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Sign documents on behalf of a company

When using e-Signature for HR to sign a document, you have to choose who will sign it from your company. This person is known in Bitrix24 as the company representative, and it can be the CEO or anyone else who has the authority to sign documents.

It may be required by your applicable law to sign an agreement to deal electronically with your employee prior to initiating an electronic signature process.

First, the company representative signs the document, and then it's automatically sent to the employee to sign next. If you are the company representative, follow the steps below:

  1. Start the process. You will get a message in Bitrix24 chat when there is a document for you to sign. Just click Sign now in that message, and a side panel will appear.

  2. When a document needs your signature, a counter will appear under e-Signature for HR > Pending my action. This counter shows how many documents you need to sign. Once you sign a document, it will disappear from the list.

  3. Choose employees. You can sign the document with all employees at once or just with one specific employee.

  4. To select an employee, click on the magnifying glass icon and enter their last name. Then open the menu (...) on the right and select Sign.

    If you want to know who you've already signed the document with, use the filter Filter.

  5. Review the document. In the Document for signing section, click View and check the details. If you find any mistakes in the document, cancel the signing process.

  6. Sign the document. If everything is correct, click Send document at the bottom.

  7. Confirm signing. To confirm signing, open the Bitrix24 mobile app. If you don't have the app, scan the QR code to install it.

    Tap Confirm to finish the process.

After you sign, the document is immediately sent to the employee for their signature.


In brief

  • The CEO or an authorized person can sign HR documents for the company using e-Signature for HR, acting as the company representative.

  • The process is simple: the representative signs first, then the document is sent to the employee.

  • You will get a message in Bitrix24 chat when there is a document for you to sign. To finish the process, you need to confirm signing in the mobile app.

  • You can choose to sign with all employees at once or just one.

  • Make sure to review the document before signing. If you find errors, you can cancel the process.

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