One of the valuable features within Advanced Workflows is the ability to request documents directly from candidates. This functionality helps streamline the hiring process by allowing you to easily collect important materials—such as signed forms, identification, or onboarding documents—while keeping communication organized and timely.

For general instructions on how to request a document, please refer to the basic steps found in this article: Advanced Workflows                                                    

In this article, we’ll specifically cover how to Request a Document using Advanced Workflows.

When you select Request 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 and/or what you're requesting from the candidate.
• Assignee – Select the candidate or target who should complete the request.
• Due Date – Set a due date for when the document should be signed/completed.
• Permission- Set where the document will be visible in the applicant profile. (Admin only means Restrcited Files tab, otherwise it will be visible in the Files tab)

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