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Signing Offer Letter via DocuSign

Harsh V
Updated

TABLE OF CONTENTS

☆ Case 1 

With internal stakeholder signatures before the candidate's signature & signature placeholders

  1. You will not be redirected to the DocuSign page. The internal stakeholders whose email address has been mentioned will receive an email from DocuSign.

  2. Click on Review Document.

  3. You will be redirected to DocuSign in a new tab.

  4. The signature placeholder of DocuSign will already be on top of the respective offer placeholder, as shown in the screenshot below.

  5. You can choose the signature that should be used for signing.

  6. It will place the e-sign on top of the respective offer placeholder.

  7. Click on Finish. And respective candidate will receive the email with a signed copy of the offer letter.

  8. They can Decline the offer letter by navigating to  More Options > Decline. The same will be updated in Sense TRM automatically.

  9. For signing the offer letter, they can click on Continue and follow steps 4-7 from above.

☆ Case 2

Without internal stakeholder signatures & signature placeholders

  1. The candidate will receive an email link to review and sign the offer letter via DocuSign.

  2. Click on Review Document, redirecting the candidate to DocuSign in the new tab.

  3. They can decline the offer by navigating to More Options > Decline.

  4. To sign the same, click on Continue.

  5. Drag and drop the signature placeholder from the left panel as required.

  6. Choose a sign and click on Adopt and Sign.

  7. Click on Finish. The candidate will receive an email confirming the completion of the process.

You can learn more about sending documents through DocuSign.

You can view the offer acknowledgment status when the candidate signs the offer letter is ready. Also, you can view and download the signed offer letter from the respective candidate card in Sense TRM.

★ View Signing Status

Sense TRM syncs the DocuSign signing status. You can view the same by navigating to the respective candidate card inside the job.

The following status will be displayed:

  1. Offer letter sent to signatories

  2. Offer letter sent to candidate | Yet to open

  3. Offer letter opened by candidate | Yet to sign

  4. Offer letter signed by the candidate: DD/MM/YYYY

You can learn more about sending an offer letter through DocuSign here.

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