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⭕ Overview: What is RSign for Vincere?
RSign for Vincere lets you send contracts, documents, and forms for eSignature directly from your Vincere platform. Signed documents and certificates are automatically returned to the appropriate Vincere record, streamlining your workflow.
🗝️ Key Features:
Send eSignature requests from Candidate, Job, Company, or Contact records.
Track status updates and receive signed copies directly in Vincere.
Use or create templates for repeated use.
⭕ Getting Started with RSign
To begin using RSign within Vincere:
Book your RSign demo: Click here to book a demo
Integration Setup: Check out the Help Article how to setup the RSign service for Vincere.
Pre-requisites
Before using the integration, ensure the following:
✅ You have an active RSign account with the appropriate user plan.
✅ The user is registered in RSign using Vincere admin credentials.
⭕ Using RSign in Vincere
Different RSign features are available to Vincere users within this integration, as described in each use case below:
🎯 Use Case 1: Sending an RSign Envelope
Log in to Vincere.
Go to a record (Candidate, Job, Company, or Contact).
Open the Integrations tab and Select RSign.
Log in to RSign (only once unless session expires).
If accessing for the first time, authorize with Vincere credentials.
🛑 Pop-ups must be allowed in your browser.
Chrome:
1. Click on Settings and click Privacy & Security.
2. Site Settings, then click Pop-ups.
Edge:
1. Click on Settings and click Site Permissions.
2. Then click Pop-ups & redirects.
3. Click on Add and enter the URL in the Allow section.
Click Send Envelope.
Step 1/2 – Prepare Recipient & Docs.
Recipient auto-filled (from Candidate/Contact).
Click + Document to attach Vincere files.
Apply Templates or Rules (RSign or Vincere).
For Company records, click Contacts > check Display Vincere Contacts.
You can add documents from the triggered candidate in Vincere by clicking on the + Document button and selecting Vincere from your available drives or adding documents for any of the other supported sources.
👉 You can also apply Templates or Rules by clicking on the + Template or + Rule buttons and selecting the one to be applied. A pop-up will display all the RSign templates/rules along with all the Vincere templates/rules stored for the logged in user, represented with a VC symbol.
From a Company record, users can add Vincere Contacts as recipients by clicking Contacts and checking Display Vincere Contacts.
Fill in details on Step 1/2 of the RSign prep page, then click Next to go to Step 2/2.
Review uploaded docs and drag & drop Fillable Fields (Signature, Initials, Text, etc.).
For Text fields, Vincere data (First Name, Email, Phone, etc.) can be auto-inserted.
Click Send, and the recipients get the envelope by email.
If Vincere fields exist, they auto-populate; missing ones must be completed by the signer.
An Activity is created for the triggered entity with all status updates.
Activity auto-closes when completed.
If expired, canceled, or rejected → note is added, activity stays open.
⚠️ Not supported for Company records.
Once all recipients sign, the final signed doc is auto-sent back to the Files tab of the originating record (if your RSign admin enabled this setting).
🎯 Use Case 2: Creating an RSign-Vincere Template
RSign-Vincere Templates let you create reusable eSignature workflows with dynamic Vincere data.
Log into Vincere.
Navigate to Candidates, Contacts, Jobs, or Companies.
Select a record from the list.
Select RSign in the Integrations tab.
Log into the RSign system within Vincere with your RSign credentials (only if not previously logged in or with an expired session).
Click on Create Template or Rule.
In Step 1/2, add roles, documents, and a message template.
In Step 2/2, drag and drop fillable fields (Signature, Text, Vincere fields, etc. – varies by record type).
Click Save to create the template or rule, which can then be reused from Vincere.
After saving, you are redirected to the Integration Homepage where you can create or edit templates, send envelopes, and review sent envelopes under All RSign Envelopes.
🤝 Need Help?
The RSign team will answer any questions in a timely manner.
Simply submit your request or contact your Customer Success agent.
Happy Recruitment #TheVinnyWay🤩