vacancy_job:ug3-31

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vacancy_job:ug3-31 [2020/01/06 17:04] (current) – created Shelley Hunter
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 +====== Sending documents with a CV ======
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 +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.
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 +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:
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 +{{:Doc_Send_2.png?400|}}
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 +Then on a client by client basis you can choose on the CV Send Documents which documents you want to go with a CV for that client:
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 +{{:Doc_Send_3.png?400|}}
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 +Then when sending a CV if a document of this type exists on the candidate record it will automatically pick up the document:
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 +{{:Doc_Send_4.png?200|}}
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 +When the contact event opens if a document is missing you will be warned:
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 +{{:Doc_Send_5.png?400|}}
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 +Alternatively, the client doesn’t need to have documents set up in their record and consultants can manually pick which documents they want using the ‘New Document Type’ button.
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 +Go back to [[vacancy_job:ug3-00|Vacancy Records]]
  
  • vacancy_job/ug3-31.txt
  • Last modified: 2020/01/06 17:04
  • by Shelley Hunter