<aside> 💡 You can now add additional documents to E-signature offers sent out for the candidate to sign. You can opt to add more E-Signature Documents or PDFs with additional information for the candidate.

</aside>

Overview

https://www.loom.com/share/4b3b38932f64444b8ef29c0580a5139e

Adding Multiple Documents to an E-signature Offer

Once you have created your offer and generated your offer letter, you will be able to add additional documents.

To add additional documents to be sent alongside your E-signature offer letter, click Add Documents when viewing the offer. You will then be asked to specify the document type.

PDF: A document included in the E-signature request that doesn’t itself require a signature from the candidates. On selection, you will be asked to upload your file here.

E-Signature Document: A document that the candidate will be asked to sign as part of the E-Signature process. On selection, you can use the drop-down to select your E-signature documents from the templates you’ve already uploaded here. You can read more about E-signature documents at E-Signature Documents.

Upload or specify your PDF or E-signature document, then click Submit or Generate to confirm. Your specified document will then be added to your offer.

Amending the Added Documents

Updating and Deleting a Document

To amend a document, click on it within the Offer Packet section of the offer.

You’ll then have the option to either re-upload the file (if a PDF) or switch the template (if using an E-Signature document).

Be sure to click Submit or Generate to ensure the new document is added.

To delete a document, click on it within the Offer Packet section of the offer, then hit Delete on the pop-up.

You will be asked to confirm this action as this cannot be undone.

Adjusting the order documents are shown in.

You can set the order of the documents within your offer packet by clicking and dragging the documents in the Offer Packet section when viewing the offer.

https://www.loom.com/share/477a8bdbcc6849ff8769b3f0ecfe3ae4

Previewing and Sending the Offer with Documents as an E-Signature Request

Once you’ve added all documents needed, click Send Offer E-Signature Request.

From there, you’ll be asked to assign a company signatory, confirm the signing order, optionally add a request expiration date and set the message accompanying the request.

Once these fields have been completed, click the Preview option to preview your offer packet prior to sending.

Questions or feedback? Let us know at [email protected] - we love hearing from you!