How to integrate with HelloSign

You need Super User role to access this module, please contact your administrator to assign this role to you.

Recruiters can use HelloSign to gather signatures from candidates and clients faster on such things as job applications, contracts, candidate profile forms and onboarding documents.
Sign up for HelloSign from here https://www.hellosign.com/

Integration with HelloSign give you flexibility. Follow the steps to integrate your account.



Click on Apps > Available apps or Click here to navigate to the page https://secure.recruitly.io/settings/integration



Find HelloSign and click install



Sign in to your HelloSign and account and copy API key, paste it in API section



Once the setup is done you can see the following screen.



Click on Resync option to refresh.

Requests sent via your Hellosign account will be automatically tracked and assigned to corresponding Contact/Candidate records in your database




How to use Hellosign

Hellosign is the easy tool.

Login to your Hellosign account you can create/ upload already existing documents



Once the Upload is done, Click Next



Select the role, Click Next


Select the options you wish to include in the document and arrange the the order as per your needs, Click Next



Type the email and give template name for future use



You will get confirmation message as shown below



Talk to our support on live chat or send email to support@recruitly.io to know more about HelloSign integration.
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