Deskflow Client Reference Guide

	What does Deskflow do?
	Deskflow Main Menus - Exec Search Only
	Deskflow Main Menus
	Searching for Contract Job Orders
	Job Orders
	Add New Contract Job Jorder
	Billing for Contract Job Order

Contract Orders

Control Panel

Coordinate Client-Candidate Interviews

Coordinator Login Name

Copy a People List

Copy from Outlook

Copy My Outlook Appointments into the Deskflow Diary

Copy, Cut, Rename, Delete, Split or Merge a list

Corporate Hierarchy

Corporate Hierarchy tab

Corporate HR

Create / Edit a Web Posting

Create a Companies List

Create a Company List Folder

Create a Company Power Search

Create a Company-related Word Document

Create a Contacts List by Searching for Skills and Industries

Create a Contacts List by Using People Lists

Create a Contacts List from a Target Companies List

Create a Document Via Mail merge

Create a Job Order from an Opportunity

Create a Job Order List

Create a Job Order Posting

Create a List of Contacts for the Event/Dinner

Create a List of Invitees to a Session

Create a List of Invitees to an Event

Create a Mail Merge Document

	Opportunity Documents tab
	Candidate Introductions..

Create a Mail merge Document for an Opportunity

Create a Mail merge Document on Interviewees

Create a Mail Merge Template

Create a Marketing Call Report

Create a New Activity History Record

Create a new Event/Dinner/Marketing Event

Create a New Folder

Create a New Job Order from an Opportunity

Create a New People List Folder

Create a New Project

Create a New Project (Word) Document

Create a new Project document

Create a New Project from an Opportunity

Create a New Project List Folder

Create a New Project Lists Folder

Create a New Word Document

	Opportunity Documents tab
	Candidate Introductions..

Create a New Word Document for a Company

Create a People List

Create a People PowerSearch

Create a Project Invoice

Create a Project Mail merge Document

	Project Documents tab
	Create Project Document via Mail Merge

Create a Project Power Search

Create a Search Contact Record

Create a Search Contact Record (SCR) for a Candidate

	Contact Register Candidates
	Using My Projects

Create a Task from an Activity History Record

Create a Template Based Document for Opportunity Contacts

Create Activity History Record

Create an Activity History Record for a Candidate

Create an Activity History record for an Opportunity Contact

Create an HTML Template

Create an HTML Template for Broadcast purposes

Create and maintain User permissions

Create Blank Template record

Create Contract Invoices

Create Contract Job Order Invoice

Create Direct Hire Job Order Invoice

Create Document Category

Create Document via Mail merge

Create Mail Merge Template

Create Mandatory Fields

Create Marketing Call Report

Create Merge Template

Create New Activity History

	Schedule and Complete an Appointment
	People Activity History tab

Create New Activity History Record

Create New Document for Person

Create New Mail Merge Template

Create New Opportunity Document

Create Opportunity Document via Mail merge

Create Privacy Groups

	Privacy Groups
	Set a Person as Private
	Set Job Order as Private

Create Reference Documents for Finalist Candidates

Create Responsibility Values

Create SQL Query for the Template

Create Template Based Document

Create WebLogin and Password

Create WebLogin and WebPassword

CreatedBy

CreatedOn Date

Credentials tab

Credit Limit of a Company

Ctrl+B

CTRL+B = Search for Opportunities

Ctrl+C

CTRL+C = Search for Companies

CTRL+Click = Multi-select rows in a grid

CTRL+D = Search for Documents

CTRL+E = Send / Receive Email

CTRL+Enter = Mark multiple documents

CTRL+F = Find

CTRL+H = Create New Activity History Record

CTRL+M = Search for My Projects

CTRL+N = Create New Person

Ctrl+P

	Deskflow Main Menus - Exec Search Only
	Deskflow Main Menus

CTRL+P = Search for People

Ctrl+R

CTRL+R = Search for Projects

CTRL+T = Schedule new appointment

Ctrl-C

	Deskflow Main Menus - Exec Search Only
	Deskflow Main Menus

Ctrl-Click

Ctrl-Click for multi-select

Ctrl-D

	Deskflow Main Menus - Exec Search Only
	Deskflow Main Menus

Ctrl-N

	Deskflow Main Menus - Exec Search Only
	Deskflow Main Menus

Ctrl-R

	Deskflow Main Menus - Exec Search Only
	Deskflow Main Menus

Currency Code

Current Contacts

	Sending Email from Deskflow
	Companies
	Company Contacts tab
	Company Current Contacts

