Use DocuSign for digital signatures

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

1. Go to DocuSign integration settings
   • Navigate to Settings → Integrations.
   • Click the DocuSign option in the list.
2. 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.
3. Enable the integration
   • Once connected, toggle Enable Integration to ON.

Steps to send a document via DocuSign

1. Navigate to the candidate’s profile
   • Go to the Candidate Details page from the relevant job pipeline.
2. Click “Send Offer” or “Send Document”
   • Choose the option to Send via DocuSign.
3. Choose a document template
   • Select a pre-uploaded template from your DocuSign account.
   • If not available, you may be prompted to upload one.
4. Define signatories
   • Set who needs to sign:
     • Candidate
     • Hiring Manager
     • HR Representative (if applicable)
5. Send the document
   • Review the preview, add a custom message if needed, and click Send.
6. Track signature status
   • Check the signing status in the candidate’s timeline:
     • Sent, Viewed, Signed, Declined

Security & compliance

• DocuSign ensures legally binding digital signatures.
• Audit trails are maintained within both platforms.