Uploading files one by one to Company, Contact, or Candidate profiles can be time-consuming. Vincere's Bulk Upload feature streamlines this process, allowing you to upload multiple files simultaneously.
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⭕ Uploading Files to Company and Contact Profiles
Navigate to the Profile:
Open the Company or Contact profile and go to the Files tab.
Start the Upload:
Click the Upload button to open the file selection screen. You can either drag and drop files or manually select them from your device.
Select Document Type:
After selecting and uploading the files, choose the document type from the dropdown menu next to each file to classify it correctly.
📂 If you need to create a new document type, refer to this article.
Delete a File:
If you've added a file by mistake, click the red trash bin icon next to the file to remove it.
Supported File Types:
The valid file types for Company and Contact profiles are: .doc, .docx, .pdf, .rtf, .xls, .xlsx, .html, .msg, .mht, .txt.
Complete the Upload:
Once you’ve selected and classified all the files, click Upload to finalize the process.
A confirmation message will appear once the files have been uploaded successfully, and the files will be available in the record's Files tab.
⭕ Uploading Files to Candidate Profiles
Navigate to the Profile:
Open the Candidate profile and go to the Files tab.
Start the Upload:
Click the Upload button to open the file selection screen. You can either drag and drop files or manually select them from your device.
Select Document Type:
After selecting and uploading the files, choose the document type from the dropdown menu next to each file to classify it correctly.
📂 If you need to create a new document type, refer to this article
Set Expiry Date:
During the upload process, you can set an expiry date for each document by clicking the field and selecting a date from the calendar.
📌 To make the expiry date mandatory, follow the steps in this help article.
Mark Latest CV:
If you’re uploading multiple documents to a candidate profile, you can mark one file as the Latest CV.
Doing so will overwrite any existing Latest CV in the profile. Remember, there can only be one document tagged as the Latest CV per candidate profile.
Delete a File:
If you've added a file by mistake, click the red trash bin icon next to the file to remove it.
Supported File Types:
The valid file types for Candidate profiles are: .doc, .docx, .pdf, .rtf, .xls, .xlsx, .html, .htm, .msg, .mht, .ppt, .pptx, .csv, .png, .jpeg, .jpg, .bmp, .jng, .gif.
Complete the Upload:
Once you’ve selected and classified all the files, click Upload to finalize the process.
A confirmation message will appear once the files have been uploaded successfully, and the files will be available in the record's Files tab.
⚠️ Warning
If you try to close the upload window without completing the process, a warning message will appear.
Clicking Yes will discard all the files in the window and cancel the upload.
Clicking No will return you to the window to continue the upload.
With Vincere's Bulk Upload feature, you can efficiently manage and upload files for Companies, Contacts, and Candidates, making the process quick and straightforward.
Happy Recruitment #TheVinnyWay🤩