Set As ... feature for Documents on Candidates

Created by Martin Parkinson, Modified on Sun, 02 Jul 2023 at 03:14 PM by Martin Parkinson

A new feature has been added to the software which allows users to easily take a document which has been stored in the DOCS page of a candidate record and move this into one of the specific 'Slots' on the DOCS page.
Available from version or later.

See below:


If you had created a "Safe" version of the candidate CV outside of Influence, you could easily drag/drop this onto the DOCS page of the candidate.

You could then Right-Click on the saved document and choose "Set As Safe CV" from the context menu to move the document into the Safe CV slot. (Slot 2)

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