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Configuration

9 authors25 articles
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
Self-Bill Invoice Builder
Client Booking BuilderHow to build a Client Booking Template
Offer Contract BuilderHow to build Offer Contracts Template
Job Doc Checks Compliance
Transfer a licenseLearn how to transfer an existing licence to a new consultant / user?
Understanding wildcards in Vincere
Configure User Settings in VincereHow to set your User Settings (setting default views, personal information, email and organizational settings)
Color-coding for BrandsLearn how to color-code brands for quick record ownership identification
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
Configure Custom Rejection ReasonsPre-set rejection reasons for your consultants to choose from
Send Bulk Emails to Candidates and ContactsLearn the different ways to send bulk emails to candidates and contacts in Vincere, including table view, advanced search, and third-party integrations.
Geotag Locations in VincereUse geotagging in Vincere to map and manage addresses with Google Maps, enabling precise location-based searches, radius filters, and map views for Candidates, Jobs, Contacts, and Companies.
Adding and Configuring Document TypesVincere can be configured to your company processes straight out-of-the box
Understand the Default Candidate SourcesSetting up Candidate Sources? Here's a quick overview of the default sources
Configuring CRM stages inside Vincere
Placement probability by stageStart using Fee Forecast by settings placement pbabilities
Add Expiry Date to Candidate DocumentsEnsure all necessary candidate documents are current and valid.