Configuration
Document BuilderCustomize your CVs, Contracts, Offers, Invoices and more with our doc builder
Creating Formatted Resume in Document BuilderHow to create a formatted resume template
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
Candidate Doc Document BuilderHow to create candidate documents templates
Candidate/Client renewal contract builderBuilding a template to make renewals more efficient
Self-Bill Invoice Builder
Custom wildcards in Document BuilderCreate custom wildcards to use in your Document Builder templates
Client Documents/Contracts BuilderHow to create Client Documents/Contract Template
Client Booking BuilderHow to build a Client Booking Template
Offer Contract BuilderHow to build Offer Contracts Template
Client Proposal Document BuilderHow to create Client Proposal templates
Job Doc Checks Compliance
Templated User Roles
Removing a User from VincereDeleting, Deactivating or resetting passwords for users
Adding your Email Signature
Transfer a licenseLearn how to transfer an existing licence to a new consultant / user?
Changing Emails in VincereHas one of you users changed their email address?
Vincere Email TemplatesWhere to find & how to configure your email templates
Understanding wildcards in Vincere
Configure User Settings in VincereHow to set your User Settings (setting default views, personal information, email and organizational settings)
Setup Industries, Expertise, Groups, Tags, and Locations in VincereCheck out this article on how to set up and configure your companies tags 🏷
Groups in VincereBrands, Team, Divisions and Branches - Differences and Usability
Color-coding for BrandsLearn how to color-code brands for quick record ownership identification
Company Compliance
Troubleshooting Email Sync IssuesHaving trouble with email syncing in Vincere? Follow this guide to troubleshoot and fix common email sync problems quickly.
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
Custom Status Tag for EntitiesHow to customize status tags for candidate, contacts, jobs, and companies
Configure Custom Rejection ReasonsPre-set rejection reasons for your consultants to choose from
Adding Logo in VincereBranding your Vincere comms is super simple
Configuring Candidate SourcesIt's super easy to customise Candidate Sources to your business and processes
Setting Sub-StatusesInstantly see candidates statuses
How to Add and Manage Custom Onboarding Fields in VincereCustomize your onboarding process by creating your own fields. Here's how:
User LocationsAdding your companies office locations to Vincere
How to send Bulk EmailsYou need to send generic email to your ad hoc list for a potential role? Vincere got your back!
Connecting your Emails to VincereSeamlessly connecting your emails
Geotag LocationsYou can 'Geotag' locations in Vincere using Google maps
System Mail SettingsAlways good to have a backup
Adding and Configuring Document TypesVincere can be configured to your company processes straight out-of-the box
Understanding the default Candidate Sources in VincereSetting up Candidate Sources? Here's a quick overview of the default sources
Configuring CRM stages inside Vincere
Candidate Sources: Auto parse v.s. Data ImportDifferences between Auto parsed, Data import & Instant Job Board
Changing Job TypesPerm, Contract, Temp - which are you?
Placement probability by stageStart using Fee Forecast by settings placement pbabilities
Custom Field Configuration in VincereThis article will help you understand about each Custom Fields and how to create one in Vincere
Adding New Fields to the Candidate ProfileYou can add more fields and make the fields mandatory
Add Expiry Date to Candidate DocumentsEnsure all necessary candidate documents are current and valid.