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This lesson shows you how to change the Document Type How to Change a Document Type How to Change a Document Type Go to the document section in any of the records and hover over the docume...
1. Click on your name in the top right corner. 2. Click "Tools & Settings" 3. Click "Document Library" 4. Hover over Documents, and click this dropdown arrow. 5. Click "New Folder" 6. Type in t...
This lesson shows you how to Delete Documents Enter into the appropriate “Documents” section. Find the Document you wish to delete and click the white “Check Box” on the lef...
1. From within a candidate record (for example - you can do this in any record with documents), go to your documents section. 2. For example, mine is located under Resume Info & Documents. 3. Sele...
1. Click into your documents section within a candidate record. 2. You will see this resume is marked as a General document, which means it won't be searchable in the Longlist or resume section of ...
1. Re-xtracking a resume will update the candidate record with the new information from the resume. Hover over the resume you wish to re-xtrack, click the dropdown arrow. 2. Click "Re-xTracked" 3....
1. From within the documents section of any record, hover over the document you want to view. Click the green dropdown arrow. 2. Click "View" 3. Now you can view the document without downloading. ...
1. Click the dropdown arrow to make live edits to this document. 2. Select Live Edit. 3. Open the document in word. 4. Make edits. 5. Save the word document as you normally would. 6. Click "Clo...