2018-07-18 Signing Documents (Recruit)

You can now send documents in Recruit and have the applicant sign them.  This feature can be used for Offer Letters as well as any other documents that you create in ApplicantStack Recruit that may need an applicant’s signature.

We start with creating a document in ApplicantStack.  To do this see Library – Documents.  Once you have created this document, you can assign or attach it to your desired candidate.  Click the candidate’s name.  You will see the Candidate’s Summary Tab.  Look for an option on the right menu labeled “Create Document”.  Clicking this option will present you with the following screen:

Select the document that you wish to assign to and have the candidate sign.  Click submit.  If your document has any document fields, you will be able to supply answers to those fields at this point.  Once you have supplied your answers (if any), click Next and you will be presented with the following screen:

On this screen you can rename the document as well as make any edits to the document.  Once you click Save, a PDF of your document is generated and will appear on your candidate like below:

You will notice that the newly created document has a status of Not Sent.  When you are ready to send your document, click the email icon.

This opens up the Email Candidate screen, but there is a very important addition.  This section is titled “Include Documents”.  In this section you can include additional documents that have been attached to the applicant as well as select whether you want the document to have an electronic signature.  If this box is checked, then the email will contain a link to view and sign the document online. If not checked, the document will be attached as a PDF to the email.  Also any documents that have already been signed by the candidate will be sent as an attachment (including their signature), and will not ask for a signature.

Note: Documents created prior to July 16th, 2018 will not be eligible for electronic signature. Please create a new document in the system to require signature.

Click Send and the email will be sent to the candidate.  The status of the document will change to pending. 

When the candidate receives the email, they click the link supplied and are able to read the document and sign it through their web browser using either their desktop or mobile device. 

Once the document has been signed, you will receive an email confirmation of the signature and will see the following on the Candidate Summary Tab.