If DocuSign is integrated with Access Recruitment CRM:

Feature Toggle

Admin users can navigate to:

Options and then System Settings
Feature Toggle
and search for DocuSign and Enable it

Sending Emails via DocuSign using the email modals

When using the email modals to send emails from Access Recruitment CRM, a new option called Send via DocuSign will be visible that when clicked allows the user to open the DocuSign portal, add relevant tags on the document and send the email out.

Sending Templates with tags via DocuSign

Navigate to:
1. Options then Manager
2. Documents then Template Maintenance
3. and edit an existing template or add new
In the Templates window, on Tags sublist click the ✚ button to add a tag
In the Template Tag window, Tag text area, make sure your tag is worded exactly as it is in your document for e.g. Add Candidate Signature’, Candidate Date Signed’
There are 4 types of tags available : Date, Date Signed, Signature, Text
Select the appropriate tag you require and click Save For the example above, I have selected Signature and Date Signed tags to my document
Ensure you add the exact same Tag Text to your document
A user can add more than 1 tag on a document (Ensure that the tag text is appropriate when the recipient reads it)
Navigate to a record to send an email
1. Click Select a Template and search for the template with tags that you have just added
2. Click Select
3. Once the template is added and displayed correctly in the email window, click Send via DocuSign button
You will be navigated to the DocuSign Envelope window where you can see the appropriate tags added automatically where you have added the tag text
A user can also drag the tags across to other area in the document
A user can easily add additional tags if needed from the left panel by drag and drop functionality
Once done, click Send on the bottom right of the window
This will now send the document via email across to the selected recipients
Once done, the recipient will receive an email to Review Document

Reviewing Documents sent via DocuSign

Once the email is received by the recipient, they can click the Review Document button as in the above screenshot, which will navigate to a DocuSign window
They can click the checkbox that reads, I agree to use electronic records and signatures and click Continue to start completing the document
Recipient can click on the Sign tag to add a signature
Once done, the can click the Finish button at the top right or at the bottom of the page
Once done, they can even download a copy of the document by clicking the Download button on the window or completely skip this step
A Completed email will be received with the attached completed PDF file

Viewing the completed document in Access Recruitment CRM

To view the completed document, a user can navigate to that applicant record and click View ; Notebook
Open the notebook item and click on DocuSign tab
Details such as Sent, Delivered, Completed timestamp appears
In the Retrieved Documents sublist, a user can click the View button to view the completed document (Note that this will be a read only document as it is completed)
This document is also stored under the Applicant/Candidate record ; Stored Documents tab

DocuSign - Envelope Usage Reporting

A user with permissions to run reports within the Access Recruitment CRM can navigate to the Reports, Predefined Reports and see a 'DocuSign Report' Option

Report Filter

A single date filter is available. When clicked a filter pop-up is shown.
Expanding the dropdown will show a list of options to filter the DocuSign entries.
Select one option, this will show further fields for dates etc.
The combined field entries will be used to as search criteria to filter the DocuSign entries.