How to follow a collection from the Inbox
In the collection conversation in Inbox you see the messages to the candidate, the form answers, the signature status, and you can send the contract.
Updated on Oct 12, 2026
Each collection that starts opens a dedicated conversation in Inbox. From there you follow the whole flow without changing page.
Where to find it: Inbox → the candidate's conversation. You can also open it with View conversation from the collection details.
What you'll find in the conversation
- The WhatsApp messages sent to the candidate: form sending, contract sending, confirmations.
- The meta messages, visible only to your team:
- Document collection started, with the Go to collection link;
- the completed form, with View responses;
- the Participants signing status, with View contract;
- the final status: Collection in progress or Collection completed.
Available actions
When the contract is waiting for approval, in the conversation you'll find:
- Send contract now: you open the sending window and approve.
- Don't send: you stop sending for that candidate.
See How to approve and send the contract to the candidate.
Good to know
- The candidate doesn't receive the meta messages.
- Each signer's status can be Waiting to be sent, To sign, Sent on … or Signed on ….
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- What a Contract is and where to find the signed contractThe PDF that the candidate and the HR manager sign digitally through the e-signature provider; where to see the signed contract.
- What a Form is and how the candidate fills it inThe form the candidate receives on WhatsApp to send the data needed for the contract. What they see and what happens after they submit it.
- What a document Collection isThe pre-onboarding flow that sends the candidate a form, a contract to sign, or both via WhatsApp.
- How to create a ContractUpload the PDF, write the sending message, assign fields and signatures; the candidate form is created automatically.
- How to create a FormCreate an onboarding form: sending message, fields linked to the contract and additional fields.
- How to create a document CollectionCreate a new collection in four steps: information, objectives, resources (form and contract) and activation.
- How to track participants in a collection's detailsThe Participants tab of a collection: candidate statuses (form sent, waiting for approval, offer signed…), filters and actions.