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Offer Letters & Document Signing User Guide
Offer Letters & Document Signing User Guide

Overview for how to use electronic signature and offer letters

Updated yesterday

Overview

This article explains BrightMove's eSignature capabilities for creating and managing offer letters in your hiring process.

Key Features

  • Auto-generate offer letters using templates from your document repository

  • Populate letters with candidate data stored in the ATS

  • Send documents directly to your electronic signature service

  • Deliver completed offers to applicants

  • Automatically attach signed documents to applicant profiles

The system streamlines your offer process by connecting your document templates, candidate data, and signature service in one seamless workflow.

To get started using BrightMove’s Offer Letter service, you must be on a software package that includes the eSignature module. If you're not sure if you have access to this module, please contact support for assistance.

eSignature Module Integration with Docusign

BrightMove's eSignature module relies on DocuSign for electronic signature routing and signing. To use this feature within the ATS platform, a subscription with DocuSign is required. Once configured via the Marketplace, all document signing requests within the ATS will be processed through the registered user's DocuSign account.

docusign logo - eCourts 2024

To activate the eSignature module, a user with Manage Company Credentials permissions must enable the company-wide credentials. This is necessary for setting up the link to Docusign for use of the feature across the organization.

Additionally, to be able to send an offer, the sending user must have the Edit Submittal permission. This is necessary in order to attach the offer to the submittal that the offer letter is for.

How To Enable Permissions To Manage Company Credentials & Edit Submittal

Step 1: From your Dashboard, click your Profile icon to expand your Quick Links menu, and select "Settings."

Step 2: Then select "Security"

Step 3: Click the appropriate Employee Role (we've selected "Administrator" in this example.)

Step 4: Use the Search field to find "Manage Company Credentials" and click to enable.

Step 5: Then search for "Edit Submittal" and click to enable.

How To Connect to Docusign and Send Offers

Now that all permissions are enabled, you'll need to connect DocuSign by managing your company's credentials. Those steps are listed below.

The following articles will guide you through the remaining steps of the Offer Letter process:


📒 Note (RPO Accounts only): Before completing any of the above steps, ensure you are in the appropriate Managed Company. Company credentials, like Docusign credentials, are assigned at the company level. You will need to ensure your Docusign credentials are assigned to the proper company.

To do so, click to expand your Managed Companies list, select the appropriate company, and click "Go."

Summary

We hope this user guide and accompanying LightHub articles provides you with a comprehensive understanding of the Offer Letters & eSignature features and functionalities. If you need assistance, please contact Customer Support. By utilizing these features effectively, you can streamline your hiring process, enhance communication, ensure consistency, and reduce time-to-hire.

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