Make sure the relevant Document Template has been created before you try and run the document.
Running the Document
In Hotlist ATS, select an Applicant you wish to send a document too, to get signed.
Click on the ellipses in the toolbar – select Word Templates and select the relevant document you wish to run.
The document will be created and appear in your downloads folder.
Open the document and make sure it is what you were expecting and make any amendments if necessary.
Upload Document in Hotlist
Navigate to the relevant place you wish to upload the documents. Documents relating to an Applicant are usually kept in the documents section on the Contacts Sidebar.
If an applicant has applied for several vacancies, then an applicant could possibly have several documents for different vacancies, so if they are stored under the Contact, all the documents for that one person will be kept in one place.
Click on the Contacts Sidebar and click on the Documents tab (if you can not see it, you may need to click on the Related dropdown option)
Click on Upload and Navigate to where you saved the document and click OK.
Send Document to Docusign
Navigate to the relevant place you wish to upload the documents.
Click on the ellipses in the toolbar – select Send with Docusign and select Get Signatures
Select the document you wish to get signed and click Continue
Select contact you wish to send the document too
Upload to Docusign
You should automatically be taken into Docusign, so you will just need to follow the on screen instructions.
Click Start and Add your document
Add the Recipients Name and Emails Address and choose the relevant options from Needs to Sign and Customise dropdown menus.
Add any other recipients if necessary.
Add a Subject Header and any message you would like to send with the document, and then click Next
Select the relevant fields from this list on the left and then drag them onto the relevant place in the document, where they need to be actioned.
For example, click on Signature on the left, and drag it to where you would like the recipient to sign the document.
When you are all done – click Send
The Recipient will receive an email asking them to review it – they just need to click Review and then select Continue
Click Start and it will take the recipient to the first action they need to complete
The recipient will get the options to either select a style, draw their signature or initials themselves or upload them.
Fill out the document, completing all the required actions. Once that is done, a Ready to Finish option will appear. Click Finish
You will then receive an email with an attachment. You can log into DocuSign to view the document or just save the attachment.
Save the signed completed document in a sensible location.