The Unassociated Files tool is a very useful feature that can help make record creation and management fast and easy.
The Unassociated Files feature is located within a user's profile, on the left side panel.
To upload a file to your Unassociated Files, you can click "Upload File", or drag and drop files from your computer anywhere into the panel. You can drag and drop multiple files, or select multiple files from the file upload dialog box.
Drag-And-Drop To Resolve Missing Records
If a user has records that are missing from their profile, you will see a badge below their name indicating the number of missing records. Click this badge to open the Missing Records tab, and then click one of the listed missing records to create a new record.
Then, you can upload a file and drag and drop it on to the newly created record listed in the profile's records browser.
You can also use Unassociated Files to complete workflow tasks and you now have the ability to drag and drop unassociated attachment onto Upload File Widgets.
To start, navigate to the intended application using one of the Recruit Views or the Candidate Browser.
Upload a file to a candidate's "Unassociated Files" tab, and then drag and drop the file directly onto the line item. A dialog box will open asking for an expiration date. Enter a date if desired. This can be added later by editing the record.
Now, click "Yes, Finalize," and the task will be completed and the corresponding record will be created.