With electronic documents, you can request signatures as part of an onboarding route or as a standalone task. When completed, you can find signed documents on the Documents tab of a new hire’s profile.
Electronic signature requests are set up as templates, using a PDF file you’ll upload. You create each template once — like a contract, NDA, or internal approval — and Onboard will automatically customize it for each new hire or team member when they’re added as a signer.
How to create electronic documents
Admins can set up electronic documents in their company settings.
Click the gear icon ⚙️ in the left sidebar.
Click Electronic Documents.
Click + eDocument Template.
Enter a name for the template.
Click +Attach Document and choose the PDF file you’ll use as a template.
Click +Signer and enter a role for each signer, in the order you want to collect them.
Click the Expiration dropdown to choose an expiration time for the document—7 or 14 days after sending the request.
Click Save & Configure to customize the eSignature document.
Your document will open so you can add the fields you need the signer(s) to complete. You can choose from several types of fields—not just a signature.
To customize the template document:
Click the Signers dropdown to choose which signer to assign fields to.
Click a field on the left sidebar to add it to the document.
Click the field in the document and drag it to the right spot.
Customize the settings for the field in the right sidebar, if applicable.
Repeat for all signers and fields.
Click Save Template.