DocuSign integration allows you to send offer letters, contracts, or any HR documents digitally, ensuring faster onboarding and secure, compliant signing.
Steps to Integrate and Use DocuSign:
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Go to DocuSign Integration Settings
- Navigate to Settings → Integrations.
- Click on the DocuSign option from the list.
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Connect to DocuSign
- Click Connect Account.
- Log in to your DocuSign account in the popup window.
- Grant permission to link DocuSign with the recruitment platform.
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Enable the Integration
- Once connected, toggle Enable Integration to ON.
Steps to Send a Document via DocuSign:
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Navigate to the Candidate’s Profile
- Go to the Candidate Details page from the relevant job pipeline.
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Click “Send Offer” or “Send Document”
- Choose the option to Send via DocuSign.
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Choose a Document Template
- Select a pre-uploaded template from your DocuSign account.
- If not available, you may be prompted to upload one.
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Define Signatories
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Set who needs to sign:
- Candidate
- Hiring Manager
- HR Representative (if applicable)
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Set who needs to sign:
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Send the Document
- Review the preview, add custom message if needed, and click Send.
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Track Signature Status
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Check the signing status in the candidate’s timeline:
- Sent, Viewed, Signed, Declined
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Check the signing status in the candidate’s timeline:
Security & Compliance:
- DocuSign ensures legally binding digital signatures.
- Audit trails are maintained within both platforms.