You've done most of the heavy lifting by creating your Signing Template document, and now it's time for the easy part: assigning it to the employees who need to review and sign it.
If you have a document that requires multiple signers, click here to learn more.
How to Assign a Single-Sign Document
Single-sign documents only require the signature of individual employees. You can bulk assign single-sign documents or assign them to specific employees.
Summary
Documents > Click on the document you want to assign > Assign button > Select Employees > Assign button
1. Click the Assign button in the top right corner from the document page. You'll be directed to the document page after creating your signing template.
If you're in Documents, use the search bar or tags to find the document you want to assign; click on it, and Humi will take you to the document page.
2. If you want to assign the document to specific employees, you can find them using the filter, search bar, or scrolling. Click on their name to move them to the Selected column.
If you want to assign the document to all employees, click the Select Page link to select everyone on the page.
Important note
The Select Page link only selects up to 25 employees. If you have over 25 employees, use the arrows to toggle through the remaining pages, then click Select Page again to select the remaining employees. Continue this process until all employees have been added to the Selected column.
If you accidentally selected the wrong employee, click on their name from the Selected list to remove them. You can also click the Remove All link in the top right corner to remove everyone from the Selected list.
3. Once you've selected all the employees to whom you want to assign the document, click the Assign button in the bottom right corner.
Congrats! You've officially assigned a signing document. Humi will send an email and a dashboard notification to all assigned employees requesting them to sign the document.
Check the employees assigned to the document
Documents > Click on the document > "Employees Assigned" tab
From the document page, you can view the employees assigned the document under the Employees Assigned tab. You can also check the completion status from this page and send reminders to anyone who still needs to sign it. Learn more about managing assigned documents here.