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Documents & forms

Documents & e-signatures

Share documents, collect acknowledgements, and sign online.

Trickle Hub has three document areas:

  • Document Library — share files with staff and require acknowledgement.
  • Company Documents — HR documents you send for e-signature: place signature fields, send, and track who has signed.
  • HR Documents — templated documents (offers, contracts) generated per employee, with signing.

Signing

When something needs your signature it appears under To Sign with a badge. Open it, review, and sign in the browser. Admins see the signing status of every recipient.

Forms

Use Custom Forms to collect structured responses (reviews, surveys, onboarding questionnaires), assign them to people, and review submissions.

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