---
title: Add EasySign Documents to Jobs
description: In order to send documents created using EasySign Templates to candidates, they must first be added to jobs or job templates. Learn how to add EasySign documents to your jobs below.
---

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# Add EasySign Documents to Jobs

## In order to send documents created using EasySign Templates to candidates, they must first be added to jobs or job templates. Learn how to add EasySign documents to your jobs below.

Some features may not be available to you at this time. Please **[contact us](https://learn.talentcare.com/knowledge/kb-tickets/new?hsLang=en) **for questions or issues.

### Job vs Job Templates

To add an EasySign document to your job template, you will need to view and edit your job configurations.

Learn how to edit your job templates here: [**Edit Job Templates**](https://learn.talentcare.com/knowledge/edit-job-templates?hsLang=en)

Adding EasySign documents requires editing the job template settings. Learn more here: **[Edit Job Templates - Settings Tab](https://learn.talentcare.com/knowledge/edit-job-templates-1?hsLang=en)**

Once you've determined whether the EasySign document will be added to a job or job template, the process for adding the documents is the same.

### Add EasySign Documents

This process does not apply to EasySign Offer Letters. Learn more about adding EasySign Offer Letters to jobs and job templates here: [**Add EasySign Offer Letters to Jobs**](https://learn.talentcare.com/knowledge/add-easysign-offer-letters-to-jobs?hsLang=en)

- Click the **Add **button at the top of the *Screening and Hiring Tools* tab
- In the pop-up window, select the EasySign template you'd like to add
- Click **Save**

![](https://learn.talentcare.com/hubfs/addEasySign-gif.gif)

- EasySign documents are found in either *Checklist Page *or *Onboarding* sections

The part of the process selected when creating the EasySign document determines the section the document is added to in *Screening and Hiring Tools!*

#### Invite/Auto

-  You can set the EasySign document to be automatically sent to the candidate, depending on the conditions for auto-send. These conditions are outlined in the description for each section

![](https://learn.talentcare.com/hubfs/image-png-Aug-26-2022-05-35-21-26-PM.png)

- If the document is set for manual send, the document can be sent to a candidate at any time

Only non-private EasySign documents with *no *Sender can be set to auto! Learn more here: **[Manage EasySign Templates](https://learn.talentcare.com/knowledge/manage-e-documents?hsLang=en)**

#### Actions

- **Edit **or **Remove **the document by clicking the appropriate button

![](https://learn.talentcare.com/hubfs/image-png-Aug-08-2022-03-19-37-79-PM.png)

#### Signer

When adding an EasySign document to a job, you can choose the signer for the document. However, when adding to a job template, this is not possible.

- To add a signer to an EasySign document added to a job template, proceed to the appropriate job and **Edit **the document, and select the signer

![](https://learn.talentcare.com/hubfs/image-png-Aug-08-2022-03-28-47-62-PM.png)

### Company Signs First

If your EasySign template elects to have someone from your company sign the document before the candidate, there are certain rules regarding notifications and candidate status updates.

#### Notification

Once a candidate reaches the appropriate status in the recruiting process that would send a document, any Hiring Authority and other collaborators on the document will receive notification that the document needs to be signed.

- Looking at the Candidate Process page will provide a status for the document
- If you are *not *a signer, you will see a **Pending Signature** status button![](https://learn.talentcare.com/hubfs/image-png-Aug-08-2022-03-38-48-36-PM.png)
- If you are the signer, you will see a **Initiate**status button![](https://learn.talentcare.com/hubfs/image-png-Aug-08-2022-03-39-40-37-PM.png)

#### Signing and Sending the EasySign Document

- Click **Initiate** to begin signing the document
- In the pop-up window, complete all company fields, including signature![](https://learn.talentcare.com/hubfs/image-png-Aug-08-2022-03-41-09-92-PM.png)
- Once the signature is complete, click **Continue **and complete the signing process
- The status button will now be changed to **Send**
- Click **Send **to have the document sent to the Candidate Portal

Once signed, anyone with the ability to send the document can click the **Send** status button, not just the signer!

- The status button should now say **Requested            ![](https://learn.talentcare.com/hubfs/image-png-Aug-08-2022-03-44-09-90-PM.png)**
- Once the candidate signs the document, you will be able to **View** the document  ![](https://learn.talentcare.com/hubfs/image-png-Aug-08-2022-03-44-56-87-PM.png)

### Notification Settings

Notifications for EasySign documents can be added to the Daily Summary to alleviate the amount of notifications that may come in for documents.

- Head to your Account Settings page to edit your Notification Settings

Learn more about Account and Notification settings here: [**Manage your Account Settings**](https://learn.talentcare.com/knowledge/managing-your-account-settings?hsLang=en)

- Click the **toggle button** to enable *Send EasySign Templates notifications*
- Click the **toggle button** to enable *Send daily summary of EasySign Templates notifications*![](https://learn.talentcare.com/hubfs/image-png-Nov-04-2022-03-33-43-2336-PM.png)

 

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