Stiply is an easy to use add-on for Carerix which enables you to have your documents electronically signed. Stiply is extremely easy to use, legally valid and available in multiple languages to serve all your signing needs.
Want to use Stiply in Carerix?
Please contact your Account Manager at Carerix to receive price information.
Step 1: Activation in Carerix.
The Stiply integration will be activated by a Carerix Consultant. After activation you
will be contacted to get a step-by-step introduction to the integration.
The first time you're going to use Stiply you'll be asked for a name and email address. You need to enter your work email address here, after this you can use Stiply.
After the integration, new tabs will be visible in your Carerix application. You are able to find these tabs in the following files:
Candidate
Contact
Match
Placement
Through the Reports button on the upper right corner, you can find the Stiply Dashboard.
Step 2: Configuration of Documents
Before sending and signing the document, the documents that needs to be signed need to contain extra code in the places of signing. So you need the documents to be prepared.
This can be done by the Administrator or Carerix if have standard Document Templates.
If you create your contracts/documents manually, please add the codes to your document.
These codes are predefined, the following options are available:
The tags for the actual signers are 'signature', multiple signers get incrementing numbers:
Signature
{{signature_0}} --> 1st signer
{{signature_1}} --> 2nd signer
{{signature_2}} --> 3rd signer
The same goes for text fields:
{{text_0}} --> 1st signer
{{text_1}} --> 2nd signer
{{text_2}} --> 3rd signer
Definitions:
Tags are defined by using double curly brackets: "{{..}}". The '{{text_0}}' tag can be used for all input fields in the document. Fe names, dates, IBAN numbers etc.
To link different fields to different signers, you use incrementing numbers. Fields with the same number are to be filled by the same signer.
Step 3: Uploading and sending the documents
When the documents are containing all necessary codes you can upload the document in the Attachment tab of one out of 4 Files (Candidate, Contact, Match, Placement)
Please note: Document extension .PDF is not valid. .pdf (no capital letters) and Word documents are.
Go to the Stiply tab
Select the desired document and insert the information for the receiving parties.
Insert a phone number to add an extra verification step.
Scroll to the bottom of the page and press the button "Send Signing request"
Optional:
It is possible to change the matchstage after all recipients signed the document. The code 'Stiply' needs to be in the specif matchstage.
Dashboard:
Have an overview of your current documents in the process by opening the "Stiply Dashboard" (Reports)
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Keywords : UD-2500