---
title: Signatures
slug: signatures
createdAt: 2025-02-24T16:48:50.915Z
---
:::hint{type="info"}
**[Packages](https://www.charthop.com/pricing/): **Basic Headcount Planning | Compensation Reviews | **Performance** | Engagement
:::
This is an overview for admins on how to request signatures and manage signature requests. See [Signing a document](docId\:SFNfl4H1Rig6XCgKL43sc) for information on signing a document.
:::Iframe{iframeHeight="0" code=""}
:::
# Request a signature
There are several ways that you can request a signature on a document depending on the workflow you are trying to support.
Currently the only built in user roles that have the ability to request signatures are:
- [Owner](docId\:o_IcgvK94IdcUnZIuNTVi)
- [Org editor](docId\:BJjp5452IEXgnxyIlrdpQ)
- [People Ops Admin](docId\:O6czGwxjEKFAefKWZ1l6B)
- [People Ops Admin (no comp data)](docId\:xXw0L5UXlyl_QSHSAmtbm)
- *Note that files containing compensation information should be categorized as part of the "Compensation" category in order for them to be blocked from users with this role. *
- [People Ops Admin (no sensitive data)](docId\:XoZkhw57NZvOSsNsh_WMT)
## Request via the profile
The simplest way to request a signature is to do so via a file stored on the person's profile.
To request a signature via the profile
1. Navigate to the **Files **tab within the profile.
2. Upload the document that you would like to have signed or select a document you previously uploaded.
3. Within the document viewer, navigate to the **Signatures tab** on the right info panel
4. Click **Request signature**
5. Then select who you would like to request a signature from
6. Select **Send request. **The person will then be notified and will have a task on the ChartHop home page.
::Image[]{src="https://api.archbee.com/api/optimize/zxjhb7-DqnuzAP-lru1l3-zLeIEjp7UqLT3KGIiQSua-20250226-160137.png" size="66" width="620" height="492" position="center" darkWidth="620" darkHeight="492" showCaption="false"}
## Request via an Automated Action
The **Send Document for Signature** step within an automated action allows you to request a signature on either a generated template (such as a promotion letter) or a uploaded PDF (such as an employee handbook).
**Prerequisites:**
1. Create a [File](docId\:lT2ej7nQsjhebKLl5XmAZ) field that the document will be stored to
2. Create a [Letter template](docId\:PrTI425Guur8bJNFonivJ) with the document
3. Link the File and the Letter template
4. Select the template within the action.
::Image[]{src="https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/mD_KDu2P6_EJgy0RXNLyG-20251007-165213.png" size="88" width="760" height="511" position="center" darkWidth="760" darkHeight="511" showCaption="false"}
### Request a signature on a PDF
1. Set up you [Letter template](docId\:PrTI425Guur8bJNFonivJ) as a template using the **Document Type: Uploaded file** option.
2. Follow the instructions above for linking the [File](docId\:lT2ej7nQsjhebKLl5XmAZ) field and configuring the the [Request a signature](docId:6k2uHP22MlgnhaOvzQ0yX) action step.
### Request a signature on a Template
1. Set up you [Letter template](docId\:PrTI425Guur8bJNFonivJ) as a template using [carrot](docId\:UdtiyEp98g_atcRepTgAu) for variables and format the document as you would like.
2. Follow the instructions above for linking the [File](docId\:lT2ej7nQsjhebKLl5XmAZ) field and configuring the the [Request a signature](docId:6k2uHP22MlgnhaOvzQ0yX) action step.
### Place signer fields in a layout
When building a signature layout, pick a signer, then click the document to place Signer Name, Signer Title, or Signer Date. You can also place a field value, or a Carrot expression evaluated for the document's employee. Keep the same signer selected to place more than one field for them.
# Signing a document in ChartHop
For a guide on the signing expeience see: [Signing a document](docId\:SFNfl4H1Rig6XCgKL43sc)
# Canceling a signature request
::Image[]{src="https://api.archbee.com/api/optimize/zxjhb7-DqnuzAP-lru1l3-jYtOYYmY16nXQynjHGA7Y-20250226-165337.png" size="60" width="496" height="222" position="center" darkWidth="496" darkHeight="222" showCaption="false"}
If you need to make changes to the document or need to cancel the signature request for any reason, you may do so before it has been signed. Anyone with the ability to request signatures can also cancel signature requests.
To cancel a signature request:
1. Navigate to the **Files **tab within the profile.
2. Navigate to the document that is **Awaiting signature.**
3. Within the document viewer, navigate to the **Signatures tab** on the right info panel
4. Click the **Cancel request **button.
5. Confirm that you would like to cancel the request by clicking **Cancel request** in the dialog.
# FAQ
**What files types are supported? **
Currently, you can only request a signature on a PDF file.
**How many people can sign the document? **
Multiple people can sign the document. Just add the signatories when setting up the request. Currently the order of signing is not enforced, so all people will receive the request to sign at the same time.
**Which name can users sign with? **
The signee can sign with any case sensitive combination of their `First Name` or `Preferred First Name` and their `Last Name` or `Preferred Last Name.` See more information on ChartHop's [Name](docId\:w1GOoRP7tqsQzCWiQ8hzs) fields.
**What happens if a signer declines?**
The requester always receives an email, even if your organization uses Slack or Teams notifications.
**Who can sign documents?**
Current, documents can only be signed by people who currently can login to ChartHop.
## Common documents to have signed in ChartHop
- Acknowledgement of Legal or Company Policies (Attendance, Anti-sexual harassment, etc.)
- Onboarding / Offboarding Paperwork
- Promotion Letters
- Compensation Letters
- Performance Improvement Plans (PIPs)
- Acknowledgement of having read Employee Handbook
- Offer Letters
- Separation Agreement
- PIIA or CIIA Document
- Sales Commission Plan
- Relocation/Transfer agreement
- Qualifications, Training or Acredidations