You can save and manage files in the system. These files could be of any type, Contract file, Business Agreement, etc. 

You can also set an expiry date of the document and get an email as well as a system notification on the requested date for all expiring documents. 

You can manage Lead-related files in the Leads module. 

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

 

 

View File

To view the Files section, click on the Lead name from the Lead screen and click on the “Files” tab

 

 

Add  File

Step 1:  To Add a file Click on the + icon to add a new File. 

 

 

Step 2: In the Add file form, you can all the required information and click on 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. 


 

Edit File

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

 

 

Remove File

To delete a file from within the system, click on the X icon available with the respective added File.

 

 

Download File

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