EchoSign Integration

Transcription

1 EchoSign Integration CURA Technical Support Phone: x 555

2 EchoSign Integration Page 2 Table of Contents Getting Started With EchoSign... 3 Sending Documents using EchoSign... 5 Sending Reminders for Unsigned Documents Reviewing Completed Signed Agreements Viewing Signed Agreements from the My Information Module Viewing Signed Agreements from the Dashboards... 17

3 EchoSign Integration Page 3 Getting Started With EchoSign EchoSign is an add-on integration allowing you to submit key forms to Clients, Contacts and Candidates to be electronically signed and returned. To get started with using EchoSign in CURA, you must already have an EchoSign account and you will need to add your username and password to your CURA profile. 1. Go to the My Information Module. 2. Select My Profile from the top left menu. If you are an Administrator, this is below My Company. If you are a Recruiter user, this will be located directly below My Information in the list. 3. On your Profile select the Edit button within your Defaults section.

4 EchoSign Integration Page 4 4. The Default screen will pop up allowing you to enter your EchoSign Username and Password into the available fields. Select the Save button to complete the entry.

5 EchoSign Integration Page 5 Sending Documents using EchoSign You may use the EchoSign integration to send documents to be signed from the Candidate, Client and Job Order Modules. 1. Go to the Documents Table for the relevant Candidate, Client, Contact or Job Order record. The following example uses a Contact Record. You may use either the document table on the Summary Page, or the tab from the top menu of the record. 2. Select the Send Agreement button from within the Documents Table.

6 EchoSign Integration Page 6 3. A pop up screen will appear addressed to the contact, allowing you to browse your computer for the document you need signed. Select the Browse Button.

7 EchoSign Integration Page 7 4. Locate the document you need signed from on your computer and either double click on the document, or single click and then select the Open button. 5. The browse window will close and display your document in the Document Name field. Next select one of the Signature Options: a) I don t need to sign this document - this will send the document to the contact to be signed without needing to sign the document yourself. b) I need to sign this document first this will send the document to you first to be signed. Once you have signed it, the document will be sent to your contact to be signed as well. c) I need to sign this document last this will send the document to your contact first to be signed. Once the contact has signed it, the document will be sent to you to be signed as well.

8 EchoSign Integration Page 8 6. For this example, select I need to need to sign this document first from the list. Then add a message if you would like into the Message field, or simply select Send.

9 EchoSign Integration Page 9 7. It may take a few seconds to send out. Please wait for the Send Agreement screen to close itself. You will not have to select Send twice. You will see that in CURA, the document table on the contact record shows that the Agreement Document has been sent but has a Status of Out_For_Signature. 8. Adobe EchoSign will then proceed to the document to the appropriate parties in the selected order, for it to be signed accordingly. 9. You may return to the record in CURA to review the progress by selecting the Out_For_Signature status.

10 EchoSign Integration Page 10 Sending Reminders for Unsigned Documents 1. If the contact has not yet signed the document, you may review the progress by selecting the Out_For_Signature status. 2. If you would like to prompt the contact to sign again, you may select Send Reminder. Otherwise, you may simply review the information and select the Close button.

11 EchoSign Integration Page The Send Reminder button will prompt a new reminder window addressed to the contact with a description field so that you may personalize the request. Select Send when you are satisfied with your message.

12 EchoSign Integration Page 12 Reviewing Completed Signed Agreements 1. Regardless of whether you selected I don t need to sign this document, I need to sign this document first, or I need to sign this document last, once the document is signed, you and the contact will receive a confirmation stating that the document is signed by all necessary parties and filed in CURA. The document will also be accessible from the . Recruiter

13 EchoSign Integration Page 13 Contact 2. Once you receive this , you may return to CURA to see the signed document and the updated Status which is now Signed. You also get to see when the document was sent, and when it was signed and received.

14 EchoSign Integration Page You may select the Status at any time to review the Signature Log. Select Close when you no longer wish to review the information. 4. You may also select the Details button to review the signed document.

15 EchoSign Integration Page 15 Viewing Signed Agreements from the My Information Module 1. You may prefer to view your Outstanding and Signed documents from the My Information Module. 2. Select Sent Agreements from the My Information List.

16 EchoSign Integration Page Within the Sent Agreements section, you can review all sent documents. You may use the View History column (equivalent to the Status column from the contact or candidate review view) to review to current status of each item. 4. You may also filter the information displaying by modifying the Sent Date field and/or the Sent By field.

17 EchoSign Integration Page The resulting information will update based on your selections. Viewing Signed Agreements from the Dashboards 1. The Candidate, Client, Job Order and My Information Modules have EchoSign Events/Alerts Widgets, which display your recently sent documents, to whom they were sent, and when. You may use the drop downs to select whether you want to view Recent Events or Recent Alerts, and either your own sent documents using Mine from the second drop down menu, or All. My Information: