Documents

In this guide we'll be going through the steps to upload and manage the documents in a candidate profile.

You can navigate to a candidate profile from the candidate search or from a context menu where the option is available.

Select the Candidate->Documents Tab.

Press thebutton to upload a new file. You can also drag & drop files from your computer.

All files uploaded to KISREC are displayed in a common format, for example:

Key information about the file is shown, such as file size, filename, the date the file was uploaded and by which user.

You can press theicon to view the file or theicon to download the file to your computer or smart phone.

Document File Attributes

You can add additional information to the documents uploaded to a candidate profile.

For example, you may wish to add an expiration date for a driving licence/passport, or an issue date for a utility bill.

Adding attributes to documents will allow you quickly see the document types as well as when documents will expire or were issued.

Edit Document File Attributes

Press thebutton to show the file attribute dialog.

Document File Attribute Dialog

It is not required to enter an expiration or issued date.

Set the relevant file attribute information, then press thebutton.

The file display will be updated to show the document type and provide details for any expiration or issued dates.