You can manage all Master documents on the system under the Doc Templates module. These documents can be concerning onboarding, client contracts or agreements, Offer letters, etc. 

Step 1: Access the Doc Template Module from the three dots icon on the bottom left of the system.

Navigation-Link: https://app.ismartrecruit.com/manageDocuments 

Step 2:  Click on the Add Document Button.

Step 3: Add details related to the document in the form. After entering all the details click on the Save button below to save the document.

Onboarding and Offer Letter Documents

Onboarding Documents

When uploading documents intended for onboarding, select the document category as "Onboarding". This enables the system to recognize these documents for onboarding-related actions.

You can also mark a document as the default onboarding document, which means it will be automatically attached during the onboarding process, saving you time from adding it manually for each candidate.

Additional configuration options for onboarding documents include:
Select Employee Action Type
Document Type

Select the appropriate action based on your requirement.

• Should sign the document
  When you select this action type, the candidate will be able to reupload, view, and download the document. 
  
  
• Should agree to the document
  When this action type is selected, the candidate must check the document checkbox. Without checking this check box, the onboarding process cannot be saved.
  
  
• Just view this document:
  When you select this action type, the candidate will only be able to view and download the document. Editing is not allowed.
  

When you select "Should sign the document", an additional field “Document Type” will appear.


Dynamic: If you select dynamic type, the tags in the document are replaceable.

Static: If you select static type, the tags in the document are not replaceable. 

For more details, visit our help article: Onboarding Process

Offer Letter Documents

When you select the document category as "Offer Letter", these documents will become available when generating an offer letter for a candidate.

This helps you quickly access predefined templates or required attachments while sending out offer letters.

For more details, visit our help article: Generate Offer Letter

Edit/Download Stored Documents

You can edit the existing document by uploading a new one or downloading the document into your system when required.

To Edit the given Document click on the edit icon(pencil) which is blue and to Download the document click on the green arrow icon.