Offer Letter

An offer letter is a document in which a company formally presents to a candidate the main conditions of a job position, such as the role, salary, and start date.
This document allows the candidate to review and accept the proposal before signing the employment contract.

1. Document Creation

The first step is to create the document in our “Smart Documents” menu.

Within this menu, we can create the document using conditional rules or dropdown lists so that it displays exactly the information required for that specific document.

2. Form Creation

Once the document has been created, a form must be created in order to use it.

You must select the Smart Document and click on the “Form” tab.

After opening the form tab, you must click “Create form.”

3. Form Configuration

Here you must assign a name to the form and define the file name, specifying how the form will be identified.

Once the form is created, it is important to note that you can assign a Workflow for approvals or signatures, depending on your needs.

This allows the document to have traceability according to your company’s operational process.

4. Folder Structure

After that, you must assign a logical folder structure so the document is saved in the location you consider appropriate.

This can be done in two ways:

Fixed folder > For example: “Offer Letter”

Dynamic structure > Applying a structure based on document variables, which automatically generates folders dynamically.

Example variables: • Company • Department • Employee name

5. Save Configuration

Once the folder structure has been configured, you must click Save in the bottom-right section.

Once the form is created, it is important to note that you can assign a Workflow for approvals or signatures, depending on your needs.

This allows the document to have traceability according to your company’s operational process.

6. Notification Configuration

After that, you will have access to the “Notifications” menu.

Here you can configure notifications for each status of the form, for example when:

The form is sent  
The document is signed  
The document is rejected  
A logical condition defined in the process occurs

This notifications section is optional, but it helps provide visibility and traceability during the process.

Result

Finally, the form can be shared in different ways.

It can be shared:

This allows the candidate to complete the required information so the Offer Letter can be generated automatically, continuing the approval or signature workflow configured by the company.

Hear directly from our valued customers!

Himura Adreas CEO at Manika

After evaluating different alternatives, we decided to integrate Despapeliza's document management platform due to a need to move forward as a company towards digitalization. Thanks to the autonomy in configuration, we have covered different areas of the company, automating internal and external workflows, managing to eliminate paper and save resources. Our users have become accustomed to the ease of the platform, demanding digitalization in more company processes.

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Lucy Rodriguez Administration Leader

Thanks to the ease of use of the solution, we achieved rapid adoption of the tool and reduced signing times from 7 days to just hours in processes of board minutes, committees and commercial agreements. We save 100% of the expenses associated with the transportation of documents and the collection of signatures in different communities, and even outside Santiago.

Read more