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.

Job vs Job Templates

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

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

• 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

• EasySign documents are found in either Checklist Page or Onboarding sections

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

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

Actions

• Edit or Remove the document by clicking the appropriate button

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

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
• If you are the signer, you will see a Initiate status button

Signing and Sending the EasySign Document

• Click Initiate to begin signing the document
• In the pop-up window, complete all company fields, including signature
• 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

• The status button should now say Requested           
• Once the candidate signs the document, you will be able to View the document 

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

• Click the toggle button to enable Send EasySign Templates notifications
• Click the toggle button to enable Send daily summary of EasySign Templates notifications

For questions, comments, or issues, please contact us!