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How to share candidate documents to the Client Portal
How to share candidate documents to the Client Portal

Allow your clients to have access to the documents 24/7 and download them.

Karen avatar
Written by Karen
Updated over a week ago

1/ Go to a candidate record in Vincere.

2/ Navigate to the Files tab

3/ Look for the column 'Client Portal'

4/ Tick the box next to the document to show this to the Client Portal

πŸ“Œ TIP: Save this as your Candidate's Files tab column layout.

Once the document is shared, your client can access this on the Employee tab on their Client Portal.

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