FAQ: eSignatures

FAQ: eSignatures

Q: Can I have more than one signer for the same copy of a document?

A: Yes, you can assign a document to 3 cosigners.
 

Q: Can I unassign/cancel a document?

A: Yes, you can unassign/cancel a document if its status is In Progress.
 

Q: Can I send reminders to employees to sign their documents?

A: Reminders will be automatically sent for unsigned documents 3 and 7 days after the document has been assigned. You can also manually nudge employees to sign documents.
 

Q: Can I check a document’s status?

A: Yes, the In Progress status indicates all assignees haven’t signed the document. Once all assignees have signed the document, you’ll see the Completed status with a time stamp.
 

Q: Can I assign a document template to multiple employees?

A: Yes, you can assign different copies of the same document to multiple employees. For help with this, check out our How to assign a document in eSignatures article.
 

Q: Can I assign different copies of the same document to multiple employees at the same time?

A: Yes, you can assign a document to up to 150 employees at the same time. For help with this, check out our How to assign a document in eSignatures article.
 

Q: What happens when I assign a document to an employee?

A: The employee receives an email with a link to the document for them to sign.
 

Q: Can I delete a template?

A: Yes, you can delete a template. However, any existing signed copies will remain attached to the employee’s profile.
 

Q: Which employee email will the document be sent to?

A: If the employee has a work email and a personal email on their Rise account, the document will be sent to their work email. If the employee only has a personal email on their Rise account, the document will be sent to their personal email.
 

Q: What happens once a document is signed?

A: If you chose the 'Request signatures in the order above’ option, the document will be sent to the next employee who needs to sign it. Once the document has all the required signatures, a copy of the signed document will be sent to the signer(s) and the admin who assigned the document.
 

Q: Which roles have access to eSignatures?

A: Only Owners and Admins are able to create, manage, and assign eSignature templates. However, all active employees and employees who are being onboarded can be assigned a document.
 

Q: How do I enable eSignatures in Rise?

A: You don't have to do a thing! Our team will take care of it for you.
 

Q: Can I assign a document to a new hire prior to their start date?

A: Yes, you can assign documents to new hires who are being onboarded. For help with creating a new employee in onboarding, check out our Create a New Employee in Onboarding article.
 

Q: What file formats can I upload?

A: You can upload any of the following file formats, as long as they are smaller than 15MB: .doc, .docx, .pdf, .ppsx, .ppt, .pptx, .jpg, .jpeg, .png, .xls, .xlsx, .txt, .html, .gif
 

Q: Can I disable the Audit Trail that appears on the last page after a document has been signed?

A: No, you cannot disable this feature.
 

Q: Are Rise eSignature documents legally binding?

A: Rise eSignatures is powered by Dropbox Sign (formerly HelloSign) and follows their policies—for more information on this, check out Dropbox Sign’s article on this topic.
 

Q: Can I assign a document to a terminated or resigned employee?

A: No, you can’t assign documents to employees who have been terminated or have resigned.
 

Q: Will the signed documents be saved in the assigned employee’s profile?

A: Yes, Admins and Owners can access the signed documents from the employee’s profile under the Documents tab.


    • Related Articles

    • Assign a document in eSignatures

      1. Click the Organization Profile tab, then click eSignatures. 2. Next, click the category of the document you’re looking for. 3. To assign an eSignature document template, click the three dots next to the document template name and click Assign. ...
    • Create and edit a document template in eSignatures

      Creating an eSignature template 1. In People, click Organization Profile, then eSignatures. 2. Next, click + Create Document. 3. Choose the document you would like to create a template for by dragging it into the box or clicking Choose a file to open ...
    • Use document template tools in eSignatures

      Creating document fields Creating fields To create a field, click on the field you wish to add to your document and then drag and drop it into the document. After placing a field into the document, you can click and drag to move the field. Deleting ...
    • Frequently Asked Questions (FAQs): Task Manager

      General task management Q: When can I assign tasks to an employee? A: At any time. Q: How do I create and assign individual tasks? A: In HR under Tasks on the left-hand side, click on Everyone’s Tasks, then click the Add task button. From there, you ...
    • Request employee documents

      Uploading documents directly to Rise is a secure way for employees to share important files, avoiding the risks of sending sensitive information via email. There are two primary ways for employees to upload documents in Rise. 1. Request Documents ...