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Automatically Add Candidate Information to a Client Document
Once a document is uploaded on the client’s side, you can link a candidate to it, allowing all relevant candidate fields to auto-fill. This is especially helpful for documents that require signatures from both the client and the candidate.
1. Add a Client + Candidate Document Template to a Client.
2. Select Candidate to Auto Fill.
3. Select a candidate, so that their information is added to the document.
Learn more about creating Client/Candidate signed documents here
Open the document to view that the candidate's information has been added.