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2.Documents

  • Upload Document for a candidate

Dashboard

  • Document dashboard will be shown as below image:

  • Steps to Upload Document from computer/laptop

  • Click on the left side Menu List → Click on the Documents → Click on Upload Documents.
  • After clicking on document, page will be open as shown below:


Upload Document:

  • To upload document below are the step to follow:
    Step 1: Click on Upload Document and choose the Document tab
    Step 2: Click on+ sign and select file
    Step 3: Enter other details and click on Submit


Upload Certificate:

  • To upload certificate below are the step to follow:
    Step 1: Click on Upload Document and choose the Certificate tab
    Step 2: Click on + sign and select file
    Step 3: Enter other details and click on Submit Upload File


Upload File:

  • To upload file below are the step to follow:
    Step 1: Click on Upload Document and choose the File tab
    Step 2: Click on + sign and select file
    Step 3: Enter other details and click on Submit


  • To edit, view, block or swap document:

  • On click of the View Document icon, users can view Document details.

  • On click of the Edit Document icon, users can Update Document details.
  • On click of the Block Document File icon, users can Block files.
  • On click of the Swap Documents icon, users can Swap Documents.


Filters:

  • Filter Section is given to easily filter all documents.
  • You can set a filter if the count of documents is too big.
  • Documents and Certificates can be filtered according to Document type, Organization, People,
    Document Category, Document Class, Year, Source, Flags, Blocked.

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