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Help Topic: Sending a Docusign Form From a Candidate Record


 

1. 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 that you'd like to send from the list of available Docusign forms:

4. Click 'Prepare'

5. Confirm your options then click Send