playground:doc_send_with_cv

Sending documents with a CV

If set up by your agency it is possible to send documents, such as certificates or references, along with a CV to a company contact.

When a document is added to a candidate record and the consultant is happy that it can go to a client they should tick the In CV Send box to confirm you are happy for it to be sent to a client:

Then when sending the CV you can use the ‘New Document Type’ button to add whichever documents you wish to send along with the CV, you can select more than one.

When the contact event opens if a document is missing you will be warned:

Click here for information on how to send an email with the CVs and documents.

Alternatively, if a client always requires the same documents to be sent with a CV you can choose on the CV Send Documents view of the client record which documents you want to go with a CV for that client:

Then when sending a CV if a document of this type exists on the candidate record it will automatically pick up the document:

Go back to Vacancy Records

  • playground/doc_send_with_cv.txt
  • Last modified: 2020/01/07 11:32
  • by Shelley Hunter