Sending a Docusign Form to a Placement
This guide shows how to send and track Docusign forms directly from a Placement 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 Placement record. From the Shortlist card of the relevant Candidate open the drop down menu > expand the "Send a Message" group of actions and select "Send a Form to Candidate".
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. Check and Confirm the fields displayed, then click Send.
5. In the Form Sends block on the Candidate 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.
