Add Files

Overview

This playbook covers how to add a file, such as a resume or certification, to a Candidate's profile.

→ See 105 - Candidates for full product knowledge on Candidate files.

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Method 1 — Add from the Candidate Profile Drawer

Best for: Quickly attaching a file while browsing the Candidates Page, without opening the full profile.

1. Navigate to the Candidates Page.
2. Click on the Candidate's name in the table to open their profile drawer.
3. Under Files, click Add File.
4. In the Upload a File modal, drag and drop a file or click choose file to select one from your computer.
5. Click Save.

An Upload Finished message appears and the file is added to the Candidate's profile.

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Method 2 — Add from the Full Candidate Profile

Best for: Adding a file while reviewing the Candidate's full profile and existing files.

1. Open the Candidate's full profile. → See 902 - View-Candidate-Profile
2. Click More, then click Add File in the dropdown. You can also click the Files tab, then click Add File.
3. In the Upload a File modal, drag and drop a file or click choose file to select one from your computer.
4. Click Save.

An Upload Finished message appears and the file is added to the Files tab.

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Related Topics

105 - Candidates — Full product knowledge on Candidates and Candidate files
902 - View-Candidate-Profile — Instructions for opening a Candidate's profile drawer and full profile
101 - Platform-Links — Direct link to the Candidates Page