Send Signature Packet

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. 

Steps to Send Offer for Signature

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." The offer status is now updated to "Pending."

Steps 4 - 6: Completed by Signer 1 (Candidate)

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."

Steps 7 - 9: Completed by Signer 2 (Hiring Manager)

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 Signer 1 steps). 

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

Both Signer 1 (Candidate) and Signer 2 (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.