You can add documents by going to the Documents page, under Organize Documents. 

  • Create a single new document by selecting from a list of pre-existing documents and editing the content to suit your needs. Or, create a new document from scratch. 
  • Add multiple documents by selecting from the recommended list of pre-existing documents.

 

To create a single new document:

  1. On the Documents page, at the top of the left-side panel, click the ORGANIZE tab.
  2. Under Organize Documents, click ADD NEW DOCUMENT.
  3. Click CREATE NEW.
  4. Choose how to create your document:
    1. To use a pre-existing document, click a pre-existing document category, then click a pre-existing document. Make your changes to the pre-filled information and fill out the required information.
    2. To make a new document from scratch, click CREATE NEW. Fill out the required information.
  5. Choose the Requirement:
    1. Select ‪SUGGESTED ‪if it's an optional document for your assigned candidates.
    2. ‪‪Select ‪MANDATORY ‪if it's a required document for your assigned candidates.
  6. Choose the Expiry Type: 
    1. Select ‪NO EXPIRY if the document does not expire. 
    2. Select ‪USER GENERATED if the document does expire. This option lets Candidates enter the expiry date.
  7. Assign your selected document to candidates. See how to assign candidates to tags.
  8. Click SAVE.

 

To add multiple documents:

  1. On the Documents page, at the top of the left-side panel, click the ORGANIZE tab.
  2. Under Organize Documents, click ADD NEW DOCUMENT.
  3. Click ADD MULTIPLE.
  4. To search for specific documents, click the search bar and enter the name of the document. Click the checkboxes next to the documents you’d like to add. 
  5. Assign your selected documents to candidates.
  6. Click ADD SELECTED.


To view more about a document, click VIEW to the right of the document.


By default, it's optional for a candidate to upload a document. If you require a certain document from your Candidates when adding multiple documents, you'll need to individually edit the document and change the Requirement to Mandatory.