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Upload a candidate document
View a candidate document
Delete a candidate document
The Candidate Documents screen/tab displays a list of documents relating to a specific candidate. Examples might include: CV / Resume; Psychometric or other test results; Evaluation forms or perhaps copies of any formal correspondence sent to the candidate.
The candidates Documents list displays the following information
- The Document Type field shows the category of uploaded document as selected using a drop down list at the time of upload.
- The Document Description displays a short summary of what the document contains.
- The Updated On field indicates the date the document was uploaded to Interview Coordinator.
- The Document Name field shows the document title and file extension at the time of upload.
On this screen/tab, the following buttons/features are active
| Button | Feature |
| Add | Add / Upload a new candidate related document |
| Add | Record your Opinion of the candidate |
| Add | Add a Contact Note for the candidate |
| Delete | Delete a candidate document (where permissions allow) |
| View/Edit | View a stored document |
| View/Edit | View All recorded Opinions of the Candidate |
| View/Edit | View All the Contact Notes for the Candidate |
| View/Edit | View All Journals for the Candidate |
| Vote | Record your own Opinion of the candidate |
| Back | Return to the Campaign record |
Upload a new candidate document
To upload a new document click the Add -> Add Document option from the button bar.
Click the browse button to find the CV document on your local disk. Valid document formats are Word (.DOC or .DOCX), Adobe (.PDF) and Text (.TXT) files.
Enter a short description of the information contained in the document and then choose one of the Document Type categories using the drop down list.
Click the Save button to upload the new document.
Please Note: A valid document path and format are compulsory on this screen. Clicking the Save button without entering a valid path or attempting to upload a non-valid document type will result in the display of this Help screen.
To view a campaign document select a document using the selection tick boxes and View/Edit button from the button bar.
Your PC will ask whether you want to Open or Save the document. Click Open to open the document with the application associated with the file extension or Save to make a copy to your hard disk
Please note: Any changes you make to an opened document will NOT be automatically saved back to Interview Coordinator. To save an edited document, first save it to your hard disk then upload the newly edited document and delete if the previous document.
Delete a document from the current candidate record
To delete a candidate document, select the document(s) using the selection tick boxes and click the Delete button from the button bar.
Please Note: Only Administrators and the designated Hiring Manager can delete candidate documents