eBoss Support

Candidate CV Management

Send you client candidate and other relevant documents inside eBoss

How to send a CV to your clients

In this article, we show you how easy it is to create new Candidate records in your eBoss database.

Adding a New Candidate

This article explains how to create a shortlist of candidates, which can be sent to a client, or saved for future editing.

Shortlisting Candidates for a Job

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Add, view, edit, and manage candidate records, CVs, profiles, shortlists, and internal statuses.

Candidate Management

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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