Eddy makes it easy to create documents for new hires and current employees to help you automate the process of gathering signatures and information. Using our signature documents will bring your company one step closer to providing a modern, paperless experience through an Electronic Signature Software.
How to Make a Document Signable Overview
Making your Document Signable
To create a signature document, you’ll first have to upload the document to Eddy, click into the document, and then click on the “Request signature” button.
Making your document signable
Eddy presents two different ways to make a document signable. The first way is to make a document signable is simply by appending the document with an “Add-on signature page". This format works best for documents that simply need to be read and acknowledged with a signature. This type of signable document does not allow for custom fields.
The second way to customize the document with various fields that the signer will have to complete. This works well for documents that need to be initialed or signed in multiple places, or for documents that require specific responses to various questions.
Custom Form Documents
A custom form document allows you to take a document that you’ve uploaded to Eddy and highlight areas of the document to define specific fields that the signer will need to complete before submitting the document. It could be as simple as requiring a single signature, or it could be more complex, where you have multiple fields that require completion.
You’ll be able to add signature fields, initials fields, text boxes, checkboxes, or date stamps. To add these to a document, simply drag them from the top of the screen onto the form. The animation below shows how this is done.
After adding all the required form fields, you click the "Continue" button in the top right corner to finalize your document.
Add-on Signature Page
The second option for signing documents is known as the “Add-on Signature page.” This option provides a faster, simpler way to gather electronic signatures when a signature added to a final page is sufficient. Examples of documents that might work well with an add-on signature page could include:
- Employee Handbook
- Company Dress Code
- Social Media Policy
When you choose this option, Eddy will add a page to the end of the document you've uploaded. It’s on this page that the user will input their signature to acknowledge they’ve reviewed the contents of the document. The resulting signature page is added on to the end of the document and the document with the signature is saved as a new PDF. The signature page includes information about the signature, such as signer's email and IP address.
