Further streamline your candidates' experience by collecting electronic signatures for your documents via Docusign!
Staff and candidate process for signing letters
Please see the current process for staff to generate letters and collecting electronic signatures for the letter from candidates.
Staff go to a candidate profile and manually create a letter with electronic signature merge fields
Staff copy the link to the letter in Docusign and paste it into an email and send it to candidates
Candidates click on the link and sign the letter in Docusign
Staff can see whether letters have been signed or not from the candidate's profile
Please read the rest of the article to learn more on each step of the process!
Set up an integration with Docusign
Please read the following article on how to set up an integration with Docusign - https://help.fullfabric.com/en/articles/9582658-esignature-with-docusign.
How to place digital signatures in your letter template
You can define where candidates need to sign a letter by adding merge fields for the digital signatures to the letter.
There are the following options for collecting digital signatures in Docusign
Docusign signature option | Full Fabric letter merge field |
Candidates sign their full name | signature.full |
Candidates mark their initials | signature.initials |
Please note that according to the nature of DocuSign integration, in order for the merge fields to not overlap with the signatures, the font colour of the merge fields should be the same as the background colour of the Microsoft Word document.
Please see example letter templates below with the merge fields. If using font size 12, please make sure to add 2 lines to give sufficient space for the Docusign signatures.
Letter template with signature merge fields in black font colour (for illustration purposes)
Letter template with signature merge fields in white font colour
How to create a letter with a digital signature for a candidate to sign
For staff to create a letter with a digital signature, they simply need to follow the normal process for creating a letter and go to the letters tab of the profile and create a letter.
Then once staff have created the letter then there will be a button to copy the Docusign link.
This link can then be copied and pasted into an email that staff send to the candidates.
How do candidates digitally sign their letter in Docusign?
When candidates click on the Docusign link to the letter, then they are redirected to Docusign where they can sign the letter in the specified locations.
After candidates finish the process in Docusign they are redirected to your Full Fabric portal homepage.
How do I know if candidates have signed their letter in Docusign
You can configure Docusign so that when candidates sign a letter then you will receive an automated email notification.
In Full Fabric you can see the signature status column in the letters tab of the profile is updated once candidates sign their letter. It is also possible to download the signed letter via the PDF icon.
