Switch from DocuSign to Jobvite eSignature

Follow

Overview

If your organization has previously used the Evolve ATS integration with DocuSign, you must follow the instructions in this article to switch from DocuSign to Jobvite eSignature.

Audience

Admins

Related Resources

Switch from DocuSign to Jobvite eSignature

Disconnect the DocuSign Integration by navigating your user menu and selecting Admin.

Click Integrations, then View DocuSign.

Screenshot 2024-07-24 at 6.00.07 PM.png

Click Disconnect.

Next, enable the Native eSignature feature by navigating to your user menu > Admin > ATS > View Candidate Settings.

Screenshot 2024-07-24 at 6.00.52 PM.png

Scroll to the bottom of the screen and click Edit.

Enable Jobvite eSignature.

NOTE: Offer Letter Generation must be Enabled to see the Jobvite eSignature section.

Enter the Expire Candidate Offer after number of calendar days.

NOTE: You must enter a number between 1 and 365.

Scroll to the bottom of the screen and click Save.

You are now ready to download the existing Offer Letter Templates. To do so, navigate to the user menu > Admin > ATS > View Offer Settings > View Offer Letter Templates.

Click Edit.

Screenshot 2024-07-24 at 6.01.46 PM.png

Select the name of the offer letter template.

The file will download to your computer. Save the file(s) locally with a different naming convention (i.e., FullTimeOfferLetterJV1).

Review the template(s) to ensure it DOES NOT include any of the Company Signer Placeholders.

NOTE: Company Signer functionality is not supported with Native eSignature.

Click Add New Template to upload the newly named template(s).

Screenshot 2024-07-24 at 6.02.15 PM.png

Click Next in the Introduction and Download Template tabs.

Click Choose File in the Upload tab.

Screenshot 2024-07-24 at 6.02.42 PM.png

Select the template from your files, then click Next.

Preview the template and then confirm to complete the upload.

You are ready to update the Offer Forms. Navigate to your user menu > Admin > ATS > View Offer Settings > View Offer Forms > Select the desired Offer Form.

Click Offer Letter Templates.

Screenshot 2024-07-24 at 6.03.28 PM.png

Select the newly named Offer Letter Template.

Screenshot 2024-07-24 at 6.03.52 PM.png

NOTE: It is recommended that the old offer letter templates be deselected.

Click Apply, then click Save.

Last, deleting the old DocuSign Offer Letter Templates is a best practice to keep the templates decluttered. This is an optional step. Navigate to your user menu > Admin > ATS > View Offer Settings > View Offer Letter Templates > Edit > click Delete next to the old Offer Letter Template.

Was this article helpful?
0 out of 1 found this helpful