Store the eCopy of Important Documents
Written by Shruti Patel
You may add/edit/delete the files with the type Visa, Work Permit, Entry Pass, Contract, Experience Letter, Passport, Unique Identity No, etc. It’s not limited to the stated types. You may customize it on your own as per your requirements.
You may also add the expiry date of the document and get an email as well as a system notification on the inserted date before it expires.
Navigation Link: https://app.ismartrecruit.com/quickSearch
To view File Click on the Candidate name from the Candidates screen and click on the “Files” tab.
Step 1: To Add a File Click on the “+” icon.
Step 2: Once you click on the Add button, the Add File dialog screen will appear and you can fill out the form by entering the name and type of the form.
Step 3: You can also select the Expiry Date if you want to set the Expiration for the File and enable the Expiry notification. If you enable the notification you will get an Email as well as a system notification on the inserted date before it expires. You can also share this file with clients.
Step 4: Once you have filled out the form and uploaded the file, just click on the Save button.
To edit a File, click on the 'Pencil Icon' available with the respective added File.
To remove a File, click on the 'Delete Icon' available with the respective added File.
To download a File, click on the Download Icon available with the respective added File.
If you have set the toggle to receive an expiration notification when the file expires, you will receive the email which you have connected to the system.
