How to add a document

To attach a document to a candidate, hover over the Personnel icon in the main sidebar and select the Candidates module. Open the profile of the candidate you want to update, then click the Documents tab in the header.

Click the Add New button in the top right corner of the screen.

A modal window will open.

Fill in the details below:

• Title (required) – Give the document a name.
• As of Date (required) – Enter the date the document was received or created (current date is preselected).
• Tags (optional) – Add tags to make the document easier to identify and search for.
• Attachments (required) – Upload the file here. 

Click Save.