Employee Documents in the Mobile App

How do I view documents in the mobile app?

Purpose: To show you how to quickly and easily access documents in the mobile app.

Documents

To access* your documents on the mobile app, click My Info, then click Documents before tapping on a corresponding folder.

*If you have access to an employee's documents on the web, you can see the documents on the employee's profile in the mobile app. 

Once you tap on a folder, you will see a list of all documents in the folder. Tap on a document to see a preview.

When you view the document, you can use two fingers to pinch the screen and zoom in or out.

Tap the three dots in the top right corner to see an option to share the document.

How do I upload a document in the mobile app?

If you have access* to upload a document, you will see the Upload button on your Documents tab in the mobile app.

*If you have access to upload employees' documents on the web, you can see the Upload button on the Documents tab on an employee's profile in the mobile app. 

You can upload a document in the mobile app with one of the following options:

  1. Scan Document - This option opens up the Camera app on your mobile phone and allows you to take a picture of the document in order to scan and upload it (see below). Once you complete this action, it will remove the extra space around the image and format it into a document file.
  2. Take Photo - Use the Camera app on your phone to take a picture of the document. This option is similar to taking a regular photo on your phone. It will not cut out the extra space and format it into a document file.
  3. Photo Library - Upload an existing photo from your photo library on your mobile phone.

Scan Document

Once you scan and upload a document, you will land on a page to review your capture. You can name the document and choose a folder to store it in.  Additionally, you can tap the Add Another Page option if you need to scan multiple pages before saving the document. When viewing a document page, you can rotate it, re-crop its corners, and enhance it to color instead of the black and white default.

How do I sign a document in the mobile app?

If you have a pending signature request, you will see a notification on Home and within your inbox. Tap Signature Requests to go to a filtered inbox view of any outstanding signature requests.

Tap on a signature request to open the document. You can start your signature by tapping the blue field or the Start button to begin.

When you tap on a field in a document, the screen automatically zooms into the field, and it will turn yellow. You can scroll through the document and move to different pages at any time. The yellow flags in the document will help you find the required fields.

Depending on the field* type, you will get a prompt to complete the field's information. In the example above, I have the option to draw my signature. Once I draw my signature and tap Use, it will show in the signature box. Notice a green checkmark will appear in the top right corner once the field is complete. I will also see an Edit Signature button to edit, or I can tap Next if there are additional fields in the document.

*A red asterisk will appear in the top right corner of each required field. 

Once you have drawn your signature in the mobile app, it will save your signature for future use. You will see an option for "Use Last Signature" in addition to "Draw Signature" for signature fields. This option is also available for the initials field.

Upon tapping Finish, it will take you to a confirmation screen to agree that you are signing the document electronically. If you choose to cancel, you will need to confirm you want to exit the form since it will not save your signature.

Once you tap I Agree, you will return to your inbox and see a confirmation message.  

You can view a signed document by navigating to My Info  > Documents  > Signed Documents, then tap on the document you want to view within the app. If you scroll to the bottom of the document file, you will see the signature information.

What's next?

Do you need to learn how to download the mobile app?

Would you like to learn how to upload your photo to appear in the Company Directory?