Some HR documents require approval before signing. For example, you may need a manager to confirm a bonus amount.

In Bitrix24 e-Signature for HR, you can assign an approver. This person reviews the document and then sends it to the company representative for signing.

Choose approvers

When you start the signing process, you can assign one or more approvers. They receive the document after all data is filled in and ready for final review.
Send documents for signing using Bitrix24 e-Signature for HR

You can add up to 20 approvers. The system sends the document to each person in the order you set.

To add an approver:

1. Click Add approver.
2. Click Select.
3. Choose a user from the list.

If you need to approve a document without signing, use workflows in Bitrix24.
Workflows in Feed

Approve a document

When a document needs your approval, you get a message in Bitrix24 chat. You can approve documents in the web version or the mobile app.

Web version

Mobile app

To review and approve:

1. Open the message.
2. Click Review and approve.
3. Check the document.
4. Choose an action:

• Click Approve if everything is correct.
• Cancel the process if you find errors, such as incorrect personal data.

After approval, the document moves to the next signing party.

You can also track documents that need approval. A counter appears in e-Signature for HR > My documents. It shows how many documents are waiting for your review. Once you approve a document, it is removed from the list.

To approve a document in the mobile app:

1. Open the message.
2. Tap Review and approve.
3. (Optional) Tap View signing parties to see all participants.
4. Review the document.
5. Tap Approve > Approve document.

After approval, the document moves to the next signing party.