Digital Signatures

With just a few clicks, recruiters can add, edit, and manage signature panels for any document.

How to Use Digital Signatures

1. Access the Digital Signatures Module

   • Go to the top-right corner of the Recruitly platform and select the Digital Signatures module.
     

2. Overview and Email Senders

   • Once inside, you’ll see an overview of current usage, email senders, and an option to add new email senders.
     

   • Email Senders: These are the emails from which you want to send documents. They can be any emails associated with users in your Recruitly account.
     

     

     
     

3. Document History and Status

   • Scroll down to view the document history, including each document’s signature status. You can delete documents, see which signatures are completed or pending, and view progress based on user completion.
     

     

Sending a New Document

1. Initiate Document

   • Click on + Document to start a new document.
     

     

     
     

2. Choose the Email Sender

   • Select the email address that will send the document. (Email senders must be part of the Recruitly user list.)
     

     

     
     

3. Upload Document

   • Upload the document you’d like to edit and share.
     

     

     
     

4. Add Recipients and Signing Order

   • Specify recipients (must be users within Recruitly) and set a signing order if needed, determining the sequence of signatures.
     

     

     
     

5. Add CC, Title, and Message

   • Include any CCs, and enter a document title and a custom message for the recipients.
     

     

Document Visibility Options

Decide who can see the document and tap on "next".

• All members

• Selected members

• Private (visible only to you)
  

  

Editing and Assigning Signatures

1. Edit the Document

   • You’ll be taken to the editing page, where you can add signature fields.
     

2. Assign Signatures

   • Place and assign each signature field to the relevant person.
     

3. Preview and Send

   • Once complete, preview the document and click Send.
     

     

Tracking and Managing Signatures

In the Digital Signatures dashboard:

• Check each document’s signing status (completed or pending).

• You can also remind recipients or revoke documents if necessary.