Store the eCopy of Important Documents
Written by Shruti Patel
You may Add/Edit/Delete files with the type Visa, Work Permit, Entry Pass, Contract, Experience Letter, Passport, Unique Identity No., etc. You are not limited to stated types. You may Customize them as per your requirements.
You may also add the document's expiration Date and Receive an email and a system notification on the inserted date before its expiration.
Navigation Link: https://app.ismartrecruit.com/searchVendor
Go to the three dots icon on the left-hand side of the menu and click on the Vendor.
To view the File Click on the Vendor name and the Vendor View Dialogue Box will open, from there click on the “Files” Tab.
Step 1: To Add a File Click on the "Plus" Icon.
Step 2: After Clicking on the Add button, you will see the Add file dialogue box where you can add the following information.
1. Insert the name of the File.
2. Select the type of the file from the "File Type".
3. Select the Expiry Date if you want to set the Expiration for the file you may also enable the expiry notification. If you enable the Expiry notification you will get an email as well as the system notifications on the inserted date before its expiration.
4. Fill in the remaining details and Click on the Save Button.
To Edit a File, Click on the pencil icon.
After clicking on the edit icon(pencil) the pop-up form of Edit File will appear. You can make the changes and Update it by clicking on the update button at the bottom.
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.
1. On the notification of the Expire Date enter the Date of Expiring. On the day of Expiring, you will get an Email in Configured Email ID into the system.
2. Add a file other than the one mentioned, you will not get a link to the document name in the File Tab.
