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Adding a document to an existing record
Adding a document to an existing record

how do you add a new document like a passport or driving licence or a CV to an existing record.

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

When you have a candidate record, the candidate may want to provide you with an updated CV or additional documents like a reference or passport.

Adding them to the candidate file is easy.

Step 1

Click on the candidate name to open the record.

Once inside the candidates file, click on the document tab.

In the document section, you will have two options,

  1. Upload any documents other than a CV

  2. Upload a new CV

When you upload a new document it is just stored on the system. When you upload a new CV it is read by the software and is ready to be searched.

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