How to Bulk Send HR Documents for Signing with Team Templates

Upgrade your HR processes with automatic eSignature workflows. Stop wasting time building new documents from scratch — create HR documents templates and reuse them whenever you need. Let signNow team templates make your organization's workflows easier to understand and more efficient.
How to Bulk Send HR Documents for Signing with Team Templates
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Transcript

signNow is an award-winning electronic signature solution that allows you to quickly and efficiently eSign documents and collect signatures from recipients.

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Transparent pricing for full-featured plans. signNow offers subscription-based plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. signNow helps you comply with global security standards.

What’s up, everybody. You’re watching another signNow video guide with the next tip on how electronic signatures can make your day-to-day document workflows paperless and stress-free.

0:15 - 0:46

NDAs, offer letters, onboarding new employees... Human resource administrators can spend hours managing repetitive documents and tasks. The demands can be overwhelming.

signNow helps human resources make essential tasks like hiring, onboarding, and employee benefit forms paperless, so that you can save money and time, decrease errors, increase compliance, and greatly improve employee and customer satisfaction.

0:47 - 0:55

Wondering how? Here are some tips HR teams can use to save time and money with signNow’s eSignature solution.

0:56 - 2:03

Eliminate unnecessary hassles in your workflows by creating templates for your most used documents and collaborating on them with your teams.

With templates you can:

• Reuse your most common documents and forms

• Create complex signing sessions with multiple roles and steps

• Get multiple individually signed documents by generating signing links

• Send documents for signature in bulk

To create a template: In your signNow dashboard, click Make Template right on a document or click Make Template from the More options dropdown. All your templates are stored in the Templates folder on the left sidebar.

You can also simplify the process of collaborating on documents and templates by creating a team. To do so, go to the My Teams tab, click Create Team, name your team, and enter team member emails to invite people to it.

When your team has been created, you can manage it, view shared documents and templates, invite new people to your team, or cancel invitation requests.

2:04 - 3:28

Let’s see what else you can do with signNow.

There are two types of fields when creating a document in signNow: editable (for document senders) and fillable (for document signers). Each field is assigned to a specific role. You can set each field as required or optional and specify which data types are valid for that field. If you need to sign a document before sending it, add your signature any way you like. Type your full name, draw a signature using your mouse or trackpad, or upload an image of your handwritten signature.

Choose whether you’d like recipients to receive your invite in the order they’re signing the document or at the same time. Customize invite emails, protect your document by adding additional authentication methods, set up a document expiration date with automated reminders, allow your recipients to forward the document, or even decline your invite. Select what to do with a signed document, including deciding who needs copies.

Use Document Groups if you need to bundle documents together, send a group of documents to a single signer, or create signing steps for multiple signers across multiple documents. To start collaborating on documents, create a team and invite your colleagues. As the team admin, you can add or delete users, view shared documents and templates, and much more.

Visit our Help Center if you need more help with signNow. Start a live chat or submit a new support request and our support team will contact you as soon as possible.

3:29 - 3:35

Want to become a certified eSignature expert? Click the link in the top right corner to take one of our free courses.

3:36 - 3:51

Ready to save time and money? Then click the link in the description to start your free 7-day trial of signNow!

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Introducing How to Bulk Send HR Documents for Signing with Team Templates

Welcome to airSlate Academy, your go-to resource for all things related to streamlining your business processes. In this informative guide, we will walk you through the seamless process of bulk sending HR documents for signing with team templates.

If you're tired of chasing down employees for signatures on countless HR documents, then this is the guide for you. We understand the importance of efficiency and compliance when it comes to your HR department, and that's exactly what we aim to provide with our innovative solution.

By leveraging the power of airSlate, a leading end-to-end business automation platform, you can effortlessly streamline your HR document management. No more wasting countless hours printing, distributing, and collecting signatures manually. With airSlate, you can complete these tasks in just a few clicks, saving you time and eliminating unnecessary stress.

Our step-by-step guide will show you how to create team templates tailored to your HR documents. You'll learn how to customize these templates to suit your specific needs, ensuring consistency across all employee agreements, contracts, and other critical paperwork.

Next, we'll guide you through the process of bulk sending HR documents for signing. Whether you need to distribute an employee handbook, a code of conduct, or any other important documentation, airSlate makes it incredibly simple. With just a few clicks, you can send multiple documents at once to your entire team, significantly reducing turnaround time and improving overall productivity.

Furthermore, we'll show you how to track the progress of each document. No more wondering who has signed and who hasn't. With airSlate's powerful tracking capabilities, you'll have full visibility into the status of every document, allowing you to follow up with individuals as needed.

Our goal at airSlate Academy is to equip you with the knowledge and tools necessary to optimize your HR document management processes. By following our guide, you'll not only save valuable time but also enhance security and compliance within your organization.

So, if you're ready to revolutionize your HR document management and say goodbye to outdated, manual processes, join us at airSlate Academy. Let us empower you with the skills and expertise needed to take your HR department to new heights.

Sign up today and unlock the full potential of bulk sending HR documents for signing with airSlate team templates. Say goodbye to the hassle and hello to streamlined efficiency with airSlate Academy.

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To access the video instructions on How to Bulk Send HR Documents for Signing with Team Templates, you can visit the airSlate Academy website. Simply navigate to the "Courses" section and select the relevant course. The video will provide step-by-step guidance on the process, highlighting the use of team templates to streamline the bulk sending of HR documents for signing.

Yes, there is a transcript available for the video instruction. The transcript allows users to follow along with the video, ensuring that they don't miss any important information. It can be accessed alongside the video on the airSlate Academy website.

The video instructions on How to Bulk Send HR Documents for Signing with Team Templates are designed to be concise and informative, lasting between 40 seconds to 1 minute each. This ensures that users can quickly grasp the key concepts and apply them efficiently in their workflow.

While it is not necessary to have an airSlate account to follow along with the video guide on How to Bulk Send HR Documents for Signing with Team Templates, having an account can enhance the overall experience. With an airSlate account, users can access additional resources, track their progress, and utilize the full range of features offered by the platform.

Yes, airSlate Academy offers an in-depth guide specifically focused on 'How to Bulk Send HR Documents for Signing with Team Templates'. This guide provides detailed instructions, tips, and best practices for effectively utilizing team templates to streamline the HR document signing process. Users can access this guide on the airSlate Academy website to further enhance their understanding and proficiency in this area.