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

📌 TIP: Save this as your Candidate's Files tab column layout.

For more information on how to create smart views, click here.

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

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