Setting up Sapling

Setting up Documents

How to add new Documents, Document Requests, and Documents Packets to Sapling

With Sapling, all of your documents can be e-signed and stored directly within the platform (thanks to our integration with HelloSign) ✍🏾. 

There are 3 types of documents within Sapling: 

  1. Signatory Documents
  2. Upload Requests
  3. Document Packets

Let’s start with Signatory Documents. These are any type of documents that require a review and a signature(s) - for example: Team Handbooks, W-4s, I-9’s, etc. To create a new signatory document, go to Documents from the lefthand side admin panel. Click “Add Document to Sign”, select your co-signer (if applicable), upload your document, and choose what pieces of the form require what action from the signee. 

Upload requests are tasks that get assigned to an employee with the intention to have them upload a specific document into Sapling (for ex: passport photos, copy of their driver’s license, etc). *Note: Once you create the request, you can assign that request either a) during onboarding or b) directly from an employee’s profile. Learn more about this in our help article about Documents.

Lastly, Document Packets are a way to combine documents into a collection that new hires can review/sign during their onboarding with Sapling. Typically, we see these being most helpful in combining necessary documents based on location or role type (for ex: “New Hire - UK Engineering Team Documents” vs. “New Hire - USA Engineering Team Documents”). To create a new packet, go to Document Packets > Create New Packet, and specify what documents you’d like to include in that particular packet. 

Still no luck? We are here to help!

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