Configuration

Everything you need from setting up the users, field configuration to email templates

+8

32 articles in this collection
Written by Annabella, Matt, Ines and 8 others

User Management

Configure User Settings

How to set your User Settings (setting default views, personal information, email and organizational settings)

Written by Mike
Updated over a week ago

Adding your Email Signature

Written by Karen
Updated over a week ago

Changing Emails in Vincere

Has one of you users changed their email address?

Written by Cherry
Updated over a week ago

Removing a User from Vincere

Deleting, Deactivating or resetting passwords for users

Written by Matt
Updated over a week ago

Troubleshooting Email Sync Issues

Emails not syncing? Learn how to troubleshoot & fix issues you might have with your email

Written by Annabella
Updated over a week ago

Enabling 2 FA in Microsoft Office 365

How to set up 2FA when connecting Office 365 to Vincere

Written by Ian
Updated over a week ago

Enabling 2FA in Microsoft Outlook

How to set up 2FA when connecting Outlook to Vincere

Written by Ian
Updated over a week ago

Groups, Tags and Locations

Groups, Tags and Locations

Make the most out of Vincere Tags!

Written by Matt
Updated over a week ago

Configuring Industries, Functional and Sub-Functional Expertise

Check out this article on how to set up and configure your companies tags 🏷

Written by Matt
Updated over a week ago

Adding new tags to your Brand

Not seeing your tags in the list?

Written by Sam
Updated over a week ago

Groups in Vincere

Brands, Team, Divisions and Branches - Differences and Usability

Written by Mike
Updated over a week ago

Color-coding for Brands

Learn how to color-code brands for quick record ownership identification

Written by Annabella
Updated over a week ago

Field Configuration

Configuring Fields in Vincere

You can add more fields and make the fields mandatory across the records

Written by Karen
Updated over a week ago

Configuring the Candidate's Summary

You don’t need all the fields in your Candidate Summary? Don’t worry! This is all configurable ⚒️

Written by Ines
Updated over a week ago

Creating Custom Fields

How to create custom fields when they are not included at default

Written by Kieron
Updated over a week ago

How do I create mandatory fields?

You can choose which fields you'd like to make mandatory across Candidates, Contacts, Companies and Jobs

Written by Matt
Updated over a week ago

Placements Custom Fields

Learn how to create, organize and set mandatory placement fields.

Written by Aubrey
Updated over a week ago

Email Templates

Email Templates

Where to find & how to configure your email templates

Written by Ginny
Updated over a week ago

Understanding wildcards in Vincere

Written by Ines
Updated over a week ago

Adding images in Email Templates

Learn how to add images in email templates

Written by Annabella
Updated over a week ago

Document Builder

Document Builder

Create beautifully designed CVs, Contracts, Offers, Invoices and more in minutes with our doc builder

Written by Matt
Updated over a week ago

Custom wildcards | Document Builder

Create custom wildcards to use in your Document Builder templates

Written by Mike
Updated over a week ago

Formatted Resume Builder

How to create a formatted resume template

Written by Mike
Updated over a week ago

Offer Contract Builder

How to build Offer Contracts Template

Written by Mike
Updated over a week ago

Client Documents/Contracts Builder

How to create Client Documents/Contract Template

Written by Mike
Updated over a week ago

Candidate/Client renewal contract builder

Building a template to make renewals more efficient

Written by Mike
Updated over a week ago

Client Proposal Document Builder

How to create Client Proposal templates

Written by Mike
Updated over a week ago

Client Booking Builder

How to build a Client Booking Template

Written by Mike
Updated over a week ago

Interview Doc Check Declaration Builder

How to build Interview Doc Check Declaration templates

Written by Mike
Updated over a week ago

Sales and Purchase Invoice Builder

How to create a sales or purchase invoice template

Written by Mike
Updated over a week ago

Consolidated Sales and Purchase Invoice Builder

How to create a Consolidated Invoice Template

Written by Mike
Updated over a week ago

Credit Invoice Builder

How to create a credit invoice template

Written by Mike
Updated over a week ago