How do I select who will sign an offer on behalf of the company

Question:

How do I select who will sign an offer on behalf of the company?

Answer:

When you create an offer and click on 'Send with DocuSign', you will have to enter a user in the 'To User' field. This will be the user that is assigned to sign the offer on behalf of the company.

In order for a user to populate here, they will need to be on the job as a Job Admin: Private (or a job admin type with the permission stripe"Can see private notes, salary info, manage offers, and approve jobs/offers") . Alternatively, they can be Site Admins with the user specific permission of "Can see private notes, salary info, manage offers, and approve jobs/offers". 

 

2017-08-03_1737.png

Applies-To:

[DocuSign, Offers, Send with DocuSign, Company Signer]

Metadata

[Organizational, historical, and categorization data that shows whether content is in the right general domain, as well as state and usage information that helps would-be users understand how often a KCS article has been reused (to indicate confidence) and its stage in the development life cycle.]

Author: [Olivia Hirsch]
Create Date: [14:15: 08-03-17]
Modified Date: [14:15: 08-03-17]
Keywords: [Docusign, Offers, Send with DocuSign, Company Signer ]

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