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brittany-bertsch
Level 2

I would like to please find a way for employees to e-sign their documents through WorkZone, to save in the 'documents' area of the employees tab. Is there an add on app?

 
6 Comments
Kristian_S
QuickBooks Team

I would like to please find a way for employees to e-sign their documents through WorkZone, to save in the 'documents' area of the employees tab. Is there an add on app?

Hi brittany-bertsch,

 

Thanks for reaching out to us with this enquiry.

 

At the current moment there is no way to e-sign documents through WorkZone.

 

The closest thing to this that I can think of is the acknowledgment feature that you can use in WorkZone.

 

There is a good article that explains how this process works that you can access here

 

This would be great to send through to the Product Team, so I would definitely be putting this in the Feedback section of QuickBooks (Settings > Feedback).

 

I hope this answers your question, let us know if you still needed any guidance.

 

Kristian. 

Fiat Lux - ASIA
Level 15

I would like to please find a way for employees to e-sign their documents through WorkZone, to save in the 'documents' area of the employees tab. Is there an add on app?

@brittany-bertsch 

You may have 2 options:

1. Consider Docusign for your documents and utilize a connector to automate the process and move the signed documents automatically to GDrive or OneDrive. You may access the signed documents on WorkZone later.

https://automate.io?ref=quickbooks

 

2. Utilize this app to create a document and run the workflow including the approval process.

https://processstreet.grsm.io/teamwork

then utilize a connector to automate the process and move the signed documents automatically to GDrive or OneDrive.

https://www.integromat.com/?pc=quickbooks

  

brittany-bertsch
Level 2

I would like to please find a way for employees to e-sign their documents through WorkZone, to save in the 'documents' area of the employees tab. Is there an add on app?

Thanks for this. I am guessing, though, that by adding to GDrive or OneDrive that this will NOT automatically add to workzone? I will need to manually add that myself?

Fiat Lux - ASIA
Level 15

I would like to please find a way for employees to e-sign their documents through WorkZone, to save in the 'documents' area of the employees tab. Is there an add on app?

WorkZone integrates with GDrive and OneDrive.

brittany-bertsch
Level 2

I would like to please find a way for employees to e-sign their documents through WorkZone, to save in the 'documents' area of the employees tab. Is there an add on app?

what about with iCloud? :D

Fiat Lux - ASIA
Level 15

I would like to please find a way for employees to e-sign their documents through WorkZone, to save in the 'documents' area of the employees tab. Is there an add on app?

WZ supports GDrive, OneDrive, Box, and Dropbox. All connectors I mentioned earlier support them all.