Managing Folders

Published:

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?

Navigate to System Configurations > Master data > Folders > +New folder or click here

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

Select the checkboxes near the records.
Click on More Actions
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

Click on Advanced Filters
In the search bar, enter Folders
Choose the folder name from the displayed list.
The records from the selected folder will appear

How to Find Your Recently Searched Folders:

Click on the "All Candidates" bar at the top
Scroll down to the "Folders" section, where your recently searched folders are displayed
Select the desired folder, and all records within that folder will appear