This article covers how to prepare a document for upload in Horizon for employee review and signature.
Accepted document format for upload: PDF
TABLE OF CONTENTS
How to create a document for signature
Your dedicated Customer Success Manager can help your team upload and set up documents that require signature.
Before uploading a document for signature in Horizon, we recommend the following to ensure consistency:
Plan your fields
1. Decide which fields you'd like to include in your document. The available fields include:
Note: Every document must include at least one Signature field. | Field | Purpose |
| Signature* | Captures a full signature and timestamp from the recipient. |
| Initials | Captures a short-form signature, typically used to acknowledge individual pages or clauses. |
| Name | Auto-fills or collects the recipient's full name. |
| Auto-fills or collects the recipient's email address. | |
| Date | Captures or auto-fills the date the document is completed or signed. |
| Text | Allows short written responses. |
| Number | Restricts input to numbers only. |
| Radio | Presents a set of options where only one can be selected. |
| Checkbox | Allows the recipient to select or confirm an option. |
| Dropdown | A selectable list of pre-defined options. |
*Required
2. Leave blank space where each field should go, with enough spacing between fields.
Consider the type of document that is being signed and its recurrence
For a template that will be reused, avoid including information that changes often, such as a specific person's contact details. Use generic contact information instead, so you don't need to upload a new version every few months.
For documents that serve a similar purpose (e.g., policies, NDAs), use a consistent template and field layout. This gives the staff who need to sign a predictable, clean, and consistent experience each time.
Tips before you save and send
Save the document as a PDF and send it to your Customer Success Manager for upload. Keep the following in mind:
- Finalize the content before sending. Once a document is uploaded and set up as a service, changes require a new version to be uploaded.
- If you have multiple related documents to send together (e.g., a policy and its acknowledgement form), send them to your Customer Success Manager at the same time.
- If the documents need to be signed in a specific order, note the intended order when you send them.
- Use a consistent naming convention (e.g., document name plus effective date) to help track versions, especially for recurring or annual documents.
- Use a native, text-based PDF rather than a scanned image to ensure clarity.
- Do not password-protect the PDF.
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