How to share a document

To share a document, hover over the Personnel icon in the main sidebar and select the Candidates module. Open the profile of a candidate from the list, then click the Documents tab in the header to display the list of files.

Choose the document you want to share and click the More icon (⋯) at the far right of the row. From the dropdown menu, select Share.

A modal window will appear where you can configure sharing details. Complete the following fields:

• Shared Spaces – Select a shared space from the dropdown menu.
• Shared Space Name (required) – Enter the name of the shared space.
• External Participant Email (required) – Provide the email address of the external participant.
• Shared Space Item Name (required) – Enter the name of the document or item you are sharing.
• Expiration Date (optional) – Choose an expiration date using the date picker (current date is preselected).

When finished, click Save to confirm.