Folders - Creating and Managing Your Folders

Folder Location

Your folders are accessed via the Folders tab in your sidebar.

How To Create A Folder

1. Click Create
2. Create Folder Title
3. Enable required folder settings
4. Click Create button

Folder Settings

When creating the folder, you can set the following

1. Allow/Block other users from accessing/editing your folder
2. Set to receive an email every time an application in the folder is submitted
3. Show the applicants details - If this box is unchecked, each application in this folder will have its email address and phone number hidden. This includes the answers to default questions.
4. Show candidates name - If this box is unchecked, each applicant in this folder will have their full name reduced to its initial, for every user of this folder. This includes the answers to default questions.
5. Enable tags
6. Enable filters
7. Hide application form- In the case where the office use only form is needed to be seen
8. Hide office use only form
9. Hide attachments 

Managing Folders

Action Buttons

Located on the Main Folders page, these buttons allow you to manage your folders.

1. Share the folder: A list of available users opens up, and you can select with whom you would like the folder shared with: team leaders, team members, or external reviewers. An email is sent to inform the user that a folder has been made available to them.

 

2. The Edit button reopens the folder setup dialog box

3. The Tags button allows you to add applications by tag.

Once you have selected which application you are adding, another dialog box opens up where you can select the appropriate tags

4. The Attachments button opens up the Attachments dialog box where attachments can be added to the folder. Example: scoring guides

5. The information button shows any relevant information about the folder. Who made the folder, who has access, and with whom it is shared.

6. The delete button can be used to remove the folder.