Integrating DocuSign with Recooty enhances your document management efficiency, allowing you to streamline the process of collecting signatures and managing recruitment documents. This guide provides step-by-step instructions on how to connect your DocuSign account with Recooty and details the benefits of this integration.
Benefits of DocuSign Integration
Streamlined Document Management: Automatically fetch templates and documents from your DocuSign account into Recooty.
Simplified Signing Process: Send documents for signature directly from Recooty, improving workflow efficiency.
Centralized Tracking: Monitor the status of documents and signatures from the candidate profile.
Prerequisites
A valid DocuSign account (either existing or new).
Access to your Recooty dashboard.
Permissions to manage account integrations in both Recooty and DocuSign.
Step-by-Step Integration Guide
Step 1: Log in to Your Recooty Account
Navigate to the Recooty’s dashboard and log in using your credentials.
Go to your profile settings in the dashboard.
Step 2: Navigate to Integrations
In your profile settings, select the Integrations tab.
Under the Document Management section, look for the DocuSign option.
Step 3: Connect to DocuSign
Click on the Connect button next to DocuSign.
You will be redirected to the DocuSign login page. Log in with your existing DocuSign credentials or create a new account if you don’t have one.
Step 4: Grant Permissions
After logging in, grant the necessary permissions for Recooty to access your DocuSign account.
Click Accept to finalize the authorization.
Step 5: Confirm Integration
Once authorized, you will be redirected back to Recooty, where you will see a confirmation message that DocuSign has been connected.
If you are part of multiple organizations, you will have the option to choose the appropriate DocuSign account. Select the account and click Proceed.
Step 6: Verify the Connection
Check the integrations section in Recooty to confirm that the connection was successful, including the date it was connected.
Creating and Sending Documents Using DocuSign
Step 1: Create Templates in DocuSign
Log in to your DocuSign account.
Create and save the necessary templates and documents you need for your recruitment process.
Step 2: Add a DocuSign Document in Recooty
Go to the Candidate Profile in Recooty.
Navigate to the Documents section and click on the Add Document button.
Select Add a DocuSign Document.
Step 3: Select Your Template
Browse the list of available templates created in your DocuSign account and select the template you want to upload. Click Upload.
Step 4: Map the Placeholders
Map the placeholders in the document to the corresponding fields required.
Use the dropdown menus to select values or add custom values to fill the fields.
Once all the values are mapped, click Next.
Step 5: Configure Recipient Settings
You will see a preview of the filled placeholders. Here, you can send the mail for documents review and signature to the recipients in the order which you have added in the docusign.
The first recipient will receive the document for signature, followed by the next recipient based on the order you set.
A default email will be created for notifying recipients, which you can customize as needed.
Step 6: Send the Document
After reviewing all details, click on Add and Send to Participants.
You will receive a notification on your Recooty dashboard indicating that the document/template has been sent successfully.
Step 7: Monitor Signature Status
The recipient will receive an email from DocuSign to review and sign the document. You can track the status of the document in the Documents section of the candidate profile:
Once the first recipient signs, the document will automatically be sent to the next recipient.
This process continues until all listed recipients have signed.
Step 8: Final Document Storage
After all participants have signed the document, it will be displayed in the Documents section as a completed document.
Troubleshooting
Common Issues and Fixes
Authorization Failed: Ensure you are logged in with the correct DocuSign account and have granted the necessary permissions.
Templates Not Showing: Verify your DocuSign account for existing templates and ensure they are saved correctly.
Connection Issues: Ensure your internet connection is stable and both Recooty and DocuSign services are operational.
Disconnecting DocuSign from Recooty
Go to the Integrations tab in your Recooty profile settings.
Locate the DocuSign integration and click on the Delete button.
Confirm your action to remove the integration.
By integrating DocuSign with Recooty, you can enhance your document handling capabilities, ensuring a smoother and more organized recruitment process.
Contact Support
For any issues during the integration or while using DocuSign with Recooty, please contact Recooty support at [email protected].