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/searchClient
To view the File Click on the Client name from the Client 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.
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.
On the notification of the Expire Date enter the date of expiration. On the day of expiring you will get an Email to configure the email id into the system. Add a File other than mentioned, you will not get a link to the document name in the File tab.
