Welcome to the Onboarding & E-Sign Functionality User Guides!
Here, you'll find everything you need to use the E-Sign functionality and the Onboarding application. Whether you're new to digital signatures and Onboarding or looking for step-by-step assistance, our comprehensive guides will walk you through each process. From configuring accounts and templates to sending and tracking documents, we’ve got you covered with clear instructions and helpful tips to ensure a smooth onboarding experience.
Explore the resources below to make your workflow easier, faster, and more secure!
DocuSign & Onboarding User Guides
- WFM UK: Onboarding: DocuSign | Creating a New Template
- WFM UK: Onboarding: DocuSign | Custom Field Mapping
- WFM UK: Onboarding: DocuSign | Sharing Envelopes
- WFM UK: Onboarding: DocuSign | Viewing Completed Envelopes
E-Sign in HR Module User Guides
- E-Sign Documents within an Employee's Record in HR
- Voiding an E-Sign Document within the HR Module
- Resending an E-Sign Document within the HR Module
- Tracking an E-Sign Document within the HR Module
- Sending E-Sign Documents in Batches
- Sending an E-Sign Document within the HR Module
- Exploring the E-Sign Documents Page in HR
- Linking DocuSign Template(s) to the HR Module
- Creating a DocuSign Template
- Configuring DocuSign Credentials in the HR Module
- Enabling E-Sign Functionality & Setting User Access to use E-Sign Functionality
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