If you haven't set up your SignRequest account integration yet 👉 click HERE
Click on the links ⬇️ to skip to the section you're interested in:
⭕ Configuring SignRequest in Vincere
To configure SignRequest, go to Settings > Marketplace and click the SignRequest tile. Then, select the Additional Configurations tab, where you can adjust:
Signatories: Add users in Vincere who will sign the documents sent to clients or candidates. Select users by clicking the Signatories box and choosing from the dropdown.
Automatic Placements:
Workflow 1: Automatically move the candidate to Placed stage when document is signed by all signatories.
Workflow 2: Send an email with contract information to the job owner and the specified accountant upon placement.
Please refer to this article for your visual guidance:
📂 For Accountant Email setup, refer to this link.
⭕ Setting Up Emails & Contract Templates
🎯 Email Templates:
If you want to see the pre-configured templates or set up yours as they are available for customization please follow the steps below: ⬇️
Navigate to Settings > click on Email Templates
Look for Number #17 which includes all the templates for SignRequest Integration
Once done, please click on Save.
🎯 Contract Templates:
Configure candidate and client contract templates in Settings > Document Builder. Use wildcards (merge fields) to auto-populate data in contracts.
📂 For more on email template setup, refer to this link.
⭕ Using SignRequest to Send Offer Letters
📧 Sending Offer Contracts to Candidates
From the Offer Chevron or Job Pipeline:
Click on the candidate that you wish to send > Click on the Actions button > click on Send Offer to Candidate, review the details
📧 Sending Contract Documents to Clients
From the Contacts page:
Select a contact, click Actions > Send Document. You can also access this from the Contact's Quick View or Profile under the Actions button.
🎯 Steps to Send via SignRequest
Step 1: Choose Send with SignRequest email only.
Step 2: Preview the document, and make edits if needed.
Step 3: Confirm signatories.
Step 4: Send when ready.
Please refer to the video below for your visual guidance:
⭕ Tracking the Contract Status
Once sent:
Candidate Offer Contracts: Track under the Candidate Offer page.
Client Documents: Navigate to Show More Menu > File Library > SignRequest Tab
Please refer to the video below for your visual guidance ⬇️
⭕ Receiving Signed Contracts
When all parties sign:
Both you and the candidate/client will receive a final email with:
The signed document.
A digital certificate proving document integrity with IP info & timestamps.
📝 Note: Please note that the final email & documents will only be made available after all designated signees have signed the document.
If you have signed but haven't received a copy yet then there still is another signee that needs to sign.
⭕ Document Storage and Search
Signed documents are stored in:
Candidate File Tab: For offer contracts.
Contact File Tab: For client documents.
SignRequest tab in File library: Use filters to view details.
All documents are consolidated in the File Library with search and filtering options.
Happy Recruitment #TheVinnyWay🤩