Awesome Docs
[Pages:26]Awesome Docs
The Vaco Contracts are set up as templates and are ready for you to "attach" to your record and send out via DocuSign.
Remember: Individual Salespersons and Team Leads are not authorized to sign Vaco contracts; only Anchors and Executive Partners do. Therefore, only Anchors (and Executive Partners) have a Vaco DocuSign account.
Table of Contents
(Click on Heading to jump to that page) From Candidate or Placement Records: ...................................................................................... 2
Candidate's Point of View: ....................................................................................................... 7 Anchor's POV:........................................................................................................................... 9 Quick Guide ? How to send a Candidate or Placement contract: ......................................... 10 From the Company Record: ....................................................................................................... 11 Contact's Point of View: ......................................................................................................... 15 The Anchor's POV:.................................................................................................................. 16 Important: Update Fields on Company Record ..................................................................... 16 Quick Guide ? How to send a Company contract:................................................................. 19 Corp-to-Corp Contracts: ............................................................................................................ 20 How to send Addendum B to the Vendor Contact ................................................................ 20 FAQs ........................................................................................................................................... 24
May 7, 2018
Page 1
From Candidate or Placement Records:
Click here for a Video Demonstration (login with Network credentials) Step-by-step written instructions:
1. Click Select an Action > Awesome Docs
2. Click "New Awesome Doc"
May 7, 2018
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3. From the avail list of templates, select the one you want to use, and then the screen will open to a landing page that looks like a blank document.
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4. Change the Corporate User - This allows you to send the document on behalf of the authorized signer, your Anchor. a) Click on the face icon b) Click in the Search users box to select your Anchor from the list c) After selecting your Anchor, click the refresh button in the "Corporate User" window to reload the document.
5. Click the Create button.
When you Create a document, two things will happen:
1) a window with the option to open the editable Word document will appear and 2) a "Document Created" window will appear
1. Open and review the Word document to double-check that all looks well (e.g.: the legal entity name of your Branch successfully merged into the document).
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a. The Word doc will display the name of the Corporate User you chose in Step 4. Do not add the Anchor's title to your Word document; this will be inserted by DocuSign.
b. Do not add a date in the signature areas, as that will also be handled by DocuSign.
c. If no changes, simply close the Word document. d. If you DO need to make any edits, you can do so right on this
document. i. Click Save on the Word document to save your edits. ii. If substantial edits, please get Anchor's approval BEFORE sending.
2. The Document Created Window
6. Click Save on the Document Created window. This is not a required step; do only if you wish to save a copy of the unsigned document on the candidate record.
7. Click Send Envelope. To send the contract, click Send Envelope next to the DocuSign logo. (Do not click the "email" button.)
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Success:
Error message: "This user lacks sufficient permissions to access this resource"
** If you fail to change the user from yourself (or if you select anyone who is not on our DocuSign account), you will receive an error message when trying to send the doc. **
6. When complete, close the pop-up window and close the Awesome Docs tab on the left-hand sidebar (aka: your Bullhorn bowling alley). You've done your part. It's now up to the recipient to sign the contract.
7. When all parties have signed the contract, a completed copy is automatically uploaded to the files tab on the appropriate record.
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Candidate's Point of View:
The candidate will receive an email from the Corporate User you chose (either the Anchor or Executive Partner of your office).
The email will be from "Anchor Name via DocuSign" and the address will be dse@.
How it appears to the recipient:
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Anchor receives email notification: a) When the Recipient views the document. b) When the Recipient signs document. After Recipient signs, it is the Anchor's turn.
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