Haven't gotten around to asking people to sign yet? Or maybe it's just been a while? Did you just publish a major policy update, or do you need to collect signatures at a regular cadence? No problem! With Blissbook you can collect signatures from your audience anytime.
To do so, head to your Reporting Center by clicking Reporting in the main nav. Make sure your Reports view (sidebar on the right) is set to Compliance by Document and you've got the right document selected (above the grid, top left). Now, click the Document Actions dropdown button (top right) and choose either "Start Collecting Signatures" or "Start a new Signature Round."
Follow the prompts from there and contact our support team if you have any questions. Once you start it, you can let people know by going to your Notification Center, where you can click the + New Notification button in the top right corner.
Once you've started a signature round, Blissbook will track which employees sign and your reporting center progress bars will be updated so you can easily fill any gaps as you strive for 100% coverage.
FYI
If an employee has multiple documents to sign, when they sign one of them, they'll see a prompt that lists all the documents they still need to sign. They can click a document there to quickly cycle through everything they need to sign.
Specific Person
Do you need to start a signature round for a single individual? Maybe you're maintaining your employee list manually and have a rehire?
When you're creating your signature round, change the "Who needs to sign?" tab to "Specific people", and then use the Audience Filters to filter down to a single person (choose People after clicking "+ Add a filter", then pick the person). When you get to the notification email step, it should say "Yes, tell 1 person they've got something to sign". If there's more than 1 person there, something's off! Contact our support team and we'll help.


