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How do I Create and Request an E-Signature?

The request for an E-Signature is usually necessary when providing documents and policies to staff electronically. TargetSolutions provides the ability to require an E-signature. This document will walk you through the process of adding a resource to the File Center, attaching the resource to a Custom Activity and then, how to Assign it to users.

 

Add Document to File Center

Open the File Center

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Click ‘Upload File or Add Link’

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Click ’Add Files’ and select the file you would like to upload.

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The uploaded document will appear in the uploader, as displayed below. It is complete once it has reached 100%. Do not leave this page until the status is at 100%, or it will not upload correctly.

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Create the Activity

Go to Activities Builder

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Click on ‘Create a New Activity’’. Fill out required information such as ’Category’ and ‘Name’, and then click ‘Save’

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The Activity opens up, there is nothing in it yet. We need to add the re-source we added to the file center in the first step. Click on ‘Resource’

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Add the E-Signature

Fill out the instructions you want users to follow regarding the attached document, Select ‘Require E-Signature’, Fill out what you would like your users to agree to in the ‘Agreement Text’ portion, and Click Submit.

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You have now created the Custom Activity needed in order to assign out the document to your users.

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Create the Assignment

Go to ’Create New Assignment’

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Select the users to be assigned the training, and then select your activity.

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Select if you want the users to receive an email notification about the assignment and set the start and due dates, click Submit

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You have just added a document, created an activity that requires and E-Signature and as-signed it to your users for completion.