Complete Recruiting Tasks and Create Records With Unassociated Files

HubSpot Video

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.

Uploading Files

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.

Complete a Recruiting Task

You can also use Unassociated Files to complete recruiting tasks for candidate applications.

To start, navigate to the intended application using one of the Recruit Views or the Candidate Browser.

To complete a recruiting task, upload a file to a candidate's "Unassociated Files" tab, and then drag and drop the file directly onto the recruiting task to complete it. 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.