This article will discuss the following related topics:
1. Uploading a document from a Team Member or Candidate's Peek View
2. Uploading a document from a Team Member or Candidates Profile View
3. Creating a Record for a Team Member or Candidate based upon the uploaded document from peek view
4. Creating a Record for a Team Member or Candidate based upon the uploaded document from the profile
Users are able to upload documents to a team member or candidate's profile and or peek view and create a record from the file.
1. From the user's peek view:
Click into Files, and then select Upload File and upload your selected file.
2. From the user's profile
Navigate to Files. Click into Files, and then select Upload File and upload your selected file.
The document is now attached to the user!
3. Creating a Record for a Team Member or Candidate based upon the uploaded document from peek view
From the peek view, click the kabob > Create> Record
The following will appear. Select the record type and expiration, if one exists. Select Create New.
Next:
Click the file, drag and drop, and save. Record created!
4. Creating a Record for a Team Member or Candidate based upon the uploaded document from profile view
From the profile view, click the kabob > Create> Record
Next:
Click the file, drag and drop, and save. Record created!