Candidate Folders
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Candidate Folders

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  • PDF

Article Summary

What are Candidate Folders

Folders are an organizational tool that helps with sorting candidates within the database. It is possible to create an unlimited number of folders and add, remove, or transfer candidates from each of them.

  1. Click on the "Candidates" menu.
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  2. Click on the "Folder" tab.
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Creating a New Folder

  1. From the Folder tab, click on "Add Folder".
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  2. Enter the folder's name and a brief description and then click "Save". Your newly created folder will now be available on the "Folder" tab within the "Candidates" menu.
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Adding a Candidate to a Folder

  1. From a candidate's page, click on the "three-dots" icon.
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  2. Click on "Add to Folder".
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  3. Click on the "+" icon next to the folder to which you want to add the candidate. Once completed, you can access the folder and verify that the candidate transfer was successful.
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Sharing a Folder with another User

  1. From any Folder, click on the "3-dots" next to the title of the folder.
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  2. Click on "Share" from the dropdown menu.
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  3. Share access to the folder to users by clicking on the "+" icon next to the users name.
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