Automatically Add Candidate Information to a Client Document

Once a document is uploaded on the client’s side, you can link a candidate to it, allowing all relevant candidate fields to auto-fill. This is especially helpful for documents that require signatures from both the client and the candidate.

1. Add a Client + Candidate Document Template to a Client.

2. Select Candidate to Auto Fill.

3. Select a candidate, so that their information is added to the document.

Learn more about creating Client/Candidate signed documents here

Open the document to view that the candidate's information has been added.

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