The document section is designed to centralise and streamline the management of documents related to candidates, clients, jobs, and employees. This ensures that all relevant information is easily accessible, organised, and secure, facilitating more efficient and effective recruitment processes.
Information: To read more on how to upload and manage access of a document, click here: Upload a Document, Document Access Rights.
To navigate to the share document page, follow these steps:
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Navigate to the main navigation header bar and, for example, click on Candidates.
- Select a candidate from the list by either clicking on the candidate or clicking the three-dot button and selecting View Summary.
- This action will take you to the candidate summary page. Navigate to the Document section and click the three-dot button next to each document.
- You will see three options: External Share, Internal Share, and Share as Attachment. Choose the option that suits your preferences.
Document Share - Options
- Internal Share: Allows sharing documents with colleagues within the organisation.
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Upon clicking, the internal share popup will appear. Enter the email address of the recipient and click Share.
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Internal Share - Email ID - Share
- External Share: Allows sharing documents with external stakeholders.
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Upon clicking, the external share popup will appear. Enter the recipient's email address and choose the link validity period, then click Share.
- Once the access is provided, you will get an option in the same window to Revoke Access.
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Information: The validity of a link refers to the duration for which the shared document or link remains accessible to the recipient before it expires.
Information: To revoke access to a document means to cancel someone's permission to view or use it.
External Share - Email ID - Validity of Link - Share
- Share as Attachment: Facilitates document sharing by attaching them to emails.
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Upon clicking, a popup appears asking you to attach the document to your email, click Yes. An email popup appears, enter the details in the respective field and click Send Email.
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Email - Document Attached - Send Email
Information: To learn more about Email Integration and how email communication syncs with calendar functionality, allowing you to schedule interviews or follow-up tasks seamlessly, click here: Sync your Emails, Microsoft 365, Sync your Calendar.
Information: To read more on how to configure Email Templates, click here: Configure Email Templates.
Information: To read more on how to setup the email signature, click here: Setup Email Signature.
Information: To read more on candidate mails, click here: Candidate Mails.
Information: To read more on candidate documents, click here: Documents.