How to send a contract for e-signature straight from the record
Send contracts and agreements for signature from any record with DigiSign, place signature fields in the PDF editor, and track, remind or revoke every request.
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Contracts, terms and agreements go out every day on a recruitment desk. DigiSign is built into Recruitly, so you send a document for signature from the candidate's record, or any other record, without a separate e-signature tool.
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Send a document for signature
- Open the candidate and go to Files, then E-Signature Request.
- Click Send for E-Signature.
- Choose the sender, then a template or upload a file. Pick a message template and the email body fills in.
- Add more recipients and a signing order if needed, and CC anyone who should get the signed copy.
- Set visibility: only you, your whole team or selected users.
- Click Prepare for Signing, place the signature in the PDF editor and add checkboxes, editable dates, formulas or drawing fields.
- Preview, then Send.
Track and manage signatures
Progress shows on the record, and signed documents move to Completed. You can send a reminder or revoke the request. The DigiSign area holds every document in one place, plus your senders, document templates, message templates, default visibility, and activity settings so sent, revoked and signed documents count in your KPIs.
See the recruitment CRM and KPI tracking.
Can I send contracts for signature from Recruitly?
Yes. DigiSign is built in. Send from the Files section of a record and track the request until it is signed.
Can signed documents count towards KPIs?
Yes. The activity settings let document sent, revoked and fully signed count in your KPIs.
