Usigned

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Adding templates

Usigned page gives possibility to add templates of sending timecard for electronic signature.

It is possible to add as many templates as needed. Different templates can be created if for example Timecard should have different look for different employees, or signers should be different for different employees.

To add a new template, follow these steps:

1.  Click on Add button. As a result will be opened "Add USigned Report Template" page.
2. Enter name of the template into "Name" field.
3. Click on Report button to select the configuration of Timecard report to be sent for signature.

4. In Signing Order group box add all those users who should sign the timecard. For that click on Add button. As a result will appear a new row for selecting the new signer and entering his signing order. Keep in mind that if you want that signers could sign the document without any specific order, then in Signing Order field for all signers you should enter the same number.
   After clicking on Add button, along with new row appears also Remove button, by clicking on which last added signer is being removed from the signers list.
   Note: by default in the signer field is entered Employee, because sending timecards to employees is mandatory.

5. Click on Save and Send Later button to save the changes, but not sending the timecards for signature, or click on Save and Send Now button to save the changes and simultaneously sending the timecards for signature.