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Vincere Core

Vincere Core

How Vincere's key features work, and how to access them.

Application Stage
Quick Add - Job Type Field Configuration
Consolidated Activities
Company Admin
How to Track and Manage Application Sources in Vincere
How to Send Client Booking in Vincere
Sending Candidate Contracts to Company Email in Vincere
How to Share Candidate Documents to the Client Portal in Vincere
Document Expiry Reminders
Link a Candidate to a Contact
Send Compensation Info to Accounting in Vincere
How to Request Documents from Candidates
How to Ad Chase in Vincere
Blocklisting Candidates & Contacts
Bulk Update Record Ownership
Requesting on-boarding documents
Candidate LiveList™
File types supported in Vincere
Renewal Process in Vincere
Offer accepted / rejected
Merging Candidates in Vincere
Export to CSV (Excel)
Tracking 2+ interview in Vincere
Unable to delete Contact
Click-to-call Default Program setup (Windows)
Onboarding Document Verification
Adding hyperlinks
Setting up Fee Models
Email Permission/Subscription
Calendar
Tracking and Managing Activities & Tasks in Vincere
Deal Process Management
Executive Brief in Vincere
Sending a Meeting invite in Vincere
Creating 'Call Lists'
Last Activity Date
Click-to-Call
Quick Place Action
Original CV Preview added to Candidate comments
Maximizing Your Recruitment Efforts with Hotlists in Vincere 🔥
Set expiry dates and reminders for onboarding documents
Reject Candidates
Float Candidates
Parsing Candidates straight from an email
Rating Candidates against a 'Job'
Talent Pools for Candidates in Vincere
Keep in View (KIV)
Archiving and Deleting Candidates
Offer Approvals Process in Vincere
Table View and Smart View Configuration
How to Set Up and Manage Interviews in Vincere
Linking a Contact to a Candidate
User Permissions
Cancelling Placements
Placement Comments
Bulk Upload Files in Vincere
Vincere's Email
Understanding the Vincere pipelines
What can Clients see and do on the LiveList™ page?
Job Advertisement in Vincere
Adding a Custom field column in Table views
Admin Settings│Overview for Super Users in Vincere
Integration Iframe┃Field Configuration
Table Filters in Vincere
Understanding Vincere Interview Time Slots feature
Managing Formatted Resumes in Vincere
Advanced Search Vincere
Mastering the Toolbox in Document Builder | Formatting Guide
How to Generate a System Diagnostic File on macOS
Adding Images to Email
Guide to Transitioning to Nylas V3
How to raise a case in Support Portal
Home Currency | Placements & Invoices
How to maximize the use of AI Chatbox
Configuration
Document Builder
Creating Formatted Resume in Document Builder
Credit Invoice Builder
Interview Doc Check Declaration Builder
Sales and Purchase Invoice Builder
Consolidated Sales and Purchase Invoice Builder
Candidate Doc Document Builder
Candidate/Client renewal contract builder
Self-Bill Invoice Builder
Custom wildcards in Document Builder
Client Documents/Contracts Builder
Client Booking Builder
Offer Contract Builder
Client Proposal Document Builder
Job Doc Checks Compliance
Templated User Roles
Removing a User from Vincere
Adding your Email Signature
Transfer a license
Changing Emails in Vincere
Vincere Email Templates
Understanding wildcards in Vincere
Configure User Settings in Vincere
Setup Industries, Expertise, Groups, Tags, and Locations in Vincere
Groups in Vincere
Color-coding for Brands
Company Compliance
Troubleshooting Email Sync Issues
Enabling 2 FA in Microsoft Office 365
Enabling 2FA in Microsoft Outlook
LiveList™ Settings
Umbrella & Limited Companies Settings
How to Set Up Onboarding Documents
Custom Status Tag for Entities
Configure Custom Rejection Reasons
Configuring Task Actions
Adding Logo in Vincere
Configuring Candidate Sources
Setting Sub-Statuses
How to Add and Manage Custom Onboarding Fields in Vincere
User Locations
How to send Bulk Emails
Connecting your Emails to Vincere
Geotag Locations
System Mail Settings
Adding and Configuring Document Types
Understanding the default Candidate Sources in Vincere
Configuring CRM stages inside Vincere
Candidate Sources: Auto parse v.s. Data Import
Changing Job Types
Placement probability by stage
Custom Field Configuration in Vincere
Adding New Fields to the Candidate Profile
Add Expiry Date to Candidate Documents