Want to add an extra layer of acknowledgment to ensure your team has reviewed your content? Turn on e-signatures for topics! ✨
Completion percentages are a good way to know if your team has reviewed important policies assigned to them, but e-signatures are a great way to ensure agreement and understanding!
📝 Please note:
E-signatures are only available on Scale plans. If you're on a Build or Train plan and would like to use e-signatures, upgrade to Scale now!
E-signatures can only be required for topics in Policies.
Scale plans come with 25 free e-signatures per month.
After your account has recorded all free e-signatures for the month, each e-signature after that is just $1. Any extra e-signature charges will be added to a monthly billing cycle collection, even if you are on a yearly billing cycle for your Trainual platform subscription.
You can see how many free e-signatures you have left and any extra e-signatures your account will be charged for on the Billing & plans page.
To manage the ability to require e-signatures across your account, click your profile picture on the top right-hand corner of your account > click "Account settings" > and toggle "Allow e-signatures" on or off. When on, Billing Admins can always add e-signatures.
E-signatures are not available in the Trainual App For iPhone & Android and can only be completed within a mobile browser. (Chrome is the only mobile web browser e-signature works within).
Notifications will be sent to the Billing Admin via the top navigation bar when there are 5 remaining signatures left on an account. Another notification will go out when there are 0 left.
To learn how to download a report of who has signed your document, visit our Reports page.
🔥 Tip: Head to Account Settings to add more permission levels to the list of content creators who can add e-signature requirements. Billing Admins can always require e-signatures.
To require an e-signature on a topic:
Navigate to a subject in the Policies tab.
Find the topic you'd like to require an e-signature on.
Click on the three docs to the right of your topic and click "Require e-signature."
You'll see a pop-up confirming the change, and "E-signature required" next to your topic.
🚨 Reminder: If you edit a topic's title or content that requires an e-signature, it will require everyone to re-sign the content. So be sure to catch any misspellings before turning on your e-signature requirement! (Don't worry – you'll get a warning before any edits go through so you don't accidentally reset any e-signature completions.)
To remove an e-signature requirement for a topic:
Navigate to the topic that requires an e-signature.
Click on the three docs to the right of your topic and click "Remove e-signature."
This is what it looks like for people completing content that requires an e-signature:
When the assignee reaches the end of a topic that requires an e-signature, the continue button will say "Sign and complete." They'll have to sign and agree before marking the topic as complete.
They'll see a pop-up that allows them to e-sign right in the app. They'll also be emailed a copy of their e-signature and the content that goes with it!
(Insert tears of joy for boosting accountability).
🔥 Tip: Make sure everyone on your team has a “Reports to” selection so their direct manager will receive a copy of the signed document via email. If somebody doesn’t have a manager selected, your Billing Admin will receive a copy.
Got questions?
Learn about more Advanced Subject Settings
Learn how to boost accountability with Responsibilities
See more Trainual Help Resources
🌻 SEOs: Esignature, Esignatures, E Signature, Esig, E Sig, E-Sig, Attestation, Confirm, Agree