Attaching documents to an application

Learn how to attach documents to a candidates application.


Attaching documents to a candidates application is really useful for keeping a record of information that perhaps you have created outside of the ATS, for example, interview notes.

You can restrict document visibility to certain user types too.

  • Select the candidate that you would like to upload a document to.

The Options menu will become available.

  • Scroll down the list and select, attach document.

You will be presented with a pop-up

  • Document Title
    Add a meaningful name into the title field.
  • Document Description:
    Add in some meaningful content so that other colleagues that have visibility can see what the document is for.
  • Document
    Select the upload button, once you have chosen your documents you will see the attachment (as above).
  • Visible to
    Select the toggle against the user types that you would like to have visibility of the document.
    • Select save.

You will be presented with a pop-up confirming the action.

The paperclip icon shows the name of the document.

  • Select the icon.

You will be presented with the candidate profile and by default you will land on the 'Activity' page.

To the right-hand side you can see the heading 'Application Files' and you can select the document to review the content.