Recruiterflow integrates with DocuSign so you can send contracts and offer letters directly from a candidate's profile, without leaving the platform. Here's how to connect DocuSign and send your first envelope.
Step 1 — Connect DocuSign to Recruiterflow
In Recruiterflow, click the Settings icon in the top-right corner.
In the left sidebar, click Integrations.
Scroll to the DocuSign section and click Connect.
You'll be redirected to DocuSign — sign in with your DocuSign credentials to authorize the connection.
Step 2 — Create a DocuSign template
Before you can send documents from Recruiterflow, you need a template set up in DocuSign. Templates define the document, the signing roles, and the fields the signer needs to fill in.
In DocuSign, go to Templates and click New Template.
Click Add Document and upload the contract or offer letter you want to send.
Add your recipients:
Signer — the candidate who will sign the document. Set their role to "Needs to Sign."
CC (optional) — someone who should receive a copy. Set their role to "Receives a Copy."
Click Next to open the document editor.
Drag and drop the fields the signer needs to complete onto the document. The fields Recruiterflow supports are: Signature, Name, Text, Number, and Note.
Click Save to save the template.
Step 3 — Send the envelope from Recruiterflow
Open the candidate's profile in Recruiterflow.
Click the three-dot menu on the right side of the profile.
Select Send DocuSign Template.
In the pop-up that appears:
Select the template you created.
Confirm the candidate's email as the signer (auto-populated).
If you added a CC recipient in the template, enter their email manually.
Add a message to accompany the email.
Click Submit to send.
Things to know
DocuSign must be connected before you can send envelopes. The connection is per-user — each team member who needs to send documents must connect their own DocuSign account.
Templates are created and managed in DocuSign, not Recruiterflow. Any changes to a template need to be made in DocuSign first.
Signing activity and completed documents are tracked in your DocuSign account.