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Creating your Document and Offer Templates

Learn how to create Document and Offer templates that you will send to your candidates for digital signing.

Updated over a week ago

After successfully activating your eSignature provider, you can create Document and Offer templates that you will send to your candidates for digital signing.

๐Ÿ’กAfter templates are created, please note that Documents can be sent to candidates from any stage, but Offers can be sent only from an Offer stage type.

Here you can find more information on how to set up and use your job pipelines by adding different stages with correct stage types.

To create a new template, click on the Add button and select if you want to create a new Document or a Job offer template.

The editor is the same for both Offers and Documents and you will need to fill out the following information and upload your document:

  • Name - the name of the template you are currently working on

  • Language - the language selected here will define how the dates and numbers are formatted when using date or number tags in the document

  • Department access restriction - the offer or a document template can be limited only to use on jobs for the selected department or departments

  • Location access restrictions - the offer or a document template can be limited only to use on jobs created for specific location or locations

  • Internal variable - additional information that can be entered, referring to something related to the document or offer, and is used to note down additional information about the sent document or offer.
    ๐Ÿ’กThe information entered here is strictly internal, and it is not available or sent to candidates when the document or offer is sent to them.

  • Offer document/Upload file - a place where you can upload the document or offer that will be sent to candidates. The document should be edited by adding custom tags that act as placeholders for values that are included in the documents.

Before you upload your document or offer that will be sent to candidates, you will need to customize it by adding default and optional eSignature tags.
โ€‹Your document or offer can contain eSignature tags that will be automatically populated when adding information for each document or offer you send out to candidates.

Approval workflow setup (only available for Offer letter templates)

For offer letters, you can also define an approval workflow that the offer letter first needs to go through before it is sent to a candidate.
After you have edited and defined your template, the next step will be to define the approval workflow for that offer template.


You can add relevant approvers for each step of the approval flow if you are setting up a multi-step approval flow.

๐Ÿ’กYou can also specify, for each approval step, if only one of the approvers should approve the offer letter before the next step starts or if all of them from that stage approve the offer letter for it to transition to the next step.

The approval workflow defined here will automatically be added to that offer letter template when you send it to candidates.
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