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Process for Creating an EchoSign Workflow

EchoSign is one of the options to allow your employees to easily fill out documents and/or gather their signatures from your Workflow Management. The other method offered is EZSign. If you are interested in learning the differences between the two methods, you can refer to the following article.

Table of Contents

How to Activate EchoSign

  1. Expand Settings and go to Workflow Management.

    Workflow Management - 00.png

  2. Click Settings from the top bar.

    CHR - Workflow - Menu - 01.png

  3. Review the terms of the agreement for EchoSign. If you accept the terms, enter your full name below and click I Accept the Terms of this Agreement.


Creating a Workflow with EchoSign

After adding your pre-filled form, it is suggested to test the form with a workflow to ensure that it appears properly to your employees. Depending on your need, you can place the document for Echosign at any workflow step.

  1. Expand Settings and go to Workflow Management.

    Workflow Management - 00.png

  2. Open the Action drop-down menu and click Create Workflow.

    CHR - Workflows - Actions - 01.png

  3. Give your workflow a name, set any other options for your workflow, and click Add Workflow. If you are unfamiliar with the options, you can refer to the following article for more information.

    Create Workflow - 00.png

  4. Click the "Step 2 - Configure Steps" tab after adding your workflow.

    CHR - Workflow - Configure Steps Tab - 02.png

  5. Click the Action drop-down menu and click Add.

    CHR - Workflow - Configure Steps - Edit Add - 01.png

  6. Enter a Step Name and specify the resource for the step, such as employee. Add any relevant instructions to help inform the employee what to do, expect, information to have prepared, etc.

    Configure Steps - 00.png

  7. Click Save when to proceed to the other tabs.
  8. Click Attach Document.

    CHR - Workflow - Configure Steps - Tabs - 02.png

  9. Check the "Require Electronic Signature" box, enter a name for the document, the display order if there are multiple files, and browse for the file to upload. Click Add Document.

    Configure Steps - 01.png

Creating a Workflow Instance for an Employee

  1. Go to HR Data and click Workflows from an employee's profile.

    CHR - Employee - HR Data - Menu Combined - 04.png

  2. Click the Action drop-down menu and click Create Workflow Instance.

    CHR - Employee - HR Data - Workflows - Actions - 01.png

  3. Select the workflow that should be used and click Add Workflow.

    CHR - Employee - HR Data - Workflows - Add - 00.png

How EchoSign Will Appear to Users

  1. When a user views the document, they will see a prompt to enter their signature that has been automatically placed by EchoSign. 


  2. Clicking on Click Here to Sign will prompt the user to either type or draw their signature.


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