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I’m wondering if anyone has successfully solved for the follow sequence via a signing order. This is for job offer letters.

  • Recruiter set as viewer
  • sends to recruiter 
  • recruiter views 
    • may ask for edits for sender (coordinator)
  • Candidate set as signer
    • should not send to candidate until coordinator makes any edits requested by recruiter. 
    • would be ok to send automatically if no edits requested, but this is a nice to have. 

Currently, our recruiting coordinators are doing this as a two step process. They send the doc to the recruiter set as a viewer. The recruiter replies all good or needs edits. Coordinator makes any requested edits then sends to the candidate set as the signer. 

 

Thanks in advance for the help. 

@Jarbit 

You could set the recruiter as a ‘signer’ - so that, if everything is fine, the recruiter signs/checks off a box/does something to move the process along and the document passes on to the candidate. If the recruiter requests edits they can contact you and have the envelope ‘corrected’ before they sign.

You’d need to set a signing order - making the Recruiter #1 in the order and the Candidate #2 (so that the candidate will not see the document before it is finalized). 

would that work?

good luck

mr1

​Hi ​@Jarbit,

 

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@Jarbit

You could set the recruiter as a ‘signer’ - so that, if everything is fine, the recruiter signs/checks off a box/does something to move the process along and the document passes on to the candidate. If the recruiter requests edits they can contact you and have the envelope ‘corrected’ before they sign.

You’d need to set a signing order - making the Recruiter #1 in the order and the Candidate #2 (so that the candidate will not see the document before it is finalized). 

would that work?

good luck

mr1

 

Yes, I set this up, but the coordinators, who have the “sender” permission don’t see the “correct envelope” option. Neither do I and I have the admin. permission. 

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