Incoming Center

The Incoming Center centralizes all your external business communications, helping you manage interactions with candidates, vendors, and other parties efficiently. Whether it’s job applications, purchase orders, or other correspondence, this module keeps everything organized and eliminates clutter.

You can enable or disable the Incoming Center at any time by using the toggle in the top right corner of the screen. From here, you can also configure File Types and Auto Numbering settings. 

How to edit file types in the Incoming Center

To change a file type configuration, select the item from the list, click the action icon at the end of the row, and choose Edit. A modal window will appear where you can update the necessary fields. Click Save to apply your changes.

How to restore default file types in the Incoming Center

To revert a file type to its default settings, select it from the list, click the action icon at the end of the row, and choose Restore Defaults. In the modal window that appears, click Save to confirm and restore the original configuration.

How to edit auto numbering settings in the Incoming Center

To update auto numbering settings, select the relevant company from the list, click the action icon at the end of the row, and choose Edit. A modal window will open where you can modify the fields as needed. When finished, click Save to apply your changes.