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Configuration
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