Creating and Managing E-Signature Request Templates

to streamline your hiring process, you can create reusable templates for your e signature requests for both offers and other e signature documents instead of manually configuring details like signing order or expiration dates every time you send a document, templates pre fill these fields to save time and ensure communications remain consistent once created, these templates can be applied when sending an offer or other e signature document to a candidate from their profile this guide explains how to create and update e signature request templates for information on applying these templates when sending communications to candidates, see docid\ ttps7ruxkpz9yhzwpcszt or docid\ zsjek0e500medhtkqqelw for the respective template access & permissions e signature request templates are available for all ashby plans true 85,144,84,92 unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type permissions to create and manage offer signature request templates , you must be an org admin or elevated user that has the correct permissions assigned to create and manage e signature request templates, you must be an org admin creating an e signature request template you can create multiple templates to cater to different document types or departmental needs there are two places where e signature templates can be created, depending on whether it is for an e signature document (such as an nda) or an e signature offer for offer e signature templates, navigate to admin from the top menu, offers on the left side menu, and then select the offer signature request templates tab for e signature documents request templates, navigate to integrations in the left side menu, and then select e signature documents and go to the e signature request templates tab once you've navigated to the right place, the process for creating the template is the same click the + new button near the top right a pane will appear into which you will enter the template details enter the template's name, a title, and message name this name is internal only and is used to identify the template in the e signature request template dropdown menu when sending an e signature request title text entered here will be added to the automatically generated email subject from the e signature provider (dropbox/docusign) when sending an e signature request message the message will be added to the automatically generated body text from the e signature provider define your template configurations company signatory select the default internal team member required to sign signing order select an option based on your company's policy or process based on the document to be signed automatically expire request choose between no expiration, a relative expiration (e g , "7 days after request is sent"), or an absolute date cc add specific users or members defined as part of the hiring team, such as the hiring manager, to be automatically copied on the request if adding hiring team roles, make sure that a hiring team is defined on your jobs click create to create the template details will be saved, and an active indicator will appear in the top left corner managing e signature request templates once created, the template will appear on the e signature request templates or offer signature request templates tab, depending on if it is for e signature documents or e signature offers screenshot showing the newly created on this tab, you can use the search bar in the top left to search for various templates you've created use the filter on the right to show active, archived, or all templates identify when the template was created and last updated continue to create new templates by selecting + new editing, archiving, and restoring templates to edit an existing template, simply click into it and begin making updates hit save to save your changes changes to a template will only apply to future requests, and will not impact any previously sent ones when a template is no longer needed, you can click into the template and hit archive in the top right corner if you need to un archive a template, you can locate the archived template by filtering for archived templates, click into it, and hit restore