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All you need to know about E-Signature ✍🏽, the feature to sign documents electronically

How to use this feature in Factorial? 😮

The E-Signature feature will allow you to sign documents through Factorial such as contracts, Ids, payroll, medical leaves among others, electronically, optimizing your time. 

In this article, you will learn how to use E-Signature as a:

As an administrator... 

1) To sign a new document:

  1. Log in to Factorial. 
  2. Go to the Employees section.  
  3. Select the employee and go to his or her document section.
  4. Then you can go to the Contracts folder, for example. You will see that in the upper right frame there is a button with a “+” symbol. By clicking on this button you can upload a contract to the employee’s document profile. 
  5. You will have the option to send a notification to the employee and ask the employee to electronically sign the document. You will also see that there is a drop-down menu where you can include more than one employee to sign the contract. 
  6. When you share the contract with the employee, the employee will receive an email with the necessary information to proceed to sign the contract. The employee will also receive a pending task in his dashboard informing him that he has a pending document to sign.

E-Signature(senddocc)

2) To sign an existing document: 

  1. Log in to en Factorial. 
  2. Go to the Employees' section. 
  3. Select the employee and go to his or her document section.
  4. When you go to the Contracts folder, surely you will see that the employee has different documents. You can click on any of them, and you will see the document view with the details and E-Signature on the right side of the screen. 

    image (36)

  5. You will also see that it will allow you to notify one or more employees to sign such a document. You will have the option of notifying the employee and having the employee electronically sign the document.

    image (37)

  6. The employees you have selected will be notified.  
  7. You will be able to see who has signed the document with a ✅ and who is waiting to sign showed as a 🖋.

    image (38)

 

As an employee...

  1. You will receive an email from Factorial from your company account manager, asking you to sign a document. 
  2. You should click the Sign Document button. 

    emailtobob

  3. It will take you to a page where you can see the full document to be signed. There will be two check-boxes that you will have to accept to continue with the procedure, about the privacy policy and encryption of the document. 
  4. You will see that it will allow you to sign in a white box. You can do it with your mouse, with the touchpad of your laptop, or with your finger if you do it via Smartphone. 
  5. Once you signed and accepted, you will be able to locate the sign where you want inside the document. 
  6. Then, you should click on the green button "send the document". 

    E-Signature(signeddoc)
  7. The document will automatically be saved in your contract folder, in your Documents.