Dear all,
I would like to send a personnel questionnaire with the contract documents. Currently, I can attach a PDF file, but the candidate has to print it out, fill it in, and send it back to me by email or post.
Do you have a solution for sending the personnel questionnaire so that the candidate can fill it in on their computer and send it back to me with the contract documents via DocuSign?
Thanks and best regards,
Ysa
Best answer by Drewcifer
I’m assuming you’re sending the contract via DocuSign already.
You could attach the survey as a separate pdf file, mark that file as a “supplemental document”, and then put your fields etc on to the page and make sure they’re all set to Optional.
Ideally, you would create the survey as a template and then combine it with whatever document you’re sending. Just be sure the role names match (“signer1” is not the same role as “signer 1” for example).
There is an Admin setting you can set to make the supplemental documents a part of the downloaded documents or not.
Another option would be to create the survey as a web form and then include a link to it in the completion emails.
I’m assuming you’re sending the contract via DocuSign already.
You could attach the survey as a separate pdf file, mark that file as a “supplemental document”, and then put your fields etc on to the page and make sure they’re all set to Optional.
Ideally, you would create the survey as a template and then combine it with whatever document you’re sending. Just be sure the role names match (“signer1” is not the same role as “signer 1” for example).
There is an Admin setting you can set to make the supplemental documents a part of the downloaded documents or not.
Another option would be to create the survey as a web form and then include a link to it in the completion emails.
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