EchoSign Integration
mindSCOPE Staffing and Recruiting Software
www.mindscope.com
CURA Technical Support
Email:
[email protected]
EchoSign Integration
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Table of Contents
Getting Started With EchoSign ... 3
Sending Documents using EchoSign ... 5
Sending Reminders for Unsigned Documents ... 10
Reviewing Completed Signed Agreements ... 12
Viewing Signed Agreements from the My Information Module ... 15
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Getting Started With EchoSign
EchoSign is an add-on integration allowing you to submit key forms to Clients, Contacts and Candidates to be electronically signed and returned. To get started with using EchoSign in CURA, you must already have an EchoSign account and you will need to add your username and password to your CURA profile.
1. Go to the My Information Module.
2. Select My Profile from the top left menu. If you are an Administrator, this is below My Company. If you are a Recruiter user, this will be located directly below My Information in the list.
3. On your Profile select the Edit button within your Defaults section.
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EchoSign Integration
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Sending Documents using EchoSign
You may use the EchoSign integration to send documents to be signed from the Candidate, Client and Job Order Modules.
1. Go to the Documents Table for the relevant Candidate, Client, Contact or Job Order record. The following example uses a Contact Record. You may use either the document table on the Summary Page, or the tab from the top menu of the record.
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4. Locate the document you need signed from on your computer and either double click on the document, or single click and then select the Open button.
5. The browse window will close and display your document in the Document Name field. Next select one of the Signature Options:
a) I don’t need to sign this document - this will send the document to the contact to be signed
without needing to sign the document yourself.
b) I need to sign this document first – this will send the document to you first to be signed. Once you have signed it, the document will be sent to your contact to be signed as well. c) I need to sign this document last – this will send the document to your contact first to be
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7. It may take a few seconds to send out. Please wait for the Send Agreement screen to close itself. You will not have to select Send twice.
You will see that in CURA, the document table on the contact record shows that the Agreement Document has been sent but has a Status of Out_For_Signature.
8. Adobe EchoSign will then proceed to email the document to the appropriate parties in the selected order, for it to be signed accordingly.
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Sending Reminders for Unsigned Documents
1. If the contact has not yet signed the document, you may review the progress by selecting the Out_For_Signature status.
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Reviewing Completed Signed Agreements
1. Regardless of whether you selected I don’t need to sign this document, I need to sign this
document first, or I need to sign this document last, once the document is signed, you and
the contact will receive a confirmation email stating that the document is signed by all necessary parties and filed in CURA. The document will also be accessible from the email.
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Contact Email:
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3. You may select the Status at any time to review the Signature Log. Select Close when you no longer wish to review the information.
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Viewing Signed Agreements from the My Information Module
1. You may prefer to view your Outstanding and Signed documents from the My Information Module.
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3. Within the Sent Agreements section, you can review all sent documents. You may use the View History column (equivalent to the Status column from the contact or candidate review view) to review to current status of each item.
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5. The resulting information will update based on your selections.
Viewing Signed Agreements from the Dashboards
1. The Candidate, Client, Job Order and My Information Modules have EchoSign Events/Alerts Widgets, which display your recently sent documents, to whom they were sent, and when.
You may use the drop downs to select whether you want to view Recent Events or Recent Alerts, and either your own sent documents using Mine from the second drop down menu, or All.
