on the requirement
Specific employees: Click on the + Select signers button and choose the delivery mode (Inactive employees can't be included in this method)
Sequential delivery: In this mode, the documents are delivered to the selected signers in a sequence i.e. Signer 2 receives the signature request only after Signer 1 signs the document
Simultaneous delivery: In this mode, the documents are delivered to all the selected signers at once. One document is generated for each employee with the respective employees' signature on each of those documents.
Group of employees: Select All employees or a group of employees from a Company, Office, or Department. In this mode, the documents are delivered to all the selected signers at once. One document is generated for each employee with the respective employees' signature on each of those documents.
Note: Enable the toggle button Include inactive employees to request signatures from the inactive employees
You can use the pencil/bin icon to edit/delete the selected signers during the signature request creation process
Add a personal message by clicking the + Add personal message button
Click Send document to request signatures from the selected employees
Post-creation of digital signature requests
Once the request is initiated, the employee will receive an email with the signature request and the document will be available under the My Docs section in the List view. The employee can either sign from the email or from the My Docs section.
Post-completion of digital signature requests
Once the signature process is completed,
The signed document will have the text "DigitalSigned" added to the actual name of the document and a signature icon on the top right corner
All signers will receive a notification in the Kenjo app and the signed document will be available under the My Docs tab of the respective signer
All signers will receive a copy of the signed document via email
In a sequential delivery mode, the above-mentioned behavior will be seen when all the selected signers have signed the document
Send E-Signatures via Kenjo app
With the Kenjo App, you can sign digital requests quickly and flexibly – anytime, anywhere. Here’s how it works:
You’ll receive an email with the request. Open the email on your smartphone
Click View and Sign, then tap the green Start button
Check two boxes to accept the signature provider’s terms and conditions, then click Accept
Tap the spot in the document where you want to place your signature
Use your finger to sign directly on your smartphone screen
If needed, resize your signature by pinching or spreading its corners on the screen.
Click Send Document. You’ll receive a copy of the signed document via email