Recruitly allows you to upload documents related to a lead, opportunity, contact, company or candidate. You can upload multiple documents in various formats to have complete information in your system.

To do so, please follow the below steps:

Step 1: Click on the 3 dots to the right top of your screen on the selected lead, opportunity, contact, company or candidate.



Step 2: Click on the “Upload Document” option



Step 3: Choose the Category the document would fall under and upload the document. Click on the “Confirm” button once everything is in place



You’ll see a new section added to the person, Documents.

You can also add new documents directly from this section from next time.

Was this article helpful?
Cancel
Thank you!