Adding / Creating & Linking Documents

Instructions

To add a document to any Company, Contact, Candidate or Job Record, please follow the steps below

  1. Locate any Company, Contact, Candidate or Job Record
  2. ‘Right Click’ – OR – Click on the ‘More Actions’ button and select ‘Document’
  3. A new Document window will pop up
  4. Add a Sub-Type, Subject and any desired Notes
  5. Click on the Document Field Drop Down Error to locate a file from your local computer
  6. 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.
  7. Click ‘Save & Close’ to upload and link your document

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