Before you start
The Signatures area creates documents from approved templates and collects one or two signatures inside Talento. Assigned signers receive a notification when a document needs their signature and can review the content before signing.
A document remains Pending while any required signature is missing. Once every required signer has completed their part, its status becomes Signed and the final PDF is available to download.
Information
Your company must enable this feature. Access is controlled by the contracts permission: signers can see their own requests, while people with edit access can create and manage documents.
You need contract edit permission to create requests and use all management filters.
Create a signing request
- Select New signing request.
- Choose a published template.
- Review the generated title and make it more specific if needed.
- Complete the fields requested by the template.
- Choose a sender when the template requires two signatures.
- Select an employee or customer as the recipient.
- Save the request and review the generated document.
Talento fills fields that can be taken from the selected people, such as names, identifiers, and the current date. You provide the remaining information requested by the template.
Employee signers receive a Talento notification and an email. When the recipient is a customer, the managing employee can complete the relevant signature and Talento emails the final PDF to the customer when an address is available.
Information
Only templates published by an administrator are available. If a template is missing or its fields are wrong, it must be corrected in the signature-template settings.
Check signing progress
On Signatures, you can filter by:
- title;
- pending or signed status;
- employee;
- customer;
- template.
Open a request to see the document and, with management permission, its activity history: creation, sender signature, and recipient signature.
Pending requests can be deleted from the list. Signed documents are retained as completed records and provide the final PDF download.
Result
The request detail shows the current status, collected signatures, and activity history available to you.
Troubleshooting
If an option is missing, it may depend on your permissions, active modules, or company configuration. Ask an administrator to review your access rather than repeating the task or choosing an unsuitable alternative.