To add a document to any Company, Contact, Candidate or Job Record, please follow the steps below
- Locate any Company, Contact, Candidate or Job Record
- ‘Right Click’ – OR – Click on the ‘More Actions’ button and select ‘Document’
- A new Document window will pop up
- Add a Sub-Type, Subject and any desired Notes
- Click on the Document Field Drop Down Error to locate a file from your local computer
- Choose which records this Document should be linked to (You can chose a contact, candidate and job per individual document. Only one is required). Note: Depending on where you initiated the document, one or all linked records may already be selected.
- Click ‘Save & Close’ to upload and link your document