Setting up a "Signing" template

If you need a document signed by your employees, "signing" templates make it easy to get their signatures within the Humi app. 

If you're unfamiliar with how Humi's document templates work, we encourage you to take a minute to read this article before continuing. 

This article will explain setting up a "Signing" template in Humi. Once you've completed this step, you can then assign the signing template to the employees who need to review and sign it. 

If you have a document that doesn't require employee signatures, but you want employees to acknowledge they've read it, you can use a "View-Only" document instead. With "View-Only" docs, you can choose to add it to the "Shared" drive for all employees to reference at any time or you can assign it to required employees to acknowledge that they've reviewed it. Learn more about "View-Only" documents. 

How to set up a "Signing" template

Summary

Format your document with blank spaces left for signatures, dates etc. and save as a ".PDF" > In Humi, click "Documents" > Select the folder you want to add the document to or create a new one if needed > Click "+ Add Document" > Select "Signing Template" > Upload the formatted document, add tags and additional cosigners if needed > Create > Template Editor: Drag and drop fields from the toolbar onto the blank spaces on the document > Click "Continue" button > Assign to required employees

There are four steps to complete when setting up a "Signing" template:

Step 1 – Format your document for the template editor.

Step 2 – Upload the document into Humi.

Step 3 – Use the "Template Editor" to add required fields (signatures, dates, names etc.) to the document.

Step 4 – Complete the template and assign it to the required employees.

Keep reading for more details on each step below. 

Step 1 – Format your document

To successfully add a signing template, you need to format your document for use with the "Template Editor.

To do this, in the places on the document where you require signatures, dates or other variable employee information you should leave blank spaces or a blank line. These blank spaces are where you'll drop in the required fields (signature, name, dates etc.) from the template editor toolbar.

Example

Step 1. Draft the document.

In this example, I've drafted the document and want to add the following fields from the template editor toolbar: "Company Name, Employee Name, Employee Address, birthday and date." I've also added blank lines in the document's body where I can drop in the required fields. Finally, save this document to use as a reference in Step 3.

Screen_Shot_2022-03-17_at_6.34.25_PM.png

Step 2: Format the document to be uploaded to Humi.

To format the document, I've deleted the words "Company Name, Employee name, Employee Address, birthday and date" but kept the spacing so I can add these fields to the document from the template editor toolbar. 

Save this as a ".pdf" document to be uploaded into Humi.

Screen_Shot_2022-03-17_at_6.34.36_PM.png

You can find a list of all the available fields you can add to your document from the template editor toolbar in this complete guide to using the template editor. 

Once you've finished formatting the document with blank spaces in the correct places save it as a ".pdf" file.

Step 2 – Upload the document

1. In "Documents," select the folder you want to add the document to.

2. In the folder, click the "+ Add Document" button and select the "Signing Template" document type. 

Screen_Shot_2022-03-17_at_6.49.31_PM.png

3. Upload the formatted document from your computer and add the document name. 

4. To keep your documents organized, we recommend adding relevant tags, or you can create a new tag if needed in the "Tags" field. 

5. Select up to three additional cosigners if needed, then click the "Create" button.

Step 3 – Use the "Template Editor" to add fields to the document

1. Humi will automatically direct you to the template editor. Click the "Got it" button to get started.Screen_Shot_2022-03-17_at_6.53.38_PM.png

2. Next, drag and drop the fields you need onto the document. You can hold the corner of the field to resize it to fit the area as shown below:

signature-field.gif

Tip

Reference the document you saved from Step 1 to know what fields you need to add and where to place them onto the document if it's not clear.

Click here for a complete guide on using the "Template Editor." 

Step 4 – Complete the template and assign

Once you've added all the fields needed, click the "Continue" button on the top right corner.

Humi will direct you to your new signing document page where you can click the "Assign" button in the top right corner to assign the document to the employees.

Edit the template

If you need to make any adjustments to the fields on the signing template, click the "Template Editor" button located in the top right corner of the template page to make the changes (Documents > Find the document and click on it > Template Editor). 

template_editor.png

However, if there's a typo or an error on the original uploaded document, you'll need to fix the error on the document then re-upload it to Humi following the steps outlined above. 

Now that you've set up your "Signing" template, the next step is to assign it to the required employees.  

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