Talos enables you to seamlessly send DocuSign envelopes directly from the system to both internal signatories and candidates, ensuring a streamlined and efficient signing process.
Note: you will need to have a DocuSign user account and have linked your account to Talos to be able to send envelopes.
Please see the below guides on creating a new user (for DocuSign administrators) and granting permissions for Talos to access your DocuSign account.
Sending a DocuSign Envelope
Creating the Envelope
In the DocuSign accordion you will see a dropdown list of all the templates assigned to your profile. You will have the option to add these to your envelope to send.
To do this, select the relevant templates you would like to add to the envelope and click on 'Add to Envelope':
As long as your templates have the same signing process, you can bundle as many templates as you like in the envelope.
Note: the signing process is the path that the envelope will follow. For example - the envelope will go to HR to sign first and then to the candidate to complete.
Once you have selected all relevant templates, select 'Next' to generate the envelope preview screen.
Adding Candidate Details to Envelope
From the envelope preview screen, you can add all candidate details required in the envelope templates. Those that are mandatory are highlighted in red and must be completed before the envelope can be sent.
Along the left-hand side, you will see each individual template added to the envelope, which can navigate through to ensure all detail has been added.
Selecting your Signers
The last section on the envelope preview screen is the 'Role Selection', where you can select the internal signers for the envelope.
This is a list of users on your Talos ATS with the DocuSign user permission enabled. The candidate will automatically be populated from the system.
Once you are happy with all of the details and the internal signers, click on 'Send' to submit the envelope for signing.
The first signer in the process will receive an email from DocuSign to review and sign the documents. Once the first signer has completed their parts, another email is sent to the next signer from DocuSign.
FAQs
FAQs
User not found within DocuSign, have you activated your account?”
If you see the message “User not found within DocuSign, have you activated your account?” or "User Credentials cannot be found within Docusign." when trying to use the DocuSign tab in Talos, it usually means your account has not yet been set up in DocuSign.
What should I do?
Please contact your Talos administrator if you need access to be set up.
How to add a user to DocuSign (User Credentials cannot be found within Docusign)
To create a new user account on DocuSign, which allows users to send envelope to internal signatories and candidates, please see DocuSign's guide on 'Add Users to Accounts'.
How do I add users to the signer dropdown list when sending envelopes?
To add a user to the signer dropdown list when sending envelopes, the user must be granted access to the DocuSign module within Talos.Navigate to Roles & Permissions for the user.
Ensure the user has access to the DocuSign module.
Enable the DocuSign "Signer" permission.
Save the changes.
Once the DocuSign Signer permission has been applied, the user will be available for selection in the Signer dropdown when envelopes are sent.
Problem Occurred While Sending Envelope
Common Causes
The DocuSign template has not been shared with the user.
The user does not have permission to send envelopes in DocuSign.
A recipient email address was not selected or incorrect.
ResolutionA DocuSign Administrator or your internal system administrator should:
Confirm the template has been shared with the user attempting to send the envelope.
Verify the user has the required sending permissions within DocuSign.
Check all recipient email addresses are valid and entered correctly.
Retry sending the envelope once the above checks have been completed.
If the issue persists after these checks, please contact Talos Support with a screenshot of the error, sanders email address, and templates being used.
I have added my documents to the envelope but when I click Send nothing happens?
This will be due to the DocuSign template not being shared with the user.
This is an easy fix. A DocuSign Administrator will need to access the Template in DocuSign. They will need to click the 3-dot menu and select "Share with User":
They will then be able to select the relevant users to share the document with. The Template won't need to be re-imported; it will share in the background and allow you to send.