Uploading Electronic Signature and Fillable Form Experience

Selecting and setting the properties for a document to be signed and filled out (New Experience only)

People > Employment > Employee Documents

  1. On the Employee Documents page, click  (upload) > eSign and fillable form.
  2. If this is your first time uploading a document for electronic signature and to be filled out online, accept the terms and conditions. Otherwise, go to the next step.
  3. Do one of the following:
  • Drag and drop the document to be uploaded.
  • Select the document to be uploaded.

4. Enter a Display Name as you want it shown on the Employee Documents page.

5.  Select a Category/Subcategory to organize and manage the document, allowing for easy access.

6.  If needed, do the following:

  • Under Expiration Date (United States) or Expiry Date (Canada), select a date on which the document is no longer valid.
  • Enter the Tags, which can be used to identify the document later and assist with providing accurate reporting.

7.  Click Next.
If the file name of the document you're uploading already exists, you must rename it to move forward in the process.

Adding or Setting Up Document Fields (Electronic Signature and Fillable Form Experience Only)

Select a document to be signed and filled out

  1. Under Recipients, select a participant.
  2. Place the fillable fields you want on the document, selecting from the fillable fields described in About Fillable Fields.
    For more information on setting up or adding fillable fields to your document, go to add fillable fields to your document.
  3. When you’re completed adding the fillable fields, within Template Properties, click Save.

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Here you will find a video demonstrations on how to upload, assign, and request e-sign for Mid-Year Reviews, PRV's, and LOFA's within ADP Workforce Now.