Document library

Here you can store the documents you work with at the various stages of the recruitment process, such as job descriptions or maps, in a structure that works for you. This is ideal for working remotely as you don't need to access your organisation's network.

You can also set frequently used documents to be automatically added to vacancies.

  1. Go to Settings > Document Library.

  2. To add a new folder:
    • Select Create Folder.
    • In the Description box, enter a name for the folder.
    • Select the Global check box if you want this folder to be visible to everyone in your organisation. (Clear the check box to ensure the folder is only visible to you. You can change this later if you want to share.)
    • Select Save. The folder is created and is displayed with a variety of options.

    3.  

  3. To edit a folder:
    • Select the folder you want to edit and select Edit Folder.
    • If required, in the Description box, change the name for the folder.
    • Select or clear the Global check box if you want to show or hide this folder with everyone in your organisation.
    • Select Save. The folder is updated.
  1. To create a sub-folder:
    • Select the folder you want to create a sub-folder in then select Create Sub-folder.
    • In the Description box, enter a name for the sub-folder.
    • Select the Global check box if you want this sub-folder to be visible to everyone in your organisation. (Clear the check box to ensure the sub-folder is only visible to you. You can change this later if you want to share.)
    • Select Save. The folder is created and is displayed with a variety of options.
  1. To add a new vacancy document to a folder:
    • Select the folder you want to add a document to then select Create Vacancy Document.
    • In the Document Description box, enter a name for the document.
    • To make the document available to candidates, select the Public switch. (If off, candidates will not be able to view the document during the application process.)
    • To make the document available for download on the job ad and application form, select the On Advert switch. (If off, the document will not be available for the candidate to download.)
    • To automatically add this document to all new vacancies, select the Auto Add switch. (If off, this document is not added to new vacancies.)
    • Select Add File to select and add the document.
    • Select Save.
  1. To delete a folder (and all files within it):
    • Select the folder or sub-folder you want to delete then select Delete.
    • Select Delete again to confirm.