Worker eSign Overview

Worker eSign integrates Magnit VMS with DocuSign so MSPs can send worker onboarding and offboarding documents for electronic signature directly from the VMS. Document templates, signing order, reminder cadence, and expiry are configured once at the module level and then attached to specific on/off boarding item templates.

The signing workflow is:

An MSP attaches a configured DocuSign document template to an on/off boarding item template (see Configure an Onboarding/Offboarding Template).
When the item is initiated for an engagement, the VMS sends the document(s) to the worker (and any other configured signers) via DocuSign.
The item shows Pending Signature until all signers complete the workflow.
Signed documents and the full audit trail are stored against the item version in the VMS.

Note:

Items in Pending Signature status cannot be force-completed. The signing workflow must finish or be cancelled by the MSP.

For configuration settings, see Worker eSign Settings. For the task to send a document for signature, see Send a Worker eSign Request. For the worker-side signing experience, see Worker eSign in the worker user guide.

The MSP Admin or SysAdmin role with the Approval Configuration permission is required to enable and configure the Worker eSign module for a client organization.