Dropbox Sign for Greenhouse is an integration provided by TEAM IM. Greenhouse Recruiting's integration with Dropbox Signs allows you to generate and send offer letters to candidates in just a few clicks. Signed offers are automatically stored in Greenhouse Recruiting, simplifying the signature process.
Create a Harvest API key for the Dropbox Sign integration
To enable the Dropbox Sign integration, you'll need to create a Harvest API key.
Follow the steps in this article to create the key, and verify that the permissions below are selected when configuring the Dropbox Sign integration.
Credentials
In the Create New Credential box, make the following selections:
- API Type: Harvest
- Partner: Dropbox Sign (optional)
- Description: Dropbox Sign Harvest API Key
Permissions
Verify that the following permissions are selected for the Dropbox Sign integration:
Offers
- GET: Retrieve application's current offer
- PATCH: Update application's current offer
Candidates
- GET: Retrieve candidate
- POST: Add note
Applications
- POST: Add attachment to application
Jobs
- GET: List approval flows for job
Users
- GET: Retrieve user
Once your API key has been created, share it with TEAM IM. Reach out to dropboxsign.support@teamim.com for a secure way to share the API key.
Create webhooks
Next, you'll need to create a few webhooks. Follow the steps in this article to create your webhooks. Use the values listed below to configure three (3) webhooks:
- Name: GreenSign App Offer Created
- When: Offer created
- Endpoint URL: https://greensign.teamim.com/api/created
- Secret Key: Generate a key here https://randomkeygen.com/
- Name: GreenSign App Offer Updated
- When: Offer updated
- Endpoint URL: https://greensign.teamim.com/api/created
- Secret Key: Use the same secret key generated above
- Name: GreenSign App Offer Approved
- When: Offer approved
- Endpoint URL: https://greensign.teamim.com/api/created
- Secret Key: Use the same secret key generated above
Create custom offer fields
In order for the Dropbox Sign integration to work, custom offer fields will need to be created in Greenhouse Recruiting. Follow the steps in this article to create the custom offer fields listed below:
|
Name |
Field Type |
Options |
Notes |
|
Dropbox Sign Title |
Short textbox |
This allows customizing the title of the document sent to the candidate from Dropbox Sign. |
|
|
Send to Dropbox Sign |
Single select |
|
|
|
CC Email Addresses |
Multi-select or Long textbox |
Input custom field options on a separate line. If using long text, emails must be entered in this format:
|
Either type may be used depending on the business use case. Long textbox allows any email addresses to be specified. Multi-select allows the selectable emails to be predefined for users to choose from when creating an offer. |
|
Dropbox Sign Subject |
Single select or Short textbox |
Input custom field options on a separate line.
|
This allows customizing the subject line of the email sent to the candidate from Dropbox Sign. |
|
Dropbox Sign Message |
Single select or Long textbox |
Input custom field options on a separate line. |
This allows customizing the message body of the email sent to the candidate from Dropbox Sign. |
|
Within Offer Range |
Yes / No |
Create an offer document with text tags
In order for your offer document to work with the Dropbox Sign integration, it must use text tags.
Text tags tell Dropbox Sign where signatures should be placed on the document, who the signers are, and what type of fields need to be there.
Tip: For an in-depth guide on text tags, check out the Dropbox Sign text tags walkthrough.
Check out the table below for more information on each text tag:
|
Text Tag |
Description |
[sig|req|signer1 ] |
A signature field will be placed here and is required to be filled in by signer1. |
[text|req|signer1 ] |
A text field will be placed here and is required to be filled in by signer1. |
[date|req|signer1 ] |
A date field will be placed here and is automatically filled in and associated to signer1. |
When viewing a document using text tags on Dropbox Sign, the document looks like this:
After a document is signed in Dropbox Sign, the signed text tags appear like this:
Construct your offer documents or offer templates with Dropbox Sign text tags in order to use the integration.
Use the Dropbox Sign integration with Greenhouse Recruiting
Send offer letter
To send an offer letter with Dropbox Sign on Greenhouse Recruiting, select a Candidate, and move to the offer stage if necessary.
Under the candidate's Offer Details tab, click Manage Offer, then click Create Offer.
Click Update under Offer Details.
Fill in the custom offer fields as needed.
- Title – sets the title of the offer document as it appears in the candidate's email and browser.
- CC Email addresses – adds CCs on the signature request.
- Subject – sets the subject of the email sent by Dropbox Sign.
- Message – sets the message of the email sent by DropBoxSign.
When finished, click Save.
Scroll down to Offer Documents and click Upload to upload the offer letter you constructed with Dropbox Sign text tags.
Click Update under Offer Details, set the custom offer field Send to Dropbox Sign to Send.
When finished, click Save.
An email will be sent to the candidate by Dropbox Sign.
Review signed offer letters
Once signed, signed offer letters will appear in Greenhouse Recruiting under the candidate's Offer Details tab > Offer Documents for download and viewing.
Additional resources
For information regarding pricing or integration support, reach out to dropboxsign.support@teamim.com. Pricing is based on the number of signature requests processed via the integration, so please provide an anticipated number of signature requests per annum initiated from Greenhouse Recruiting. TEAM IM can either connect to an existing Dropbox Sign subscription or they can provide a new one for you.