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13g. Training - Signable Documents

Signable Documents gives you the ability to captured and record signatures against document distributions:

Currently, there is two version of Signable Documents that can be enabled within the LMS:

Basic Signable gives you the ability to captured and record a signature against document distribution. Once a trainee has received and/or opened a document they are required to enter their full name and sign in the box.

DocuSign is a third party application linked to the LMS that allows trainees to sign contracts and other documents securely using a legally-binding digital signature. Please note, as this is a third party application additional charges may apply from DocuSign.

 

Basic Signable

Click the Training tab within the navigation menu, and select Signable Documents from the drop-down menu.

 

signabledoc2.PNG

 

From this screen, you are able to either edit existing Signable Documents or upload a new signable document. signabledoc3.PNG

 

To create a new signable document, click the blue 'Upload new signable document, if prompted, select 'Basic' from the drop-down menu. 

signabledoc4.PNG

You are now able to configure your new signable document:

File
Choose the document file you wish to upload.

Name
Give the document a name. This will be displayed on the trainee’s dashboard.

Description
Add a brief description, i.e. what is the document about?

Status
As per module statuses, see earlier.

Tag
If you want to issue the document based upon a tag, you can add the tag.

Folder
Where you would like the document to appear on the training dashboard. 

 

signabledoc6.PNG

 

Click the green 'Create signable Document' button to create the document. This document will now appear as a Signable document.

signabledoc8.PNG

You are able to modify an existing signable document by selecting the document from the list and then updating the document details and/or signable document attachment.

 

DocuSign

Please note, in order to use the DocuSign signable documents, you will need your DocuSign account configured within the LMS.

Please contact our Support Team for more information pertaining to DocuSign account configuration. 

 

Click the Training tab within the navigation menu, and select Signable Documents from the drop-down menu.

signabledoc2.PNG

 

From this screen, you are able to edit existing Signable Documents or upload a new signable document. signabledoc3.PNG

 

To create a new signable document, click the blue 'Upload new signable document', if prompted, select 'DocuSign:---' from the drop-down menu. 

signabledoc4.1.png

 

 

You are now able to configure your new signable document:

File
Choose the document file you wish to upload.

Name
Give the document a name. This will be displayed on the trainee’s dashboard.

Description
Add a brief description, i.e. what is the document about?

Status
As per module statuses, see earlier.

Tag
If you want to issue the document based upon a tag, you can add the tag.

Folder
Where you would like the document to appear on the training dashboard. 

signabledoc6.PNG

 

Click the green 'Create signable Document' button to create the document. 

Select the required page to configure the document fields.

Signable10.png

 

The document will open with a number of data fields in the top left hand corner. Select the required data field, once selected, the data field will appear in the centre of the document.

Signable12.png

 

You can now drag the data field to the required location and repeat the same process for all the required data fields.

Signable14.png

 

Click 'Save Changes' in the top right and the configuration summary will be displayed. Click 'Create new version' to complete the upload.

Signable15.png

Your Signable document will now be available to distribute.

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