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How to Share Candidate Documents?
How to Share Candidate Documents?

Easily share CV's and other documents of candidates with clients

Updated this week

You can effortlessly share candidate CVs and documents with clients in just a few clicks, eliminating the need for tedious and time-consuming tasks.

Note:

Refer to the below help guides to perform CV Share in Recruitly.

Follow these steps to share candidate documents using CV Share:

  1. Once you open the Speculative CV share or CV share for a Job card, you'll find additional options for setting the visibility level for the client, such as profile picture, contact details, social links, nationality, etc.

  2. Scroll to the documents card, where you'll see several rows:

    • NAME: The names of all the candidates will be visible with the option to select the profile you want to share for that specific candidate.

    • ORIGINAL CV: The original CV available will be visible here.

    • BRANDED CV: The available branded/agency CV will be visible here.

    • OTHER DOCUMENTS: Any other documents like address proof and identity proof will be visible here.

  3. Check the boxes to select the documents you want to share.

  4. You also have the option to attach all the selected documents as attachments to the email by toggling on the button below.

  5. Set expiry days for the share and select the client's name to whom you want to share the candidates, customizing other options as needed.

  6. Click on "Save" to share the candidates with the clients.


Important:

Ensure to keep the "skip sending email" feature toggled off if you want to send the email to the clients.

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