(Admin) How can I get my workers to sign PDFs in Binders?

This article will summarize how you can have workers sign off on PDFs just like they can with Forms.

You can now sign on PDF resources in your Binders section just like you can with Forms. This is a great way to get signatures on different types of documents like; company policies, safe work practices/procedures, drawings, and any other documentation that doesn't need input from the worker but just a signature so you know they read the information.

As an admin, you may be more inclined to send out a Binder resource to everyone in the company. This can be accomplished by following the steps below;

Only PDF documents are supported.

Step 1: Go to the Binders tab in the admin.

Step 2: Find the document you want to send out to workers and select the Choose Action drop-down.

Step 3: Select the "Sign" option.

Step 4: Fill out appropriate fields, in this example, the Company Policy is being sent to all workers for them to sign off for the year.

Step 5: You will now have the Form Show up on the All Forms page where you can monitor who has signed off on the document, and resend notifications if needed.

 

When you send out the PDF for signature it will act just as a Form does!