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⭕ What is SignRequest, and How Does It Help?
Vincere now offers integration with SignRequest to streamline your consultants' placement process. With this integration:
Clients, candidates, and recruiters can easily open, sign, and countersign documents digitally.
SignRequest allows users to draw or upload e-signatures directly, eliminating the need to print, sign by hand, and scan documents.
#WelcomeToTheFuture
⭕ Setting Up SignRequest in Vincere
To enable the SignRequest integration, follow these steps:
Create a SignRequest Account: Go to www.signrequest.com and sign up.
Create a Team in SignRequest:
Go to your SignRequest account > Profile > Teams.
Generate API Token:
Scroll to API Settings and click Create Token.
Copy the token generated.
Add API Token to Vincere:
In Vincere, go to Marketplace > scroll to SignRequest.
Click on SignRequest, paste your API token, and you’re all set!
⭕ Getting Started with SignRequest
Once SignRequest is enabled:
Whenever a client contract or offer is sent, recipients can sign directly through the integration.
Both candidates and recruiters can easily countersign, making the process quick and seamless.
💡 TOP TIP: Using Multiple SignRequest Accounts
For companies with multiple brands in Vincere:
You can set up different SignRequest accounts for each brand by following the steps above with each account’s unique API token.
Please note that this tip is just only works with SignRequest, not other integrations.
⭕ SignRequest Enhancements
Building on the existing SignRequest integration to improve configurability and ease-of-use.
🌟 In Sign Request setup:
New configuration on Sign Request App setup page (in Marketplace)
🌟 When sending Offers:
You have an easy-to-follow 4 steps process in place:
Step 1: When sending offers to candidates, you can choose either to send only emails from SignRequest or from Vincere.
Step 2: Allow users to preview the sequence of signatures.
Step 3: Preview and Edit the offer.
You can click on 'Change template or Edit Document' to make changes.
Step 4: Send to candidate
🌟 After the offer is sent:
Track the status of signatures from Signatories (at the Offer stage)
Once all docs are signed move the candidate to the Placed stage as "starting" if the start date is in the future, or "Active" if the start date is in the past.
Please see it in action in the video below ⬇️
🤝 Need Support?
If you need any assistance related to SignRequest, please contact SignRequest Support Team via this LINK:
Contact SignRequest support for help locating your API token.
📝 Note: If you initially used a sandbox account, upgrade to a paid SignRequest account and create a new API token to remove any watermark.
Happy Recruitment #TheVinnyWay🤩