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Company Documents

Estimated reading time: 4 min

Adding Company Documents

Step 1: Access “Company Documents” under “Company”.

Step 2: Click “Add Documents” to upload new company documents to system.

Step 3: Drag and drop the document or “Browse” to the document that you want to upload.

Editing and Assigning Documents

Step 1:  Once the document is uploaded, it may be edited to add further details:

  • Category
  • Title
  • Description

Step 2: Other attributes can be selected to assign who the document is published to:

  • Employees
  • Managers

Document Signing Features

Document Signing processes are broken down into two types:

  1. Standard Document Signing (included)
  2. PDF Signature Page Service (add-on service). This service will allow your PDF document to have an additional page automatically appended with the employee’s signature. On this company document page, you can setup the custom text that will accompany the signature on the added page. Assignment of the document is NOT handled from this page. There is a separate page/process (“Custom Form” under Employee Maintenance) that handles setting up the custom text. More information is available in the KB article titled “Custom Forms” in our Resource Center.
  • Standard Document Signing is available on your account by default.
  • The e-sign information is stored virtually in the system but does NOT include alterations or stamping on the physical document.

Requesting Virtual Signatures

Step 1: Select the list of employees who should receive the request

Step 2: Click the “Create Requests” button

Questions / Resources
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Last Review: 01/04/2022