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Document Reminders
Document Reminders

A quick explainer of how you can add documents, categorise them and set reminders for the future

Rob Ward avatar
Written by Rob Ward
Updated over a year ago

Step 1. Upload a document as you normally would. If the document is already on the system, skip this step and go straight to step 2.

Step 2. Select what type of document it is that you want to be reminded about (is the type of doc is not there, get in touch and we will add it for you)

Step 3. Select a date in the future, this will be the date that the email is generated and sent to the consultant allocated to the candidate. So if the document for example CV expired on 1/4/26, set your reminder in plenty of time to action contact with the candidate, not for that specific date 🤦‍♂️

Step 4. On the date, the consultant allocated to the candidate will receive an email similar to the below

The image above shows

  • Candidate name

  • document type

  • link to candidates record

  • telephone numbers for the candidate as well as their email

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