Sending an Envelope

Before sending the envelope to a new hire, the authorised user can fill out a pre-send section with details that specifies the deal provisions for the hire. There is also the option to auto-complete from previous forms sent. Select the Send Envelope icon and choose the Team Member from the list. Select the type of envelope to be sent e.g. Direct Hire, Loan Out, Construction, etc. A Due Date will also be required which indicates to the Team Member when the production requires the completed envelope to be completed.

CrewStart will automatically populate data from the information already entered during the Team Member invitation.

Depending on the type of envelope being sent, you may have the option to select various allowances such as Car, Box and Equipment

The system guides you through various steps until the Confirmation summary page where you can then select Send.

CrewStart also provides a feature to link envelopes. If the envelope being sent is linked to another, you will be asked if to also send the linked envelope(s) with the current.

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