Apploi now allows you to send electronic documents to applicants (via email or text* message). These documents can be filled out and signed directly online by the candidate.

Whether is an employment application, offer letter, federal tax forms, reference requests, or employee handbook details, Apploi can help speed up your hiring process with our digital documents feature. If you do not currently use Apploi's documents feature and would like to get this set up, please reach out to your Customer Success Manager (or the Apploi Support team) and send a file of the documents that you would like to have added.

You'll first want to create a email or text (or both) template that can be used for sending documents. Follow the steps below to create the original template and you'll be ready to send documents via text or email.
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You can create new templates on the email/text templates page. Click the +Create Template button located in top right corner of the page.
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Enter the template name. This will not be seen by the candidate so name it whatever is easiest for you and your team to remember.

Create the templated message you want. You can add any merge fields you'd like to the message to customize the template.

When you reach the point in your message that you'd like to include the link to documents, click the +Merge Field dropdown and select:
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​​URL - Candidate Documents

Once you have finished creating your template, be sure to click the Create Template button at the bottom to save your message.

Once it is time to send documents to a candidate, simply begin by clicking the messages icon under the given candidate.

This will open up a new window where you can select the form of communication by clicking the Text Message icon or the Email icon.

To select the necessary template, click the dropdown for Select Template.

The template and a new dropdown for Document Packet will appear. If your account has only one set of documents to send candidates, 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 candidate will receive an email that includes a link to the electronic documents for completion and signature:

When sending documents via text message, the text will be sent to the candidate including a link to complete those onboarding documents.

If you send documents to candidate via email, you can click the link in the sent message on Apploi to see what the documents look like to the candidate.
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Or better yet, add yourself as a test candidate and send the documents to your test candidate.

After you have sent the documents to a candidate you will be able to track the candidate's progress in the Document section of the candidate's profile.

You can also delete or resend the documents by hovering over the 3 dots on the document card and selecting Resend or Delete. Once a document is completed the Resend option will be replaced with a Download option.

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Need edits made to existing documents on Apploi? Reach out to your CSM or the Apploi Support team via the Chat feature to request edits.