In this article you'll learn how to create and send digital signature requests for PDF offer documents to candidates. This feature allows you to streamline the offer process by having candidates electronically sign documents, with the ability to track signature status and access both signed and unsigned versions. This article is relevant for Admin, HR Admin, and users with custom profiles that have been granted digital signature permissions.
Digital signature requests can be created only for PDF documents.
By default, the Admin and HR Admin profiles have permission. Custom profiles with the below permissions can be created under Settings > Profiles and permissions to provide access to other employees.
To create a digital signature request, please follow the next steps:
Under Recruiting > Candidates > Candidate profile > Offer, click on the New offer button
Click on + Attach offer file and upload the offer document
Add the Personal message to the editor if required
Click on Send offer button
The candidate will receive an email to view and sign the document.
Once the candidate signs the document the status changes from Awaiting response to Signed. You can click on the document to review the signed document. Also, the unsigned and signed documents will be available under the Attachments section of the respective candidate.
The signed document will have the text "DigitalSigned" added to the actual name of the document.
