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Send Documents to Candidates - Using SignRequest
Send Documents to Candidates - Using SignRequest

How to send documents using SignRequest

Ines avatar
Written by Ines
Updated over a week ago

To send a document to a candidate, go to Actions and you will see any documents that have been previously sent to the candidate using SignRequest, or you can press Send New Document to send a new document.

When you send a new document, you can then configure the email options. To send using SignRequest, select 'Send SignRequest email only' and choose which email template you’d like to use, set up the document, choose your signatories and select to link the document to a job, and hit send:

🔥 PRO TIP: You can configure the email template in Settings > Email Templates > Template Number 17.3.

You can find and filter down all Candidate Documents in SignRequest Library

🔥 PRO TIP: Track SignRequest status from Send Document action

🔥PRO TIP: You can edit the document name before sending out the document

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