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CadreCadre Help Centre

Documents and e-signature

Cadre holds the documents your organisation keeps about each employee, and sends contracts and letters for signature without printing or scanning anything.

Who can manage documents, templates and signature requests: Owner, HR admin.

Employees see the documents you share with them, and sign what you send them, under My documents. See Help for employees.

What you can do

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  • Keep documents on an employee’s record: contracts, IDs, certifications and permits, each shared with the employee or kept for HR only. See Documents on an employee’s record.
  • Write templates: contracts, offer letters and policies with merge fields that fill in each employee’s details, written in Cadre, imported from Word, or uploaded as a PDF. Start from Cadre’s library if you like. See Document templates.
  • Send for signature: each signer is emailed a secure one-time link and signs by drawing their signature or typing their name. Cadre records evidence of every signature, and files the signed PDF on the employee’s record. See Send a document for signature.
  • Watch expiry dates: Cadre alerts HR, and the employee if you choose, before a permit, certification, contract or ID expires. See Expiring documents.

Where to find it

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In the menu, under Documents:

  • Signature requests: everything you have sent for signature, and where each one stands.
  • Document templates: your templates and Cadre’s library.
  • Expiring documents: documents that have expired or expire soon, with a count of open alerts.

An employee’s own documents are on the Documents tab of their profile.

The Signature requests list, showing each document sent, its employee, status, who it is waiting for and its sign-by dateThe Signature requests list, showing each document sent, its employee, status, who it is waiting for and its sign-by date

How documents are kept

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  • Documents are never deleted. You archive one with a reason, and it stays on record.
  • Every download goes through Cadre, which checks who you are and what your role allows. Nobody is given a direct link to the stored file.
  • A document sent for signature keeps the exact version and text it was sent with, even if the template changes later.
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