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:

 

 

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

  • Send
  • Offer has been sent
  • Send Regenerated Documents
  • Candidate Viewed Offer
 

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:

  • example1@email.com,example2@email.com

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:

Dropbox Sign document showing an fields for signature, with date

After a document is signed in Dropbox Sign, the signed text tags appear like this:

Dropbox Sign document showing fields for signature with example signature and example date

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. Create Offer button highlighted in marigold emphasis box

Click Update under Offer Details.

Update button highlited in marigold emphasis box

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.

Update button highlighted in marigold emphasis box

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.

Example signed documents showing on a candidate profile in Greenhouse Recruiting

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.