Introduction
Evolve ATS (Jobvite) is making changes to the integration with DocuSign due to the enhancement of its security initiative. This article describes the reasons for the change, its impact on customers, and the steps users must complete beginning September 27, 2024, once the migration takes effect.
You will not be able to complete these steps until the feature has been enabled (September 27th).
Please submit a Help Center ticket for additional support.
Roles
Recruiters and all users who generate offer letters and send them to DocuSign for e-signature using the Evolve ATS DocuSign integration in the Offers module.
NOTE: Users invited to e-sign the letter (such as hiring managers, approvers, or candidates) are unaffected.
Workflow Impact
If remedial steps are not taken, your ability to generate and send offer letters for e-signature will be affected. This change affects instances that use a single admin account to connect to DocuSign and instances where individual users connect directly to DocuSign. As of September 27, 2024, the credentials saved in your dedicated DocuSign account for the integration will no longer be saved. On this date, all users must reconnect their DocuSign account.
Reconnect DocuSign Account
Navigate to your user menu, then select My Account.
Click the Authorized Apps tab.
Click Connect in the DocuSign integration.
You will be redirected to the DocuSign login page. Here you can:
- Use company login and enter your SSO credentials
- Use Other Login Options to enter your DocuSign credentials or create an account.
SSO Login Screen - Use company login
Non-SSO Login Screen - DocuSign Credentials
A pop-up may display requesting Jobvite access (this will not show if you have previously connected). Click Allow Access.
Once the connection is successful, your DocuSign icon will turn yellow (from grey), and Connect will be replaced with a Disconnect link.
FAQs
Q. Our company users use SSO to connect to DocuSign and do not have passwords. Would they be able to connect?
A. Yes, when users click Connect for DocuSign, they will be presented with a DocuSign Login Screen. Upon entering the email, they will be asked if they want to use the Company Login or other methods. Choosing the Company Login option will allow them to connect using SSO.
Q. I am a hiring manager, and I usually sign offer letters. How will this change affect me?
A. As a signer, you will continue to rely on DocuSign's email notifications and prompts to review and e-sign a document. This change only impacts users interacting with Jobvite to generate e-signed offer letters.
Q. How does this change affect the offer letters already sent out for signature? Do I have to regenerate them?
A. This change only affects new e-signature requests created after 9/27. All offer letters generated and sent for signature until 9/27 will not be affected. Suppose you do not complete the new authentication process on 9/27. In that case, you will be shown an error message and need to reconnect your DocuSign integration using the steps mentioned in this document.
Q. My Jobvite instance has the DocuSign credentials configured under the Admin setting. My individual users do not need to authenticate. What should I be doing?
A. You are using the sign-on-behalf-of (SOBO) mode for Jobvite-DocuSign integration. Due to restrictions from DocuSign, Jobvite can no longer support the SOBO integration method starting 9/27, and your individual users will need to connect their DocuSign accounts to Jobvite directly. As an Admin, you do not need to perform any Jobvite changes, but you do need to instruct all affected users to connect their DocuSign account using the steps outlined here.
Q. I am a Jobvite native e-signature user. How am I affected by this change?
A. Jobvite’s native e-signature is a separate and standalone capability. If you use Native e-signature, your Jobvite instance or users will not be impacted by this change made by DocuSign, an integration partner.
Q. After trying the steps above, I am seeing errors or unable to see the 'Disconnect' link against DocuSign in Jobvite. What should I do?
A. If you cannot connect successfully, we recommend clearing your browser cache and restarting your browser to try again. If the issue persists, please capture a screen recording and share it with our support team, who can assist you.