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

Click ‘Upload File or Add Link’

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

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.

Create the Activity

Go to Activities Builder

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

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’

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.

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

Create the Assignment

Go to ’Create New Assignment’

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

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

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