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Creating custom signable documents

Send documents to employees for digital signing to streamline onboarding and compliance.

Purpose of signable documents

Signable documents help you collect clear acknowledgement and agreement from employees for important workplace documents.

This is commonly used for employment contracts, workplace policies, compliance documents, training acknowledgements and policy updates.

By sending signable documents through Urhere, you can keep the full process in one place. The employee can review and sign the document digitally, and the signed record is stored against their employee profile for easy access later.

This helps reduce paperwork, keeps important records organised, and gives your business a clearer process for managing onboarding, policy acceptance and ongoing compliance.

Documents can be sent any time or during the onboarding process.

How to create and send custom signable documents

Custom signable documents let you create documents in Urhere that can be completed, reviewed and signed by an employee.

When building a document, you can add fillable fields. These fields act as placeholders that can be completed before the document is sent or signed by the employee.

Open the document editor

  1. Open the document you want to create or edit.

  2. Select Open Editor.

  3. Add your document content. Most customers will copy and paste from a word document. Our document editor will support formatting from word.

  4. Select Insert Field where you want to add a fillable field.

  5. Choose the field type you want to insert.

Available field types

Employee name

Use the Employee Name field to insert the employee’s name into the document.

This field is filled in before the document is sent to the employee. It is useful for contracts, agreements and policy acknowledgements where the employee’s name needs to appear in the document.

Example:

This agreement is made between Urhere and [Employee Name].

Date field

Use the Date Field to insert a date into the document.

When adding a date field, you can choose how the date should be completed.

You can:

  • Use today’s date

  • Use the employee’s employment start date

  • Select a fixed date

  • Leave the date blank for the manager to complete before sending

This is useful for contract dates, commencement dates, policy issue dates or acknowledgement dates.

Example:

Employment will commence on [Date Field].

Text field

Use the Text Field to add editable text that can be completed before the document is sent to the employee.

This is useful when the document needs employee-specific details that may change each time the document is used.

Examples include:

  • Position title

  • Salary or hourly rate

  • Employment type

  • Location

  • Department

  • Manager name

  • Probation period

Example:

Your position title is [Text Field].

Signature

Use the Signature field to show where the employee needs to sign the document.

The employee will complete this field when they review and sign the document.

This is commonly used for:

  • Employment contracts

  • Policy acknowledgements

  • Compliance documents

  • Training confirmations

  • Agreement updates

Example:

Employee signature: [Signature]

Before sending the document

Before sending the document to the employee, the sending manager will be asked to complete each fillable field.

Once the document is sent, the employee can review the document and sign where required.

Your employee will receive a PDF copy of the document and the signed document will then be stored against the employee’s profile.

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