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eSignature - Frequently Asked Questions

Find answers to common questions about eSignature in Sage HR, including setup, limits, and document handling.

Written by Julianna

Use eSignature in Sage HR to send documents for signing, track progress, and store signed files.

These answers cover common questions about requirements, limits, and how signing works.


What do I need to use eSignature?

  • Core HR module enabled

  • Documents enabled in permissions

  • Admin access to eSignatures or Sage HR


What file formats does eSignature support?

  • Upload PDF and DOCX files

  • Download signed documents as PDF


What is the maximum file size?

Files must be under 25 MB.


How many employees can sign a document?

  • Up to 25 employees can sign a single document

  • Multi‑instance documents have no limit


Can large groups sign documents?

Yes. Use multi‑instance documents so each employee signs their own copy.


What is the difference between single and multi‑instance?

  • Single‑instance: All recipients sign one shared document

  • Multi‑instance: Each recipient signs their own copy

A visual difference between single and multi-instance documents. Single-instance shows one page with multiple signatures. Multi-instance shows multiple documents with a singular signature on them.


Can I upload my own signature?

Yes. You can:

  • Draw your signature

  • Upload an image

  • Type your name


Can I sign a document I created?

Yes. Add yourself as a recipient when you send the document.


Can someone edit a document during signing?

No. Sage HR locks the document during setup and signing.


What happens after a signable document expires?

If someone doesn't complete the document by the expiry date, the document and signature requests will expire and won't be signable anymore.


What happens when a document expires?

Sage HR stops signing requests after the expiry date. Send a new request after this date to anyone who hasn't signed it yet.


Can I send documents outside my company?

No. You can send documents only to users in your Sage HR company.


Can I download documents?

Yes, but only after all recipients sign the document.


Can I sign documents on the mobile app?

Yes. You can sign documents using the Sage HR mobile app.


Can I add signable documents to onboarding workflows?

No. Sage HR doesn’t support this.

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