Docusign

you can integrate your ashby account with your company’s docusign account, allowing you to send e signature offers and documents via docusign, rather than using ashby’s default dropbox sign option you will need to have a docusign account on the standard plan or above to set up this integration when setting up the integration, we recommend logging in with a shared service account (e g “recruiting\@company com”) rather than an individual user’s account notifications to candidates from docusign may include references to the account user’s name and email address and e signature requests will appear as from this account the account used to set up the integration may also receive notifications about e signature requests, so using a service account can help avoid individual users getting unwanted notifications depending on your docusign account, you may also be able to further customize the email notifications that go to candidate using the docusign brand feature https //support docusign com/s/document item?language=en us\&bundleid=pik1583277475390\&topicid=zjl1583277333205 html& lang=enus to enable the docusign integration navigate to admin > integrations > integrations open the docusign tile and click authorize with docusign log in to docusign on the following page review the access ashby is requesting for the integration and click allow access to confirm you will then need to create a connect key in docusign to do this head into your docusign account and scroll to the integrations section click connect , then connect keys note if you are unable to find the connect section, see the guidance here docid\ q9692lmyfdybte1vmw3nh create a new key by clicking add secret key copy this key to your clipboard head back to the docusign integrations tile in ashby and paste the key into the connect key field and click update setting docusign as your default e signature provider to set docusign as your default e signature provider for offers navigate to admin > offers head to the settings tab ensure the e signature provider dropdown is set as docusign to set docusign as your default e signature provider for e signature documents navigate to admin > integrations > e signature documents head to the settings tab ensure the e signature provider dropdown is set as docusign if you’d only like to use docusign for offers, then you can set the e signature provider to dropbox sign here if you’d like to use dropbox sign for documents sending offer letters using docusign for more on generating offer and e signatures in general, check out e signature offers docid\ zsjek0e500medhtkqqelw once you’ve created an offer and generated an offer letter in ashby, you’ll be able to confirm that the offer letter will be sent out via docusign in the offer e signature section once you’ve sent your e signature request/envelope via docusign, you will be able to track the status of the request within the offer details in ashby the requests and created envelopes can also be tracked and viewed within your docusign account docusign e signature activities e signature activities allow you to be prompted to send out e signature requests for documents other than offers as a part of your process (for example, an nda) when a candidate lands in a specific stage for more on configuring e signature activities, check out the e signature documents guide here docid\ ttps7ruxkpz9yhzwpcszt you can configure an e signature activity within a job or job template’s interview plan navigate to the job or job template in question click the interview plan tab click add activity to on the appropriate stage of your interview plan, then + add activity select the e signature document option on the following popover, you’ll be prompted to select the e signature document template and the e signature provider the provider selected here will override the default provider set in admin > integrations > e signature documents once you’ve configured your e signature document activity, when the candidate enters that stage of your pipeline, you’ll be prompted to send out an e signature request click send e signature document on the activity to open up the sign popover where you can confirm the following company signatory signing order whether the request should expire and, if so, when the title/subject and message within the notification emails sent any users that should be cc'd into the request users that are added to the cc field will also receive notifications about the request the document to be sent (with the option to change the document if needed) the option to send a self test and preview the e signature document before sending it sending out an e signature document manually looking to send out an ad hoc e signature document to a candidate? click more on the candidate profile, then send e signature document on the following popover, you’ll be able to determine the document template, the e signature provider and the number and currency formatting then click generate e signature document to add the activity to the candidates profile and be taken to the sign popover previewing e signature offers and documents sent via docusign the preview editor is available for both dropbox sign and docusign but docusign does provide some more advanced preview options like editing recipients the preview editor can be enabled under e signature settings in admin here https //app ashbyhq com/admin/organizational settings/offers/settings when enabled, the signature request can be previewed in a document editor in the send e signature request or sign popover when sending an e signature request, click preview to access the editor and review the document the preview option also allows you to add special document inputs for the signatories to complete (for example, additional text boxes or checkboxes) with the docusign preview editor, you can click on the drop down with a signatory’s name in it to either switch between signatories to make the appropriate edits or edit the configuration for recipients using advanced docusign settings for example, you can click the needs to sign dropdown and switch this to an in person signing if you have a more advanced docusign plan, you can also configure witness signatories and more here edits would need to be made in the preview editor for each e signature request currently we are looking to add more support for these features to make the process less manual in the future accessing e signature documents in docusign e signature documents and offer details can be accessed from the offer activity on the candidate's profile if an e signature document was generated via docusign, so long as you have access to the documents in docusign, you'll be able to access them within your docusign account too if some users shouldn't be able to access certain documents in docusign, docusign does have a way to set document visibility you can read more on this in their document visibility guides https //support docusign com/s/document item?language=en us\&bundleid=gbo1643332197980\&topicid=eui1578456411411 html& lang=enus faq i am unable to find the connect section when setting up my docusign integration connect key certain docusign accounts may not have the connect module enabled by default you can reach out to docusign support or your docusign customer success manager to request that the module be enabled