In this article, we'll walk through how to send an offer letter signature packet Before you begin, make sure you have created your offer draft.

Once you've drafted your offer, follow the below steps to send your offer for signature via DocuSign.

Step 1: From the Submittals Tab on either the Candidate Profile or Job Profile, find the appropriate submittal, click to expand the "More" drop-down menu, and click "View Submittal."

Step 2: Find your offer draft, click the ellipsis and select "Send Signature Packet."

Step 3: Add the email Subject, select the offer letter document, and click "Send Offer Letter."

Offers can be sent in two ways - with 1 or 2 signers. In both cases, the Offered To Signer is one of the signers. In the 2 signer model, the Offered By Signer is also a signer in the process.

The Offered To Signer field will be prefilled with the email address of the new prospective employee.

The Offered By Signer should be the person who will sign on behalf of the company. When the Offered By Signer is set (not No Signer Selected), this recipient will be set as the first signer in the signing sequence. The Offered To Signer will be the second signer in the signing sequence. This is a lightweight method to implement as offer approval process.

The offer status is now updated to "Pending."

Step 4: Open DocuSign Signature Packet email and click, "Review Document."

Step 5: From the DocuSign window, click "Continue, then follow the prompts (shown in below screenshots)

Step 6: Once you've added your signature, click "Finish."

Step 7: Open DocuSign Signature Packet email and click, "Review Document."

Step 8: From the DocuSign window, click "Continue, then follow the prompts (as detailed above Offered By Signer steps).

Step 9: Once you've added your signature, click "Finish."

Both the Offered To Signer (Candidate) and the Offered By Signer (Hiring Manager) will receive a confirmation email containing the completed document.

Step 10: Return to the Submittal Details and the offer Status should have updated to "Accepted."

Step 11: From the Submittals Tab, click the Candidate name to view their Candidate Profile.

Step 12: Once on the Candidate Profile, click to view the Attachments Tab and then click to view the new completed signature packet.

Great job! You've completed the offer letter eSignature process. The attachment will contain the signed completed document along with the Certificate of Completion.