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Documents/Notes tab

Updated over 8 months ago

This tab contains ranking comments, notes and uploaded documents associated with the candidate. In the heading, it includes the number of documents and notes included on the tab.

Uploading a Document or Adding a Note

  1. Select the appropriate vacancy then select All Applications to display the list of candidates.

  2. Select the Candidate Name and then select the Documents/Notes tab.

  3. Click Choose File then Upload to include a document

    1. or -

      Enter a Subject and Contents then click Add to include a note.

Viewing an Uploaded Document or Note

  1. Click the name in the File column to view a document or click the name in the Comments column to view a note.

Viewing Existing Notes or Headings or Adding Further Notes

You can also see a list of Notes and Documents that apply to a candidate direct from the Application Handling Overview:

  1. Click the Application Handling tab.

  2. Click All applications.

  3. In the list that appears, click the number that appears in the Notes column to add a note.

    A popup appears in which you can type a Subject and Note.

  4. Once you have clicked Close to save the new note, the number increments.

    If the note is long, it is truncated so that only four or five lines of text are displayed in the pop Candidate Reportup.

  5. Add further notes by clicking the number in the Notes column again.

    If you add more than four Notes, the pop up displayed is smaller. In this reduced layout only the Date, User and Subject are displayed.

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