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.

Note: For all documents that you add for Onboarding, you can select the document category as Onboarding to enable further actions on this document.  

You can mark the document as the default document, which means that while onboarding candidates, you wouldn't need to manually add this document for each candidate. 

For more information on how these documents can be used while onboarding, please refer to our detailed article on onboarding.

https://help.ismartrecruit.com/onboarding/initiate-onboarding-process 

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.