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Review and sign documents

Open requests you take part in, add your signature, and download the completed document. This article is for people who carry out this task.

Contents

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.

Find a signing request

  1. Open Signatures.
  2. Find the document by its title.
  3. Check whether its status is Pending or Signed.
  4. Select the title to review the document.

With read-only access, the list contains requests where you are the sender or recipient. You can also open a request from the Talento notification or email sent when your signature is required.

Tip

Read the full document and check your details before signing. If something is wrong, contact the person who created the request.

Sign a pending document

  1. Open the request.
  2. Select the signing button shown for your position in the document.
  3. Draw your signature inside the box.
  4. Select Clear if you need to start again.
  5. Select Save signature when it is correct.

You can only complete the signature field assigned to you as sender or recipient. Another person's signing control is not made available to you.

The request remains pending if a second required signature is still missing. Its status changes to Signed after all required fields have been completed.

Warning

Saving adds your signature to the document. Do not continue if the content, request, or assigned signer is incorrect.

Download a signed document

Once the status is Signed:

  1. Open the document.
  2. Select Download PDF from the action menu.
  3. Save the file in the appropriate location.

The PDF contains the final document and collected signatures. It cannot be downloaded while the request is still pending.

Result

The request changes to Signed after every required signature is complete, and the final PDF becomes available.

Troubleshooting

  1. Confirm that the request is still Pending.
  2. Check that you are assigned to the missing signature field.
  3. Reload the page in case another signer has just completed the request.
  4. If the content is incorrect, do not sign it; ask the creator to review the request.
  5. If the Signatures option is missing, ask an administrator to check the module and your contracts permission.