This article aims to simplify the retrieval of timesheets signed by the client.
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Process for Sending the Timesheet to be Signed
From your employee's timesheet, you can send a unique link from Boond with the document to be validated by the client (without needing a log in/password).
Verify the Information
Once the timesheet is filled in, you can click the Signature button and:
Specify the document to be signed
The client PDF will send the client Activity Report (CRA) from BoondManager
You can also attach another document
Download and thus view the sent document
Specify the expected validator's email address
Send the document
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Note
The address entered for the validator will be automatically reused for future times.
Once sent:
the selected document is automatically attached in the Signed Documents section and as an attachment with the status "Document pending signature"
in the Pending Task section, you can see who sent it, when it was sent, and thus see your progress in the validation process
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Signature by the Client
The person specified as Validator will receive an email with a unique code allowing them to validate the sent document.
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Note
It is possible to customize the email template for sending by going to Administration > Global Settings > Activity and Expenses tab.
Once validation is completed, the person whose email address was entered as Validator receives a confirmation email.
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Reception of Signed Timesheets
The expected task is thus completed and by clicking on the project name you can view a number of details
The attached document is flagged as Signed Document
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Timesheet Signature Reminder
If needed, you will have the option to remind the validator.
They will then receive a reminder email.
Note
It is possible to customize the reminder email template by going to Administration > Global Settings > Activity and Expenses tab.