Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following User Access levels: Admin
Template types determine who must sign a document before it is finalized. Use the guide below to understand the signing flow for each category.
Signature Requirements
The table below lists each template type with its signatory requirement and the signing workflow that applies.
| Document Type | Signatory Requirement | Workflow |
|---|---|---|
| HR Documents | Single | Signed by the Sender only. |
| Employee Contracts | Dual | Signed by the Sender, then the Recipient. |
| Contractor Contracts | Dual | Signed by the Sender, then the Recipient. |
| Other HR Documents | Dual | Signed by the Sender, then the Recipient. |
Non-Signature Documents
The following types do not require digital signatures and are used for information sharing or internal record-keeping:
Policies: Signatures are not supported for this type. These should be managed via the Policy Feature to track employee acknowledgment.
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Knowledge Base: Used primarily for internal HR guides.
Access: Admins only by default. To share with employees, adjust your Security Groups Settings.
Location: Found in the HR Guides section.
Factsheets: Informational documents used within HR guides; no signature required.