Documents and e-signatures

Click Documents in the sidebar to write templates your business hands out, like a handbook acknowledgment. Writing and keeping documents is free. Sending one to an employee to sign is part of Pro, $29 per location per month.

Write a template

1. Click Documents in the sidebar.
2. Under New template, type a name, for example "Employee Handbook Acknowledgment".
3. Write the text. You can use placeholders: {{employee_name}}, {{company}} and {{date}}. They're filled in when the employee signs.
4. Click Create template.

Your templates are listed under Templates.

Send a document to be signed (Pro)

1. Under Send a document, choose the Template.
2. Choose the Employee.
3. Click Send.

On Free, this section reads Send a document to be signed with a lock, and a link to see what Pro includes.

How the employee signs

1. They sign in on their phone and open the More tab. A dot on the tab means a document is waiting.
2. Under Documents, they open it, type their full name and tap Sign.

The employee needs a login to sign. See Invite employees to log in and What employees see on their phone.

Track who has signed

The Sent documents table on the Documents page lists each document with the Employee, its Status and when it was Signed.

Keep files in an employee's record

Each employee's page has its own Documents tab for files like IDs and certificates.

1. Go to Employees and open the person.
2. Click the Documents tab.
3. Choose a Type: Identification card, Resume, Job application, Onboarding, Certification or Other.
4. Choose the File and click Upload.

Files are stored privately and only opened through short-lived secure links. When you hire someone from Hiring, their resume and application PDF are saved here automatically. See Review applicants and hire them.

Good to know

• The Documents page needs the Employee documents permission. Managers don't have it by default; you can turn it on in Permissions.
• Uploading files to an employee's record is free on every plan.
• Read your templates through before sending. Kloqk fills in the placeholders but doesn't check the wording for your state.