How to Create an Instruction for Staff

Instructions are rules for staff that a staff member (or a new hire at an interview) reads and signs via a link, without signing in to the app.

1. Open "Settings" → "Instructions" → the "Instructions" tab.
2. Click "Add Instruction".
3. Enter a name (for example, "Electric Cars") and the text — headings, bold, italic, underline, and lists are available. Images are not supported.
4. Publish it once the text is ready.

What to Do If… #

…you want to be sure a staff member actually read it to the end? Turn on "Honesty Check" — the "Done" button only becomes active after the page has been scrolled almost to the end.

…an instruction needs to be corrected after publishing? Editing creates a new version. Signatures already collected stay linked to the previous version of the text — in the log they will be marked as outdated.

…an instruction needs to be removed entirely? If someone has already signed it — it cannot be deleted, only archived: it will stop being offered for signing, but the log and PDFs of all signatures will remain untouched.