One of the powerful features available within Advanced Workflows is the ability to request electronic signatures on forms or documents. This functionality helps streamline the hiring process by enabling you to collect signatures from candidates quickly, securely, and efficiently.

For general instructions on how to initiate an e-signature request, please refer to the basic steps found in this article: Advanced Workflows.

In this article, we’ll specifically cover how to send a Request for E-signature using Advanced Workflows. You’ll have the option to send either a form or a document for signature, depending on your needs.

Request E-signature on a form

When you select Send a Form, you'll be brought to a screen to configure the request. Here's what you'll need to complete:

• Request Name – Enter a clear and descriptive name for the request.
• Description – Provide a brief explanation of the form’s purpose.
• Assign To – Select the candidate or target who should complete the request.
• Due Date – Set a due date for when the form should be completed.
• Signature Requirement – Indicate whether a signature is required.

Important: If the document contains sensitive information, it is recommended to restrict access to Admins only so that it lands in the Restricted Files tab of the candidate profile. Otherwise, the completed form will appear in the Files tab.

On the next screen, you will have the choice to build your form or convert an existing form into an online pdf form automatically. 

After creating your form, you’ll be taken to a preview screen. This allows you to review exactly how the form will appear to the recipient. Once you’ve confirmed everything looks correct and the form is ready to send, simply click Send Request to proceed.

Once the request is sent, the recipient will receive an email notification letting them know they have tasks to complete. The email will contain a link that takes them directly to the task, where they can view and complete it.

Note: If this is the recipient’s first task, they will also receive a separate email indicating that their account has been created. This email will prompt them to set their password before they can log in and complete the task.

Request E-signature on a document

When you select Send a Document, you'll be brought to a screen to configure the request. Here's what you'll need to complete:

• Display Name – Enter a clear and descriptive name for the request.
• Display Description – Provide a brief explanation of the document's purpose.
• Assign To – Select the candidate or target who should complete the request.
• Due Date – Set a due date for when the document should be signed/completed.
• Signature Requirement – Indicate whether a signature is required.

Once the request is sent, the recipient will receive an email notification letting them know they have tasks to complete. The email will contain a link that takes them directly to the task, where they can view and complete it.