Template · Recruitment
Document checklist: Executive search
Who asks whom: The search firm to candidates
3 documents2 to signPremium
Included in the paid plans, or €2.90 once on the Free plan.
The 3 documents to request
- CVDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Consent to be presented to the clientDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
- Non-disclosure agreement (NDA)If the search is confidential.Document or photo (PDF, JPG, PNG, HEIC, WebP) · Ready to sign
Documents to sign
- Consent to be presented to the client: To sign by hand, then send as a photo or PDF.
- Non-disclosure agreement (NDA): Document provided by Please Send It in your name, ready to sign: signed online with a paid plan, otherwise printed, signed and sent back.
How it works
- List the documents you need, and their format. With this template, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (executive search)?
This template lists 3 documents: CV, consent to be presented to the client, non-disclosure agreement (NDA). 2 of them must be signed.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this template free?
This template includes a document ready to sign, provided by Please Send It. It is included in the paid plans, or costs €2.90 once on the Free plan.
Similar templates
Ready to send it?
Included in the paid plans, or €2.90 once on the Free plan.
Updated on September 30, 2026