What is convenient digital signature on the portal

We were approached by a customer whose employees work remotely from different regions. To sign documents within the company, they used the services of various delivery services, sometimes sending documents by mail.

This caused a lot of inconvenience, especially a lot of time was spent on shipping and waiting.

And since there is a flexible Bitrix24 tool available, it was decided to automate this process.

Now signing documents requires a minimum amount of time and actions on the part of employees.

How it works

We will tell you in detail using the example of applying for a vacation, since a number of conditions are taken into account here.

The employee starts the process on the portal and fills in the required fields:

• vacation start and end date;

• type of vacation: paid or at your own expense (this information is transmitted to 1C);

• comment and substitute (filled in if necessary, for example, if the manager is temporarily absent and there is an employee who replaces him, then you need to select him).

After clicking on the Submit button,the process passes to the head of the departmentThe that must approve or reject the leave.

Final stage -signing of the application by the General Director.

A document (pdf) with an application from 1C is automatically transferred to the portal. The director is given a task to sign along with the file.

After signing the application, the file can be saved to any folder on Disk.Bitrix24, and you can grant or hide access to view this folder.

Employeenotes that he has with the application and signs it for his part.

Preceives a notificationthat the vacation is issued

Chips

1. During the application approval process, all participants receive relevant notifications and statuses on the portal

2. Data synchronization with 1C. Vacation start and end date, vacation type and other required fields are transferred to fix the status. In case of any errors during synchronization (lack of connection, Internet, technical work, etc.), an information message is sent to the email of the responsible employee, at which stage the error occurred.

3. Checking the relevance of the digital signature is configured. If the validity period has expired or there is another problem, then a notification appears on the portal