To edit a document:

  1. On the Documents page, at the top of the left-side panel, click the ALL tab.
  2. Under All Documents, hover over the document you’d like to edit, and click VIEW. 
  3. In the document panel next to the document name, click EDIT.
  4. Make changes in the fields provided.
  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 delete a document:

  1. On the Documents page, at the top of the left-side panel, click the ALL tab.
  2. Under All Documents, hover over the document you’d like to edit, and click VIEW. 
  3. In the right-side panel next to the document name, click EDIT.
  4. Make changes in the fields provided.
  5. Click DELETE.
  6. A confirmation window will appear. Click DELETE to confirm your choice.