The DocuSign extension in Zoho Recruit helps you send documents to your contacts and get them signed. This extension is supported for the Candidates and Contacts modules. Apart from Candidates and Contacts, for the rest of the records, the document will be sent to the associated contacts. Templates can be created for these records and the documents can be sent for signature using this extension.
On installing this extension, three custom modules will be created. Based on the terminology used in DocuSign, these modules are named.
You can either go to the Zoho Marketplace and install the DocuSign extension or log in to your Zoho Recruit account and install.
To install DocuSign
On installation, the candidate's and contact's details page will have a button named Send for DocuSign. This button can be used to send documents that need to be signed by contacts. Each record will also have a related list where the envelop details will be listed.
To send documents for e-sign
When you wish to uninstall DocuSign extension, please note that all the data will be deleted on uninstalling and cannot be recovered.
To uninstall DocuSign:
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