Step 2 - Document Types

Document Types
There are two main types of documents – Uploading and Signing.

There's also a 'Download Read' option and a 'Download Read Sign Upload' option

Download Read - The user will be asked to download and mark the document as 'read'. The document will then show as 'Document Signed'

Download Read Sign Upload - Once downloaded the user will need to sign the document and then re-upload it for approval.

 Uploading Document Types
For ‘Uploading’ documents suitable examples could be a VAT Certification or Incorporation Document that you are asking the Supplier to upload:

To create these as Document Types you simply follow the example above by setting the Action Required option to Uploading. Set the relevant entity on the Attached To option and Action By fields to suit your document type (but you could have a document that is Attached To Assignments but is to be Actioned By the Candidate or whatever combination suits the purpose). 

It is not necessary to attach a file as you will be asking the recipient to upload a document (but the system will allow you to attach one which can be useful if you wish to present the recipient with a document for them to print off, sign manually, scan in then Upload).

Click Update to save the document type and the system will confirm back that the item has been saved.

Signing Document Types
Documents requiring ‘Signing’ can be either template-based or complete documents (where the document has already been fully created outside of the system).
Browse to select the relevant document, either template or full document as appropriate and click Update to save. Please note the system will accept file types of .DOC, DOCX and .PDF. The system will confirm back that the item has been saved: