Apploi allows you to send electronic documents to applicants that can be filled out and signed directly online. Whether it's federal tax forms, reference requests, or employee handbook details, Apploi can help speed up your pre-hire process through online onboarding. If you do not currently use documents via Apploi for hiring or Apploi Onboarding and would like to get this set up, please reach out to your Customer Success Manager and send a file of the documents that you would like to have added.

You can also send documents via text message. Take a look at how to configure email/text templates to send documents here.

Once it is time to send documents to an applicant, simply begin by clicking to send an email:

This will open up a new window to select your necessary email template. From here click the dropdown for Select Template > select Sent Documents.

The email template and a new dropdown for Document Packet will appear. If your account has only one set of documents to send applicants, this dropdown will be automatically populated. If you have multiple packets that can be sent, click the dropdown to select the appropriate documents:

*Note: you can always send multiple document packets in one email

Once you select the appropriate document packets, click Send Email. The applicant will receive an email that includes a link to the electronic documents for completion and signature:

You can learn how to review the status of pending documents and how to download completed documents here.