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