Client/Department Attachments Tab

In this Article:

We'll explain how you can manage PDFs, documents, and other attachments to your clients/departments.

Attachments Tab:

In the attachments tab, you'll find any document that has been attached to the client/department profile.

For example:

• A scanned copy of a contract
• List of questions they would like your recruiters to ask each candidate before submittal
• Any other documentation you'd like attached to your client/department

You can easily sort columns by clicking arrows next to column name.

You can use the View Client Contract, Hide Client Contract, View All buttons or the contract keyword in search to filter your results.

Adding Attachments:

To upload a new attachment, click the blue Add Attachment button.

In the Add Attachment window, you can add a Attachment Description, mark this attachment as the Client Contract, and attach the document itself.

During the upload process you can specify if the attachment is a Client Contract.

To change the Client Contract status of an attachment, click the blue edit button and select the Client Contract checkbox.

You can also generally Edit and Delete the attachment from here.

Client Contract can be renamed in Company Preferences under the Labels section. Changes to the name will be reflected in the search filter.