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Preparing the company documents in the Onboarding process
Preparing the company documents in the Onboarding process

Utilize the Onboarding system to upload your company documents and incorporate merge fields.

Janina avatar
Written by Janina
Updated over a week ago

Another module that you can add to your Onboarding process is the Sign company documents. Similar to the online signing stage, you can also upload your company documents and prepare the merge fields through HelloSign.

To add the Sign company documents module and prepare your company documents, follow these steps below:

STEP 1: Go to the Onboarding tab. On the left panel, select Processes.

STEP 2: Select your process. Go to Actions on the far right side and select Edit process.

STEP 3: Select Add new module.

STEP 4: Select Sign company documents then click Continue.

STEP 5: Check which company documents you want to include or click Upload document to add.

Note: Documents are uploaded in PDF format only.

STEP 6: Select who will sign the document. You can choose one or both the employee and the company signer.

If required, add a company signer. On the dropdown list, select the name/s of the User/s or Role/s who you would like to sign the document. You can also add additional company signers.

STEP 7: Select Prepare document.

STEP 8: To add the merge tags, drag the textbox field from the left toolbar and drop it to its intended place.

STEP 9: On the right toolbar, assign who fills the textbox (sender, employee, or company signatory) then turn on/off the Required field to make it optional or required.

STEP 10: Add a label to the Placeholder text field then choose Continue and Save.


All company documents included in your processes are arranged in alphabetical order.

If multiple users or a certain role are assigned as a signatory, any of the assigned users or users having the same role can complete the process regardless of who started it.

In addition, if your company signer was disabled, ownership of the task will automatically reassign to other assigned owners or to the Super Admin if no other assigned users exist. If the task is in progress, it will be restarted.

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