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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 youโ€™d like to use, set up the document, choose your signatories and select to link the document to a job, and hit send:

๐Ÿ”ฅ 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

๐Ÿ”ฅ PRO TIP: Track SignRequest status from Send Document action

๐Ÿ”ฅPRO TIP: You can edit the document name before sending out the document

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