SF Recruiting Management - DocuSign integration

[assethi]

Hi All,

I have a requirement from the client related to DocuSign Signed documents and need your guidance.

Client is using the DocuSign integration with Recruiting management for Online Offer letter – eSignature. We have multiple Offer Letter Templates designed in system and while sending the offer letters there are additional attachments selected in DocuSign for candidates to sign, in this case example Offer Letter (SF ) + terms and Condition + Annexure (attached in DocuSign).

Client requirement is that additional attachments in DocuSign (terms and Condition + Annexure), signed by Candidate to be updated back in SF. I am unable to find any proper guide. However I understand that DocuSign needs the Webhook URL.

I need understanding on the complete process and steps:

1. How the Integration setup done in SF. Do we have any standard guide?
2. What is the requirement to create the Webhook URL?
3. Any changes in Recruiting, like any additional field to be created where the documents get updated
4. Any additional details required form DocuSign
5. What should be the timeline for this integration

Your help and guidance is much appreciated. Look forward to hear from the wonderful community.

Regards,

Ashmeen Sethi

[Prem88msit]

Hi,

We also have the same use case, We need the support from community to understand, if anyone able to achieve this functionality. 

[Ben1095]

Hi Ashmeen,

Interested to know how you made additional documents via Docusign that are able to be signed when you are triggering the offer letter step. I was under the impression the candidate could only sign the offer letter document during the DocuSign signature step.

Many Thanks,

Ben

[assethi]

Hi Ben,

It is standard functionality of DocuSign. You can attach other documents in DocuSign (However, from SFSF only Offer Letter is supported) and add placeholders for signatures of the respective participants like Candidate, HR etc. as per business requirement.

Regards,

Ashmeen Sethi