Working with Folders

Folders option will allow users to organise static favourite records in folders for quick access.

How to create/add new folder?

Go to System configurations > Master data > Folders > New folder (or) navigate directly from here

You can edit Folder name by selecting name. Delete by click on trash Icon.

How to add Candidates to the folder?

Go to candidate profile and click "Add to folder".

User can add same candidates to different folders.
New folder link allows you to add a new Folder quickly, without having to go to master data management.

To remove folder for a candidate deselect the folder by clicking "x" icon.

How to add multiple candidates to folder?.

User can perform search (or) select the candidates > Bulk actions > Add to folder

Where can I find folders I created/ Export candidates from folders/ Send bulk email to candidates in folders?

Click on filter icon > Folders , Click on Folder to check candidates in folder.
Export the Candidate list by clicking Export.
Send bulk email by clicking Email.
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