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Changing a Document Type

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...

Creating a Document Folder

This lesson show you how to create a Document Folder within a record You can create a document folder in any record that has a document section. Click on the documents section of your record. G...

Deleting Documents

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 rig...

Bulk updating Documents

This lesson shows you how to bulk update Documents ...

Changing a General Document to a Resume

This lesson shows you how to change a General Document to a Resume ...

How to Re-xTracked a Resume

This lesson shows ou how to Re-xTracked a Resume ...

How to view a Document without Downloading

This lesson shows you how to view a Document without Downloading it ...

Live Edit Document

This lesson shows you how to Live Edit a Document ...