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Configuration

9 authors29 articles
Credit Invoice BuilderHow to create a credit invoice template
Interview Doc Check Declaration BuilderHow to build Interview Doc Check Declaration templates
Sales and Purchase Invoice BuilderHow to create a sales or purchase invoice template
Consolidated Sales and Purchase Invoice BuilderHow to create a Consolidated Invoice Template
Self-Bill Invoice Builder
Client Booking BuilderHow to build a Client Booking Template
Offer Contract BuilderHow to build Offer Contracts Template
Job Doc Checks Compliance
Add Your Email SignatureSet up, edit, and troubleshoot your email signature in Vincere, including adding logos, images, links, and using the #Signature# wildcard so your signature appears correctly on all email templates.
Transfer a licenseLearn how to transfer an existing licence to a new consultant / user?
Understanding wildcards in Vincere
Configure User Settings in VincereHow to set your User Settings (setting default views, personal information, email and organizational settings)
Color-coding for BrandsLearn how to color-code brands for quick record ownership identification
Troubleshooting Email Sync IssuesLearn how to troubleshoot email sync issues in Vincere, including reconnecting your mailbox (Nylas/Office 365), fixing “Reconnecting Email” popups, and resolving missing emails or calendar events.
Enabling 2 FA in Microsoft Office 365How to set up 2FA when connecting Office 365 to Vincere
Enabling 2FA in Microsoft OutlookHow to set up 2FA when connecting Outlook to Vincere
LiveList™ SettingsConfigure columns for your LiveList™
Umbrella & Limited Companies SettingsAll you need to know about Umbrella & Limited Companies in Vincere
How to Set Up Onboarding DocumentsHow to setup different types of Doc Checks in Vinny
Configure Custom Rejection ReasonsPre-set rejection reasons for your consultants to choose from
How to send Bulk EmailsYou need to send generic email to your ad hoc list for a potential role? Vincere got your back!
Connect Your Email AccountLearn how to connect your email account, access synced emails and calendar events, and troubleshoot common email connection issues.
Geotag Locations in VincereUse geotagging in Vincere to map and manage addresses with Google Maps, enabling precise location-based searches, radius filters, and map views for Candidates, Jobs, Contacts, and Companies.
Set Up System Mail SettingsConfigure a fallback system email in Vincere so Super Users can keep system-generated emails and notifications sending when user mailboxes disconnect or experience issues.
Adding and Configuring Document TypesVincere can be configured to your company processes straight out-of-the box
Understand the Default Candidate SourcesSetting up Candidate Sources? Here's a quick overview of the default sources
Configuring CRM stages inside Vincere
Placement probability by stageStart using Fee Forecast by settings placement pbabilities
Add Expiry Date to Candidate DocumentsEnsure all necessary candidate documents are current and valid.