Request a Signature

This article outlines the process for requesting a signature for documents in BambooHR. It emphasizes the efficiency gained by utilizing electronic signatures. The guide includes a table of contents with links to video resources and sections on using signature templates, sending signature requests, and addressing situations where a signer is unavailable. To request a signature, users must navigate to the Files tab, select a signature template, and follow the outlined steps to send a request to designated employees. The article also notes that any requests pending for over 180 days will be automatically canceled, and provides guidance on handling requests involving terminated employees. An interactive guide link is provided for hands-on learning.

  • Jul 1, 2026
  • Knowledge

Title
Request a Signature
Article Text
This feature is included in the Core, Pro, and Elite packages.

How do I request a signature?

Purpose: To teach you how you can request a signature for a document in BambooHR. Utilizing signature documents in BambooHR will save time for you and your employees by sending documents for signature and receiving signed documents electronically. This guide will help you understand how to initiate this process for a signature document.

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Table of Contents

Do you prefer hands-on learning? Our interactive guides will guide you through different aspects of your BambooHR experience. We have an interactive guide specifically designed to show you how to request a signature. You can use the link below to access this guide. All you need to do is modify the "REPLACEME" with your BambooHR subdomain, and you can get started!

https://REPLACEME.bamboohr.com/home?pendo=_uOveQ428G4de7bkWHyHC5LOWlA&step=-_NypbvyXNqJtpPDtwzTBslvNcs

Would you like to watch a video about this topic?

Request a signature from a signature template

Go to the Files tab, hover over a signature template, and click on the pen icon.

You can find a list of current signature templates in the Signature Templates folder, or you can recognize a signature template by its purple template icon.

Send a signature request

  1. Send a signature request to: Type the name* of the employee(s) who need(s) to fill out and sign the document, or request a signature from all employees. You can also start typing in one of your Locations or Access Levels and send by groups that way. Please note that an employee must have access to BambooHR for you to request a signature.
  2. Each document will also require signatures from: This shows a requirement for the additional signer(s) to fill out the document's fields and sign the document.
  3. Message to Signers: A pre-filled message will appear for the signers, but you can customize the message when needed.

After you set up the signature request, click Send Request. A green Signature request has been sent to 'Employee Name' banner will appear and the first signer will receive an email notification about your signature request. Please note that it will say the request was sent to the employee regardless if they are the first signer or not, however, it will still follow the signing order set up in the template. 

*In the Send box, you can send a document to the specific employees you named (you can type in multiple employees within one request), users in an entire access level, or employees in a specific location. The document will send to any employees matching the set criteria.

Please note that the system will automatically cancel any requests that are pending for more than 180 days. You can resend the request if it is still needed. Automatically canceled signatures will not show in the signed documents report.

What if a signer is no longer able to sign the document?

If an employee whose signature has been requested is terminated, and they are the only signer added to the signature template, the signature request will be automatically canceled. The signature request will no longer appear in the Signed Documents report for that particular signature template.

If a multi-step signature request is pending, and the terminated employee is still an attached signer, you can bypass the terminated employee. 

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