Assign "Signing" documents

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.

In this article, we'll explain how to:

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. From the document page, click the "Assign" button in the top right corner.

You'll be on 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. 

Screen_Shot_2022-03-18_at_12.09.42_PM.png

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, and they'll be moved 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.
Screen_Shot_2022-03-18_at_12.19.05_PM.png

Important note

The "Select Page" link only selects up to 25 employees. If you have more than 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 in the "Selected" list.

3. Once you've selected all the employees you want to assign the document to, 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 who've been 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

How to assign a document with multiple cosigners

If you have a document that requires more than one signature, you can assign multiple cosigners in Humi. 

1. From the document page, click the "Assign" button in the top right corner.

You'll be on 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. The "Assign Roles" pop-up will appear. This is where you'll select the employees required to sign the document.

Note

If you don't see this pop-up, this means you didn't select the number of cosigners when you uploaded the document.
You will need to upload the signing document again to select the number of required cosigners. Once completed, you can delete the incorrect document. 

Choose the employee

To choose the employee(s) who need to sign the document, click on the field, start typing in their name, and select the required employee from the dropdown menu.

Screen_Shot_2022-03-18_at_12.36.06_PM.png

Save employee to this role

If the cosigners are the same for everyone you assign this document to, you can save time by clicking the "Save employee to this role" box. 

If you click on this box, the employee(s) chosen will auto-populate as the cosigner in the same field any time you assign this document. If you want to stop them from being auto-populated, you can remove them by clicking the box again to remove the checkmark.

Assign signing order

You can customize the signing order of this document. To do this, click on the "Assign signing order" box located near the bottom of the "Assign Roles" pop-up.  

After clicking this box, each field will be numbered, and arrows will appear beside each role. Use the arrows to adjust the signing order by moving the fields into the desired positions.  Screen_Shot_2022-03-22_at_4.50.14_PM.png

Once you've made all adjustments, click the "Save" button, and all assignees will receive an email and dashboard notification to sign the document.  

Learn how to manage assigned documents here

 

  Discover more about Documents

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.