OBDoc Overview

OBDoc is our hassle free digital signing solution, which allows you to easily create, send, sign and securely save all your contracts, client inductions or post-placement documents in your ATS- Solution.

How to send OBDoc for signing

The process of sending a document to sign starts right within your ATS solution. Just like you have an action in your ATS to send onboarding forms, you will also see a new action called "Send OBDoc for Signing" right next to "Send Onboarding Pack" action. If you are not able to locate the action or are unsure of where to send the document for signing from within your ATS solution, talk to our support team and we will help you get started. For most ATS, the action has been automatically added, while some ATS require some further manual work to add the action.  

How does the costing work

Just like most items in Onboarded, OBDoc is based on OBDoc credits. You can purchase as many OBDoc credits as you like and each completed document that is signed and fully executed consumes a credit. To be clear, you may have 5 pages in a contract and may request 3 signatures on various pages of the contract. This is counted as 1 credit. Irrespective of how many pages or how many signatures are requested, one contract is one credit charged. OBDoc credits do not expire. It is only consumed once a document is completed so you can purchase as many credits as you need without worrying about losing your credits. Each OBDoc credit is AUD $2 + GST. 

Here is a quick video to show you how OBDoc works.

List of merge fields or OBDoc: 

{{Signee-1-Signature}}
{{Signee-1-FullName}}
{{Signee-1-FirstName}}
{{Signee-1-LastName}}
{{Signee-1-Email}}
{{Signee-1-Mobile}}