Create and send a document

Beyond contracts, Shyfter centralises all your HR documents. You generate a document for an employee, add fields and a signature if needed, then send it: they find it directly on their mobile app. Go to Documents → Documents, then Create a document.

Choose the basis of the document

• From a document template: select the desired template ("Choose a document template"). The document takes its layout and fields, and is pre-filled with the employee's data.
• By uploading a file: via Upload a document (pdf, word, xls, ...), for a one-off document. You can then place fields on it.
• As a text template (HTML): written in Shyfter with variables.

With or without signature

You decide whether the document requires a signature:

• Without signature: the document is simply passed on to the employee, for information or archiving (regulations, memo...).
• With signature: a signature area is present and the employee will have to sign from their app. You can, via the field editor, add other fields to complete (a "read and approved" checkbox, date, etc.).

Send the document

Once the document is ready, use Save and send (or Send the document). A confirmation recalls that "users will see it on their mobile app". The document then goes out to the employee(s) concerned.

If you need to pass it on again (an employee who didn't see it, a reminder), the Resend the document action is available from the list.

Track and manage documents

The Document list gathers everything you have generated. Each document can be resent, duplicated, downloaded or deleted. You can thus track what has been sent and, for documents to be signed, what has been signed.

Automatic or manual approval before sending follows the same setting as contracts (Settings ⚙️ → Documents → Settings). Signature grouping, if enabled, lets the employee sign everything at once.