The Contracts accordion on the new Applicant Screen experience has been improved and updated, with the core functionality remaining.
Improvements include:
Envelopes grouped by signing order, making it easier than ever to select the required contracts.
New modal for sending contracts, with improved validation and Contract Preview
Updated accordion statuses
Audit log
Envelopes available to download directly in the new Applicant Screen, in the dedicated Documents section
Sending a Contract
The Contracts accordion can be enabled across every milestones on the new Applicant Screen. Pending you have the relevant permissions, you will be able to select the documents to send to your candidate.
Envelopes are now grouped by signing order, making it easier to select the right contracts to send. You can choose from one of multiple envelopes, depending on how your templates are set up in DocuSign. Once a document is selected, you will only be able to select additional documents that follow the same signing order.
You then need to complete the relevant fields for each envelope.
Any mandatory fields will be flagged as such, and the tabs in the navigation pane will highlight if any fields need to be completed in that section before sending.
You then need to choose your signers, and this list will be the users that have been assigned access to sign the contracts.
You can also add a message here, which will be sent to the candidates with the email that is sent from DocuSign.
Once sent, you can view the contract sent, and the envelopes included in it via the accordion along with who has requested the contract, when it was last updated and the current status.
Managing a Contract
You can manage the contract from the 3-dot menu, with options including:
View an audit log
View the contract data
Void the contract
You can also send additional contracts to a candidate via the accordion.
Viewing Completed Documents
Once a contract has been completed, you will be able to download the completed contract in addition to view the audit log and contract data.
The completed documents will also be available in the Candidate Activity Panel, under the documents tab.
Permissions
Access to the Contracts accordion and its actions is controlled by the following permissions:
Viewer – view information and status updates relating to a contract
Sender – send and manage contracts, including the ability to void them
Signer – anyone with this permission will be visible in the dropdown when selecting your signing order
Downloader – access Contract Data and download completed contracts
Setting up your Contracts
You can view our dedicated collection of DocuSign guides for how to set your contracts up in DocuSign, and import these to Talos.