One of the valuable features within Advanced Workflows is the ability to send documents directly to candidates. This capability helps streamline the hiring process by enabling you to share important materials—such as offer letters, company policies, or onboarding resources—quickly and efficiently, keeping communication organized and timely.

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 Document using Advanced Workflows. 

When you select Send a Document and click the 'Launch' button, 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.

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.