Store the Important Documents related to a Job.
Written by Shruti Patel
You save and manage files in the system. These files could be of any type, such as a Visa, Work Permit, Entry Pass, Contract, Experience Letter, Passport, or Unique Identity number.
You can also set a document's expiry date and receive an email and a system notification on the requested date for all expiring documents.
You can manage Job-related files in the Jobs module.
Navigation Link: https://app.ismartrecruit.com/openJob
To view the Files section, click on the Job name from the Job screen and click on the “Files” tab.
Step 1: To Add a file, Click on the + icon to add a new File.
Step 2: In the Add file form, enter all the required information and click the Save button to save the file in the system.
1. File name
2. Type of file
3. The expiry date for the file
4. Expiry notification: set a date for when you wish to receive the expiry notification
5. Other Information: additional information that you might want to record related to the file
6. File upload: upload the document to save the file in the system.
To edit the file details, click on the pencil icon available with the respective added File.
If you click on the edit icon, the edit file form will pop up. You can edit the details you want and then click on the update button at the bottom.
To delete a file from within the system, click on the X icon associated with the respective added File.
To download a file, click the download icon with the respective added File.
