Sending a Docusign Form From a Candidate Record
This guide shows how to send and track Docusign forms directly from a candidate record—covering where to find the Send a Form action, how to select and prepare envelopes, and how to confirm and send them. It also explains where to view send status on the candidate record and how to monitor all DocuSign sends centrally in Tools & Settings > Onboarding > Form Sends, so you can ensure documents are delivered and signed.
1. This guide shows how to send and track Docusign forms directly from a candidate record. These steps would also be relevant for sending from a Contact Record.
Navigate to a Candidate record and use the Action Menu to locate the 'Send a Form' option
2. Click the Docusign button to access your Docusign Forms
3. Choose the Envelope or Envelopes that you'd like to send from the list of available Docusign forms. Click "Prepare"
4. Confirm your options then click Send.
5. In the Form Sends block on the record you will see the Document has been sent. This status will update once its been signed.
6. Documents/ sent via Docusign can also be tracked via Tools and Settings > Onboarding > Form Sends.
Here we see an example of a Form that has been Signed.
