Custom Document Signing
Lead Product Designer • Everee
Building a custom e-signature experience that streamlined onboarding, reduced friction, and gave customers full control over their HR documents.
Deliver a seamless, in-product e-signature that replaces third-party tools
Our HR platform needed a document signing solution tightly integrated with payroll and compliance workflows. The objective: remove external dependencies, reduce complexity, and keep authoring, signing, and storage in one trusted place.
Identified friction from external signing tools and compliance risks
Talking to both customers and internal stakeholders revealed the gaps:
- Customers were using external tools like DocuSign, which disrupted the flow of onboarding.
- HR managers wanted the ability to manage document templates and track signature status without jumping between platforms.
- Compliance was at risk if documents weren't stored centrally.
From a business perspective, document signing was a key blocker in positioning our platform as an all-in-one HR solution.
Benchmarked e-signature patterns
Through interviews and competitive analysis, I mapped out critical requirements:
- Flexibility: HR teams needed reusable templates.
- Clarity: Employees needed a frictionless signing experience on any device.
- Traceability: Compliance officers required audit trails and secure storage.
Template management, guided signing, real-time status, and secure storage
I delivered a system centered on usability and trust: Template management for offer letters and compliance docs, a guided signing flow that highlights required fields, real-time status tracking (sent, viewed, signed), and a centralized repository with audit trails. Collaboration with engineering focused on encryption and retention policies.
Adoption surged and onboarding time dropped
The custom signing tool launched as a fully integrated feature in our HR platform:
Remove friction, build trust, and keep teams in-flow
Replacing external dependencies with a streamlined in-product experience reduced risk and boosted confidence. By balancing simplicity with compliance, we strengthened the platform’s value as a truly end-to-end HR solution.