Begin by navigating to Live Docs on the left sided of your screen. If you do not have this module and believe you should, please contact your Org Admin or support@sixfifty.com.
You will then click New Live Doc in the top right hand corner of your screen.
Name and choose sharing options
You'll be taken to a setup page where you can:
Name your Live Doc
Choose how to share it:
Public Document: Anyone with the link can view it.
Employee Portal: Only invited employees can access it, and you can require signatures.
Choose the document that you would like to send out to your employees for signature.
4. Customize the Design
Personalize your document by:
Selecting a template
Adding your logo
Uploading a banner image
Choosing an accent color
Add employees and create invitation
You can invite employees to review and sign the document adding contacts from an existing group or selecting contacts individually from the "All Contacts" list.
Tip: Before setting a document live make sure you have uploaded or synced your contact list in the Contact module.
Once you've added your contacts you will be taken to a page where you can create a message to your employees.
Before sending, review:
The document’s URL
A final preview of what employees will see
The employees will then receive an email from no-reply@sixfifty.com notifying them that there is a document they need to review and sign.
Once they click "Review Document" they will be taken to the page you just created where they can read through the document and sign it by clicking Sign Document in the top right hand corner.
Please reach out to support@sixfifty.com with any questions, comments, or feature requests. Happy creating!