Overview
SignRequest is a secure and legally binding electronic signature tool that allows you and your colleagues to sign important documents quicker without the need to print them. Please note that this is a paid service. Kindly speak to us if you would like to enable this.
Permissions
The following permissions are required on a Global Level to complete the actions mentioned in this article.
- Manage Client Settings - Required to be able to access the Client Settings Menu to turn on the SignRequest toggle.
- Manage Template Documents - Required to access the template documents page in the Client Settings Menu.
Setting up Talexio
Log in to your Talexio portal and go to Settings. From there go to the Client Settings tab and toggle on the “Use signRequest for signing documents”
Creating a document
You will need to create a document which is compatible with both Talexio and SignRequest. This document will need to include placeholder names in relation to required fields. The placeholder names are available from Talexio. To view these, go to Settings > Template Documents > Upload Template. You will see all available placeholders in the dialogue box.
When adding placeholders in your document, the document should look something like this:
When adding the signatory fields, these should be done in white font as per the image.
Uploading a Document
To upload the document to be used with SignRequest, you will need to follow this process.
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STEP 1 OF 3
Go to Settings. On the Settings page go to the tab Template Documents. Click on Upload Template. -
STEP 2 OF 3
On page 2 of the upload dialog, you will need to select a Category the document should be saved in on the employee Talexio Documents. Once this is selected you can add your document from your files. -
STEP 3 OF 3
Click Next and and the document will be uploaded.
Generating SignRequest
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STEP 1 OF 3
Once successfully uploaded, click “Generate” located at the right hand side of the listed document. -
STEP 2 OF 3
On the Generate Document Template dialog, you will be asked to name the document that will be generated, the name of the employee who is the subject of the document and the names of the employees who will need to sign the document. -
STEP 3 OF 3
When completed, go to your inbox, an email from Sign Request should be received. Open the received email and click on the “Review document” button to load the document. Once opened, follow the instructions to achieve to sign the document.
Once this has been complete by all parties, the final document will be sent via email to the parties and saved to the subject employee's documents on Talexio.
Signatures Report
You may check the status of any electronic signatures directly from Talexio by downloading the Signatures Report found in the Templates document tab:
How will I be charged for using SignRequest with Talexio?
You will be charged per envelope used at a rate of €0.75, which will be taken in arrears, so you only pay for the envelopes used. This will be included into your invoice to Talexio the following month.