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Uploading documents to the Document Library

1. Click on your name in the top right corner of the screen. 2. Click "Tools & Settings" 3. Click "Document Library" 4. Select the folder you want to add the document to. 5. Click "Click or drag...

Attaching Document Library Documents to Emails

1. Select the email option to get started. 2. Click here to add an attachment from the document library. 3. Click "Document Library" 4. Select the folder your document is located in. 5. Select t...

Using Document Library for Document Templates

Overview Available on Tracker Pro and Enterprise only. Document Templates let you upload Word documents to the Document Library, then generate a copy against a Candidate, Contact or Placement record...

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