- Open the menu (More on a phone) and choose Policy sign-offs.
- Click “+ Add policy”, give it a name, choose the PDF and click “Save policy”.
- Click “Email everyone who hasn’t signed”. Each employee gets a private link.
- They open the policy, check “I have read this policy and agree to follow it”, type their name and tap Sign.
Click “Show who signed” to see each person’s status. Use “Copy link” to send someone their link by text. “Download report (CSV)” gives you a record with names, dates and times for your files.
When a policy changes, click “Upload new version”. Everyone is asked to sign the new version, and the old signatures stay in your records.
Tip: Each signature records the typed name, date and time, the device and a fingerprint of the exact file that was signed. If you need signatures for legal purposes, check with your lawyer that this meets your needs.