An employee is the entity that represents a person where a signature will be addressed to. An admin user can invite employees individually or massively.
Also, an admin has the permission to attach employee profiles to a certain team and deploy signatures to them.
The fields that compose an employee profile are:
- First Name
- Last Name
- Job Position
If you are an admin and is inviting a single employee, you will be asked to fill in all the fields listed above, but only First Name, Last Name and Email are mandatory.
And, if you are inviting employees in batch, you should upload a .CSV file with the columns named
firstName, lastName and email.
If you don't know or can't fill in all the desired fields that aren't mandatory, do not worry about it. All employees will receive their own profile page, which these fields can be edited at any time.
These fields will be used to compose their signatures. Although they are not mandatory, they will need to fill them out. Otherwise, your signature will return a result of type null whenever a certain field is called and has not been completed.