Assign Docs to Sign to Users, Departments, Locations, Roles and Group Categories

Adding docs to sign works the same way for Users, Departments, Locations, Roles and Group Categories:

  1. Select the relevant category from the navigation tab in your Manage area.
  2. Click View next to the relevant sub category to open it.
  3. Click View on the Docs to Sign tile.
  4. Click the +Add Doc to Sign button in the top right corner.
  5. Select the relevant document by clicking Add on the relevant tile.

A Group Category is being used in the example. The same process can be followed for Departments, Locations and Roles.

NOTE: You'll need to add the document you want signed before you can assign it to any team members. For support, please refer to our Create a Doc to Sign article.

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