A new feature is now available and gives you the option to fill out and sign documents in less than a minute without ever leaving Schoox.
You, as an admin, can now create and manage your own templates, sign them yourself or request legally binding signatures from different people in any order, or all at once, using a very simple and secure procedure.
1. Create a new template
To do so, navigate to your Admin panel from the upper navigation menu. Under eSignatures, select Create/Manage templates.
You can check the available credits here as well as the credits that you have already used. Please note that the number of your available credits depends on the plan that you have selected and represents your e-signature requests. If you want to upgrade your plan, just click on the Upgrade your plan button and select one of the presented plans. The upgrade takes place within a business day. You can also request a demo plan, which provides you with 10 credits for free!
In order to create your template, click on the blue Create New Template button, fill in all the necessary information and upload the desired template. Please note that Schoox allows the uploading of the following file types: pdf, doc, docx, png, jpeg, gif.
Click on the Create Template button to complete the uploading of your template.
In the pop-up window that opens, write down the roles that need to sign the document. If two or more roles need to sign, you can assign signer order by clicking on the relevant checkbox and using the arrows as presented in the following image. Once you are ready, click the blue Continue button near the bottom of the window.
In the new pop-up window you can select who signs and where, using the options that are available in the top of the window, simply with drag and drop. You can also add a field for the date that the document was signed. Finally, you can select if a field is required by clicking on the relevant checkbox. Once you have set all of the needed fields, click on the blue Continue button. Your template has been saved.
2. Ask for signatures
You can now ask for signatures! To do so, click on the icon next to your template’s title (as presented in the image below) and select Ask for Signatures.
For every role you can select specific individuals to sign. However, you have the option for one role to ask a group of individuals to sign based on their job and their association with the organization (e.g. Sales Executives / US, Team Members / Global). Just click on the relevant button (Individual/Advanced) and choose the users that you want to send your document for signature to.
* Please note that you cannot select the same individual for different roles
After selecting the desired individuals/group of individuals, you can give them a due date in order to ensure that you will have your document signed until a specific day.
After you click on the Send Template button, your document will be forwarded to the involved employees for signing and your credits will be decreased accordingly.
*Please note that your credits are being decreased automatically when the template is being sent, not signed.
3. Check the status of your templates
The Admin of the Academy has access to the eSignatures Dashboard, where he or she can view the available templates, check their progress with status notifications (e.g. pending, signed) as well as find the involved employees who have not signed yet.
In the Admin panel, select eSignatures from the left-side menu and eSignatures Dashboard. You have the option to check the status of your templates either by template or by the employees involved.
When the document is fully executed, everyone gets an e-mail notification. Moreover, the status of your document will be marked as completed and you will be able to Download the signed document through your eSignatures Dashboard.