Uploading files to a Company, Contact or Candidate profile can be a tedious task if you have to do it one by one.
In Vincere, you can upload files in Bulk for Companies, Contacts, and Candidates.
Companies and Contacts
To upload files to the Company or Contact profile, you would need to open the Company or Contact profile and navigate to the file tab. From here, click the upload button to open and select files. This will open the drag and drop screen where you can select or drop the files you want to upload.
Select Document type
Once you've selected and uploaded the files, you can select the document type in the dropdown next to the file to properly classify the type of document.
To create a new document type, you can click here for the guide
Delete a file
If you selected a file by mistake, you can click the red trash bin icon to remove it from the list
Valid File types:
doc,docx,pdf,rtf,xls,xlsx,html,msg,mht,txt
Once you're done, click on upload to complete the document upload process.
A message will confirm that the documents have been uploaded successfully.
All the files you uploaded should be made available in the record's file tab.
Candidates
To upload files to the candidate profile, you would need to open the candidate profile and navigate to the file tab. From here, click the upload button to open and select files. This will open the drag and drop screen where you can select or drop the files you want to upload.
Select Document type
Once you've selected and uploaded the files, you can select the document type in the dropdown next to the file to properly classify the type of document.
To create a new document type, you can click here for the guide
Expiry Date
You can also set the Expiry date during the upload. Just click the field and select the date from the calendar window
If you want to set the document's expiry date as Mandatory, you refer to this help article for the steps.
Latest CV
When uploading multiple documents to a candidate profile, you will have the option to mark one of the file as the latest CV. Please note that doing this will overwrite the existing latest CV prior to the upload.
Note: There can only be one document tagged as latest CV per candidate profile
Delete a file
If you selected a file by mistake, you can click the red trash bin icon to remove it from the list
Valid File types:
doc,docx,pdf,rtf,xls,xlsx,html,htm,html,msg,mht,ppt,pptx,csv,png,jpeg,jpg,bmp,jng,gif
Once you're done, click on upload to complete the document upload process.
A message will confirm that the documents have been uploaded successfully.
All the files you uploaded should be made available in the record's file tab.
WARNING:
A warning message will prompt when you try to close the window without completing the upload.
Clicking Yes will discard all the files in the window and will cancel the upload. Clicking No will return you to the window to continue your progress.