Lead Files

You may add/edit/delete the files with 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 requirement. 

 

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 its expiration. 

 

Navigation Link: https://app.ismartrecruit.com/searchProspect

 

 




View File

 

To view File Click on the lead name from lead screen and click on the “Files” tab

 

 


 

 

Add  File

 

Step 1:  To Add file Click on the “Add” button to add a new File. 

 

 


 

 

Step 2: After click on the Add button you Apper Add file dialog on screen




 

 

Step 3: Insert the name of the  File

 

Step 4: Select the type of the file  from the “File Type”

 

Step 5: Select the Expiry Date if you want to set the Expiration for the file you may also enable Expiry notification if you enable notification you will get an email as well as a system notification on the inserted date before its expiration.

 

Step 6: Fill the remaining detail and Click on the Save button.



Edit File

 

To edit a file, click on the pencil icon available with the respective added File.

 

 




 

Remove File

 

To remove a file, click on the delete icon available with the respective added File.



 




Download File

 

To download a file, click on the download icon available with the respective added File.

 

 


 

Email Of Expired Document 

On the notification of expire date by entering the date of expiring. On the day of expiring you will get an email in configure email id into the system. 2. Add the file other than mentioned, you will not get a link of the document name in the File tab.