Before getting started
When sending your documents for electronic signature from Core HR, you can manage the position of the signature and enable the signatories to include a note on the document.
To do so, you must prepare your documents by including specific tags.
These tags work even if you have not been through the document generation module beforehand.
Manage the position of signatures on a document
Signatures need to be affixed in very precise places and it is sometimes hard for the signatory to know exactly where to sign a document. You can define the position of all signatures on your documents.
When a signatory opens the document to sign it, they will see a yellow box that says "Click to sign". This is now the one and only place on the document where the signatory can click to sign.
Preparing documents to define signature positions
To define the position of the signatures, you need to prepare your documents in a very specific way. First, open your Microsoft Word (DOCX/DOTX) or OpenOffice (ODT/OTT) text document.
In the places where the signature must be added, you should write the following character string:
- SIGNATURE1
The number 1 should go up incrementally for each additional signatory whose signature position you want to define (see the example below).
When signing, the yellow "Click to sign" box will be positioned slightly below and to the right of this character string.
Example:
- Write SIGNATURE1 where the first signatory is to sign.
- Write SIGNATURE2 where the second signatory is to sign.
- Etc.
Adding a note when signing (“Read and approved”, “Good for agreement”, etc.)
Notes like "Read and approved" or "Good for agreement" express a person's explicit adherence to the terms of a document, reinforcing its evidentiary value. Although they are more traditionally used with handwritten signatures, they are sometimes used in electronically signed documents to confirm the contractual intention.
When a signatory opens the document to sign it, they will see a yellow text box. This text box enables the employee to type in the desired wording manually.
Preparing your documents for adding notes
For a note to be added, you must prepare your documents in a very specific way. First, open your Microsoft Word (DOCX/DOTX) or OpenOffice (ODT/OTT) text document.
In the places where a note should be included, you should write one of the following character strings:
- MENTION1 – to create a box that is not pre-filled.
The number 1 should go up incrementally for each additional signatory who must include a note (see example below).
When the document is signed, the yellow text box will be positioned level with the character string.
Example:
- MENTION1 should be written where the first signatory should make their note
- MENTION2 should be written where the second signatory should make their note
- Etc.