eSignature lets you send documents for signature and track progress without leaving Sage HR.
You can use it for contracts, agreements, and acknowledgements.
📎NOTE: Signable documents aren’t available in Sage HR Essentials or Basic HR.
What you need
To create signable documents, you need:
Core HR module
Documents enabled in Permissions
Admin access to eSignature or Sage HR
📎NOTE: Signable documents aren't available in Sage HR Essentials or Basic HR.
Create a signable document
Select Documents from the main menu.
Select Create signable document.
Sage HR opens a full‑screen workflow.
Step 1 - Choosing a document
You can:
Upload a new document, or
Select an existing document in Sage HR
Select Continue.
📎NOTE: Sage HR supports PDF and DOCX files only.
Step 2: Choose who signs and how
Select a signing method.
All recipients sign the same document
Use this when multiple people must sign one document.
Sage HR creates one signed file for everyone.
📌TIP: You can set a signing order.
📎NOTE: A maximum of 25 employees can sign the same document.
Recipients sign their own copy
Use this when each employee signs their own version.
Sage HR creates one signed document per employee.
Select the recipients, then select Continue.
Step 3: Configure signable fields
Drag fields onto the document.
You can add:
Signature
Initials
Date
Free text
Assign each field to a recipient.
📌TIP: Mark signatures as required if the document needs them.
📌TIP: Use [full_name] in a field name to auto‑fill the recipient’s name.
📎NOTE: Sage HR locks document content during preparation and signing.
Step 4: Send the document
Add a message to explain the document.
Set an expiry date if needed.
📌TIP: Set a far‑future expiry if you don’t want the document to expire.
Select Send document.
What happens next
Recipients get:
A dashboard task
An email notification
After everyone signs:
Sage HR emails the final document to all signatories
The document appears in Documents
📎NOTE: Employees receive weekly reminders for outstanding tasks.