In Bitrix24 e-Signature for HR, you can now create document templates. These templates allow you to automatically generate and send documents for employee signatures. For example, you can prepare a consent form for processing personal data and automatically send it to new employees.

Employees with access to Bitrix24 e-Signature for HR, such as an HR director or HR manager, can create templates. Access permissions can be configured by the Bitrix24 administrator.
Configure access permissions to e-Signature for HR

In this article, we will explain how to create and edit a document template.

Create a template

1. Go to the e-Signature for HR section > Document templates.
2. Click Create.
3. Select a previously created document or add a new one.
4. Enter the document name and click Continue.
5. Fill in the Routes fields and click Continue.
6. Edit the document if needed.
7. Check the information and save the template.

The template is created. You can now use it to automatically send documents for signature.

Edit a template

1. Go to the e-Signature for HR section > Document templates. You will see the created templates in the list.
2. Click the Menu (≡) icon next to the template name and select Edit.
3. Disable the template if you do not plan to use it temporarily. Click on the toggle in the Active column.