Send a Worker eSign Request

Send an on/offboarding document to a worker for electronic signature via DocuSign. The on/off boarding item template must already be configured with a DocuSign document template (see Configure an Onboarding/Offboarding Template).
  1. Navigate to More > On/Off Boarding in the MSP view.
  2. Locate the worker engagement and open the eSign-enabled item.
  3. Click Send for Signature.
    The signing modal opens, pre-populated with the configured document template, signer list, and signing order.
  4. Review the signers, signing order, reminder cadence, and expiry. Adjust if your role allows overrides.
  5. Click Send.
    The item moves to Pending Signature status. The worker (and any other signers) receive a DocuSign email and can sign from inside VMS or via the emailed link.

When all signers complete the workflow, the item transitions to Completed. Signed documents and the DocuSign certificate of completion are stored against the item version in VMS for audit purposes.

Note:
To cancel a pending signature workflow, click Cancel Signature on the item. The item returns to its previous status.