Set As ... feature for Documents on Candidates

Created by Martin Parkinson, Modified on Sun, 2 Jul, 2023 at 3:14 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 1.00.18.271 or later.


See below:

Example:

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)



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article