Electronic Document Execution

Created by Alaika Dimagiba, Modified on Fri, 2 Jun, 2023 at 12:27 PM by Lois Borromeo

Employee Profile > Documents > Add Doc


Sign documents electronically in KAMI!


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Executing a document


Follow this My Team - Document article on how to add document in Employee's profile


Step 1: Add Doc button - Require Execution 



Click Require Execution button to start setting custom fields on the document for recipients



Step 2: Recipients form - fill up all necessary details



System will auto-populate the first recipient as the profile of employee and second recipient as the manager of employee. Admins can still add up to maximum of 5 recipients. 


Set signing order 1,2,3,4,5 or check the box allowing all recipients to be set order as 1. Notifications email will immediately sent to first recipient or all recipients if there is no signing order.

Set a Reminder to recipients on the due date to execute document



Step 3: Define Executable fields 



Select the recipient and the fields that is applicable for execution


Fields are parts on the document to be fill up or replace by recipient. Admins may choose not to select any fields for each recipient. With that, recipient can approved the document without filling any details or placing signatures.



Step 4: Finish - once done, you will be directed to the New Document form



Click submit to begin the process





Approving an Executed document


All documents pending manager execution or approval are available on the Team Approvals page. 


Step 1: Team Approvals - to access document approvals



Click the document with Execute status to open a window



Step 2: Execution Window 


Click start to direct you to the first field and next to other field and so on. Reject the execution if you find it wrong.





Step 3: Finish - once all fields are completed


Once the execution is done, the next recipient (if there is another) will be in queue. After all Recipients have completed the document, it will now enter to the approval process.


If you are the approver of Employee in My Team, just go back to My Team Approvals page and approve or decline a document. After that document will be considered completed.




Once you're all done, the document's status will change to "Completed" and that's it!


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