Export documents such as employment contracts or application materials.
Exporting documents for a single candidate
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In the main menu, click
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Select the job you need to export the candidate(s) information form.
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Click the tab. When you enter the page, the default view will show the first step of the pipeline, or the latest selection made.
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In order to filter the list, you can click on the desired step in the Pipeline and the system will only show the candidates currently in that step.
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Click on the relevant candidate(s) and then select from the menu in the top right corner.
Note
If you need to export documents for multiple candidates, simply select all the relevant candidates and follow the same steps listed above.
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Choose what type of list, what information you wish to export, and then click .
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Once export is ready, you can choose multiple actions depending on the type of document generated (you can , , or even send your document for digital signature).
Note
If you exported a user-defined document, it might be shown below the tab in the candidate page depending on the setting saved for the exported document.