Once a referral has been made, you can add attachments to a candidate’s file. These can be seen by people that have access to the file.

You can do this in seconds with the 'Add Attachments' function in your Quick Action Toolbar.

How to Add an Attachment

Step 1: On your Dashboard, click or search for the Candidate that you wish to view.

Step 2: Click 'Add Attachments' on the Quick Action toolbar. Look for the paperclip icon.

Step 3. The Add Attachment pop-up will appear.

Step 4. Enter an appropriate Classification for your Attachment. The most common types of attachments are listed. If what you are attaching isn’t on the list, click other and enter a title.

Step 5. Upload the Attachment.

Step 6. You can add Additional Notes relating to the attachment in the final box.

Step 7. Click the ‘Add Attachment’ button in green to confirm.