Key Information Documents (KID) for Agency Workers
Electronic Signatures now available with our new Signable integration
Why use Signable?
With Signable you can send documents straight from Influence to your clients’ or candidates’ inbox to be electronically signed.
The signing parties will receive an email with a unique link to add their electronic signature to the document. Once all parties have signed, the completed document is returned to you as a pdf with electronic signature details. Drag and drop back to Influence to complete the process.
Creating eSignatures is that easy! No registration is needed by the signer and they can sign online from any device. If you need to send one document to multiple people, no problem. You can easily add multiple signers when sending out the document for electronic signing.
Candidate Registration Portal using Cognito forms
Easily build powerful forms using Cognito forms and our powerful Outlook Integration. This new tool is located in the Influence Professional Toolbox and allows an Outlook folder to be scanned for Web Form email notifications.The Tool will then import the emails and use the data and attached documents to do any of the following:-
- Create and Populate Candidates
- Manages their Compliance Data e.g. Passport No and Expiry
- Manages their Compliance Documents e.g. Passport Picture
- Manages Policy Opting e.g. GDPR opting In or Out
- Stores any Slotted documents and Scans for attributes e.g. Original CV or Referee Document
- Manages Company Trade Details e.g. Bank Account and Sort Number
- Import Attributes
- Import Candidate Photo