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Manage applicant documents

Manage applicant documents

If your role permits, you can manage a revealed applicant's documents. You can either upload new documents from your computer or add existing company documents. See Manage company documents.

You can also rename, delete, and download an applicant's documents.

To add documents for an applicant

  1. From the  Jobs page, click on a job posting to see the Applicants page for that job posting.

  2. Find and select the applicant. See Search for a revealed applicant. The Application tab for this applicant will be open, showing the Resume section.

  3. Scroll down and click or tap on the Documents section to open it.

  4. Select Add Documents.

  5. To add new documents from your computer, select the Upload tab and drag and drop one or more files onto the upload form. Alternatively, click the choose file link to navigate to the files. When ready, select Add Document(s).

  6. To add existing company documents, select the [Select] tab and click the > to open a folder of existing documents, and then select the document's checkbox. You can select multiple documents from multiple folders. When ready, select Add Document(s).

To rename a document

  1. From the  Jobs page, click on a job posting to see the Applicants page for that job posting.

  2. Find and select the applicant. See Search for a revealed applicant. The Application tab for this applicant will be open, showing the Resume section.

  3. Scroll down and click or tap on the Documents section to open it.

  4. Find the document you want to rename and select … More Actions > Rename.

  5. Type the new name for the document and select Rename.

To delete a document

  1. From the  Jobs page, click on a job posting to see the Applicants page for that job posting.

  2. Find and select the applicant. See Search for a revealed applicant. The Application tab for this applicant will be open, showing the Resume section.

  3. Scroll down and click or tap on the Documents section to open it.

  4. Find the document you want to delete and select … More Actions > Delete.

  5. Select Delete to confirm.

To download a document

  1. From the  Jobs page, click on a job posting to see the Applicants page for that job posting.

  2. Find and select the applicant. See Search for a revealed applicant. The Application tab for this applicant will be open, showing the Resume section.

  3. Scroll down and click or tap on the Documents section to open it.

  4. Find the document you want to download and select Download.

    The document is downloaded to your default Downloads location on your computer.

 

Last updated: June 21, 2022
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