Send and sign documents with flair eSign

Use flair eSign to send an Employee Document to one or more signers and store the completed file. You can also require a one-time password by SMS before a signer opens the document.

Who can use this?

HR Admins send documents from Salesforce. Employees and candidates sign from an email link. flair eSign is a paid add-on.

Before you begin

• Contact flair Sales if flair eSign is not included in your subscription.
• Upload the document to the employee record in flair HR.
• For SMS authentication, add Company Phone Number to an employee record or Phone to a candidate record.

Send a document for signing

1. In flair HR, open Employees.

2. Select the employee who will be the primary signer.

3. On the employee record, open Documents.

4. Upload the document.

   

5. Next to Status, click the down arrow.

6. Click Sign.

   

7. In the signing window, click Add Signer for each person who must sign.

8. Drag each signer's color-coded signature component to the required place in the document.

   

9. To have signers sign one after another instead of all at once, select Signers sign in sequence.

10. For each signer, select their position (1, 2, 3, and so on) from the menu that appears next to their name. Every signer needs a different position; flair disables Send for Signing until each one is unique.

11. Click Send for Signing.

With Signers sign in sequence off, every signer receives the signing email at the same time. With it on, flair emails each signer only after the signer with the position before them has finished signing.

You can track documents that still need signatures and review a document's version history.

Require SMS authentication

1. Open the signing window for the document.
2. For each signer, select SMS one-time password from the authentication menu.
3. Review the phone number loaded from Company Phone Number or Phone.
4. If an inline error identifies a missing number, update the signer's Salesforce record, and reopen the signing window.
5. Click Send for signing. Each signer must enter the SMS code before signing.

The phone number comes from the Salesforce record and cannot be entered in the signing window.

Sign a document

1. Open the signature-request email.
2. Click Sign Document.
3. If SMS authentication is required, enter the one-time password.
4. Review the complete document.
5. Add your signature, and finish the signing flow. flair stores the completed document.

Related articles

• Create and manage workflows
• Upload and manage documents
• Create documents with Document Generator