How to set up a document that is signed by both the client and the candidate

Step 1:
Go to MORE on your menu tab

Step 2:
Go to DOCUMENT TEMPLATES


Step 3:
Select ADD TEMPLATE


Step 4:
Give the document a name, select "This document is signed by both a client and candidate". Put in the agreement. You can use the tags or select insert profile fields to auto populate information from profiles. 



Step 5:
Adding signatures. Click Add Signer and add the client and then click add signer and add a spot for the candidate to sign.
NOTE: Must add client sign area first. 



Step 6:
In advance settings you can adjust which admin will auto sign it, status change after sign, and other trigger settings. 


Step 7: Once done, click Create




Now that the agreement has been created, you will need to add it to the client profile. Once the client signs, you will then be able to send it to the candidate. When a client signs, there will be a button admin click that says send to candidate. You will select that and select which candidate you want to have sign it. Then it will be send to the candidate's profile to sign. Once both have signed, they will both have a copy in their dashboard of the signed agreement. 

To add to client profile:
Step 1:
Go to the client's profile, stay on admin tab, and select documents, and select from the drop down the document you want to add



Step 2:
Once in the document section of the client profile, you can edit if needed.

Step 3:  In order to pre-populate the Candidate information, you must first select the Candidate to auto-fill.  Click "Candidate to Auto Fill" and select the corresponding Candidate from the drop down menu in the next pop-up.  To save, click "Add Candidate."

Step 4:
Once the client signs, you will need to go to the client profile, select Send to Candidate on the document


Step 4:
Then the candidate will have it in their profile and they will sign. 
Once completed, they will be able to view the signed copy in their profile.