Formatting Text and Checkbox Issues on Signed Envelopes via Lever Integration

Using Lever ATS for employment forms and offer letters but there is currently no option to use templates, or add fields outside of eSignature placeholders and 1 text box that spans the entire width of the page.

Recipients will need to manually select and drag each field to the appropriate place but the text box is too small and there is no instruction or hint given that they can expand the length. I don’t have access to API to merge Docusign templates to our document externally.

Also, Radio buttons are not listed as an option for recipients at all, and the checkbox returns as an “x”.

Once a form is filled and signed by a recipient, the formatting of the checkbox shifts to the top corner no matter now direct the placement is. How can we fix formatting issues like this? I guess the Text box can be worked around but what about the checkbox shifting after submission?

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Hi @sahmanMKP !

This seems to me to be an issue with the software integration you use. Have you tried testing directly on the Docusign platform to see if the same problem occurs? (I recommend using the demo environment)

In addition, when you mention "Recipients will need to manually select and drag each field to the appropriate place" do you mean that they use FreeForm? If so, this means that no fields have been assigned to that user, so Docusign allows them to assign their own fields.

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In general, I am unsure how to use the {lever:checkbox:label} properly within an offer document that I am sending through the Lever <> DocuSign integration. Lever support does not seem to know either.

Hello @BrynnJ !

Since the integration (envelope creation) occurs directly on the Lever platform, I am not able to say exactly how it works. The best thing to do would be to contact Lever support to ask for more help. The only thing I found was this Lever's article, which says that the Lever document needs to have "placeholder fields" (as Lever calls them). This means that their platform uses the Autoplace feature. In short, you just need to insert a sequence of characters into your document, and Docusign will later add a tab above this text.
The question here would be to confirm with Lever what “sequence of characters” their integration is looking for so that you can add these fields later.

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