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How to Publish, Share, and Collect Signatures on Your Handbook
How to Publish, Share, and Collect Signatures on Your Handbook

This article will walk you through how to create and send live documents to your employees so they so they can easily review and sign updated handbooks and policies.

Aubree Thomas avatar
Written by Aubree Thomas
Updated this week

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!

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