Skip to main content
All CollectionsGeneral
Managing Folders
Managing Folders

Maximize organization and efficiency with our guide on the uses and usage of folders.

Updated over a week ago

The folders option will allow users to organize static favorite records in folders for quick access. You can create separate folders for each position to organize and manage candidates more efficiently. For instance, if you're hiring for a software developer role, you can create a folder named "Software Developer Candidates" and add all relevant candidate profiles to it. This way, you can easily access and track candidates based on their job positions.

How to create/add a new folder?

Go to System configurations > Master data > Folders > +New folder (or) click below to directly navigate to the "Folders" section.

​You can edit the Folder name by selecting the name. Delete by clicking on the trash icon.

Here's how to manage records in folders and search using folders in a refined format:

How to Add/Remove Records from Folders:

  1. Select the checkboxes near the records.

  2. Click on "More Actions."

  3. Select the "Add to folder" option to include records in a folder or opt for "Remove folder" to remove records from a folder.

How to Search Using Folders:

  1. Click on "Advanced Filters."

  2. In the search bar, enter "folders."

  3. Choose the folder name from the displayed list.

  4. The records from the selected folder will appear.

How to Find Your Recently Searched Folders:

  1. Click on the "All Candidates" bar at the top.

  2. Scroll down to the "Folders" section, where your recently searched folders are displayed.

  3. Select the desired folder, and all records within that folder will appear.

Did this answer your question?