Leadline DocsView Submission
Overview
This playbook covers how to view Submissions in Leadline on desktop and mobile devices.
→ See 112 - Submissions for full product knowledge on Submissions including what is displayed in the Submission drawer and what tabs are available.
Note: not all permissions may be visible depending on your permission settings. → See 124 - User-Roles for more information on user permissions.
How Do I View Submissions on Desktop?
Navigate to the Submissions tab within a Position. Submissions can be displayed in two views:
Kanban View — displays Submissions as cards organized by Workflow stage. Best for getting a quick visual overview of where Submissions currently sit in relation to the rest of the Workflow. Click on a Submission card to open the Submission drawer.
List View — displays Submissions as rows in a traditional table. Best for processing large volumes of Submissions quickly. Click on the row with the candidate's name to open the Submission drawer.
To toggle between Kanban and List views, click the slider located directly to the right of the apply filter button within the Submissions tab.
→ See 101 - Platform-Links for the direct link to the Positions page.
How Do I Navigate Between Submissions in the Drawer?
Use the left and right arrow keys to quickly navigate to the previous or next Submission without closing the drawer. You can also click on the left and right arrows next to the candidate's name as well.
How Do I View Submissions on Mobile?
On your mobile device, log into the platform and tap the hamburger icon in the top-left corner to open the global navigation menu. Tap Positions to see the full list, then tap a Position to view all of its submissions. From there, tap a Submission to open the Submission drawer.
Pro Tip: Set your notification preference in your profile to "Near Real-Time" and the platform will send you an email notification each time someone applies to one of your Positions. The notification includes a button that takes you directly to the Submission on your mobile device — no navigation required.
→ See 118 - User-Email-Notifications for more information about notification preferences.
→ See 801 - Update-Notification-Preferences on instructions on how to update notification preferences.
Related Topics
- 112 - Submissions — Full product knowledge for Submissions including the Submission drawer and available tabs
- 111 - Positions — Understand how Submissions connect to Positions and Workflow stages
- 101 - Platform-Links — Direct link to the Positions page and Submissions tab
- 118 - User-Email-Notifications — Learn about near real-time email notification preferences
- 801 - Update-Notification-Preferences — Instructions for updating notification preferences
- 124 - User-Roles — Understand user permissions and how they affect viewing submissions