<aside> ✍️ This E-Signature feature works similarly to Ashby E-Signature Offers, and can be used for documents like Non-disclosure Agreements (NDAs).

</aside>

Non-offer e-signature documents can be configured on the following plans: Legacy Plus, Plus and Enterprise.

Section overview:

E-Signature Documents Overview

The E-Signature Documents feature allows your team to request and store signed copies of any document that requires a signature.

https://www.loom.com/share/9f3e32dc5c854b91a80de45d79c82ab5?sid=3c093156-3129-4d69-ae30-bdfa5aed40b0

Configure E-Signature Documents

Add replacement tokens to your document

To create a valid e-signature document, you’ll need to embed the replacement tokens from the E-Signature Documents page within your document template.

Copy tokens to your clipboard by clicking on them

Paste copied tokens into the appropriate places in the document

Export your document in .docx format

The document template must be in .docx format when uploaded, so export the completed template to this format before uploading it to Ashby.

Upload and validate your document

Once the document is ready, navigate to the E-Signature Document Templates page, then:

1. Click + New on the right side of the page.
2. Give the document a title
3. Drag and drop or browse to find the file, then upload it. Ashby will check the file:
   1. If it’s valid, the indicator will turn green, and you’re done!
   2. If it’s invalid, the indicator will remain red and you’ll receive an error message with instructions on how to update the file.

Set filters for your e-signature document (optional)

When uploading and validating your e-signature document template, you'll see the option Only allow using this E-signature Document Template on specific job considerations? Check this checkbox if you'd like the e-signature document template to only be an option that's available for specific job considerations.

Once you've checked this checkbox, you can then configure a rule by clicking + Add Field to Match and adding filters connected to the job consideration like region, interview stage, department, and more. Any job consideration’s meeting this criteria will list this e-signature template as an option when generating an e-signature request.

Manage your documents

If you’d like to archive a document, visit it and click the red Archive button on the right.

You can visit and reactivate archived documents by changing the filter from Active to Archived

Use E-Signature Documents