Onboarding

Upload A Document To A Profile

Easily add a document to a profile that is not already in the system. Examples could be a certificate, license, etc.

 

1. After selecting a Client or Candidate, from the Admin Tab, select the Profile Tab

2. Select Documents to be pulled to the document section of that profile. 

3. Select Upload Additional Documents

4. Below that is Upload Admin Only Documents for documents that should be attached to this profile but never seen by any user. 

 

Now It's Your Turn. 

Head to a user's profile and upload a document.