Forward Candidate Details

Whether you need to forward individual or multiple candidate details, such as CVs or identity documents, to a client, the 'Forward Candidate Details' feature is designed to facilitate this process.

You can access this feature from the 'CV Sent' tab within a candidate's profile, as well as through various context menus.

Candidate Profile CV Tab - Forward Candidate Details

Contact Search Context Menu - Forward Candidate Details

When utilising this feature from the candidate's profile, your initial step will be to choose the documents you intend to send.

You will be presented with all the available documents that have been uploaded to the candidate's profile documents section. Simply place a tick in the box to select the documents you wish to send.

Step 1 - Select Documents

In the example below, we have selected the Branded version of the candidate's CV.

Select Candidate Documents

To move to the next step, press the button or press step header

Step 2 - Select Clients

At this point, you have the ability to search through your client database and choose one or multiple clients.

Select Clients

Step 3 - Select Contacts

In this step, you're given the option to choose the client contacts to whom you wish to send the documents. For each client chosen in the previous step, you can designate a primary recipient ("To") and also carbon copy ("CC") additional contacts.

Select Contacts

Step 4 - Compose Email

At this stage, you have the opportunity to compose your email message, define the email subject, and decide whether you prefer replies to be directed to your KISREC Email Inbox or your login email client.

Please see Email Inbox for further information regarding the Reply To option.

Compose Email

Step 5 - Send Email

The concluding step offers a preview of your email message, allowing you to review and ensure its accuracy before dispatching the email.

Send Email

You also have the option to sign into a connected email account. More information can be found here.