Current Contacts at Company

	Find Current Contacts at a Company
	Company Current Contacts

Current Contacts showing Board Directors

Current Contract Orders

Current Job

Current Password

Current Positions

Customer Number of a Company

Customer Relationship Management

Customize Task Filters

- D -

	People Activity History tab
	Activity History for a Job Order

Date Navigator

Date-stamped Notes

Default Currency Code

Default Email Subjects

Define Board Directors

Define Location Format From Address Data

Degree Major

Degree Name

Degree Type

Delegated Appointment

Delete a Company

Delete a Company Document

Delete a Company List Folder

Delete a Completed Project

Delete a Folder

Delete a List

Delete a People List Folder

Delete a Person

Delete a Person Document

Delete a Person's Skill

Delete a Project

Delete a Project Document

Delete a Project Folder

Delete a Project List

Delete a Project Lists Folder

Delete an Interview record

Delete an Opportunity Name in a List

Delete Contact Notes

Delete Custom Registry Settings for Projects

Delete Deskflow Registry Settings

Delete Document

	People Documents tab
	Project Documents tab

Delete Document and Resume attachments

Delete Document Category

Delete Multiple Skills

Delete Opportunity Document

Delete Person dependent records

Delete Project

Delete Record

Delete Selected Document

	Opportunity Documents tab
	Candidate Introductions..

Deletion of Completed Project

Deletion Permissions.

Department

Deskflow Address Book

	Introduction to Email
	Creating a new Address Book entry

Deskflow Administrator

	Schedule and Complete an Appointment
	Introduction to Email
	Setting up Outlook Email

Deskflow and Outlook Integration

Deskflow Application Server

Deskflow Appointments Calendar

Deskflow Beginners Guide

Deskflow Calendar

Deskflow Career Centre

	Introduction
	Duplicate Candidates
	Search for Contract Job Orders

Deskflow Career Centre Guide

Deskflow Career Centre job posting

Deskflow Client Reference Guide

Deskflow Enterprise

Deskflow Enterprise Client.msi

Deskflow Fails to Install

Deskflow Install package

Deskflow Main Menus

	Deskflow Main Menus - Exec Search Only
	Deskflow Main Menus

Deskflow profile

Deskflow Setups

Deskflow Stored Preferences

Deskflow Tasks Calendar

Deskflow Tasks to Outlook

Deskflow Text Menus

Deskflow Timesheet Entry

	Productivity Tools
	Open Menu

Diary Layout

Diary: Appointments

Diary: Complete a Meeting

Diary: Meeting Request

Direct Hire Job Order General tab

Direct Hire Job Order Invoice

Direct Hire Job Orders

	What does Deskflow do?
	Job Orders
	Add New Direct Hire Job Order
	Search for Direct Hire Job Orders

Direct Hire Orders

	Deskflow Main Menus - Exec Search Only
	Deskflow Main Menus
	Views Menu

Disbursement Fee

Display Year or Month View

Do a Mail Merge

DOC Format

Document

	Setting up Outlook Email
	Saving Email Attachments

Document - Add Link

Document - Attach as Child

Document - Clone

Document - Delete

Document - Delete Link

Document - No New Version

Document - No Open

Document - Rename

Document - Save

Document - Send by Email

Document - Show Security Window

Document Access Restrictions

Document and Resume Management

Document Archive

	Storing Reports and Documents
	Searching for Documents

	Searching for People
	Searching for Companies

Document Content Search

	Searching for Companies
	Find People

Document Mail-Merging

Document Management

Document Name

Document Search

Document Search Dialog

Document Security and Restriction Rules

Documents

	Deskflow Main Menus - Exec Search Only
	Deskflow Main Menus
	Views Menu
	Searching for Documents
	Documents

Documents for a Job Order

Documents tab

	Perform a Mail Merge
	Project Documents tab

Domain Name

	Start the Deskflow Client
	Installation Trouble-shooting

Double-Running of Candidates

Download Deskflow

Download Deskflow Install Package

DPI Setting

Drag and Merge Project Lists

Driver requests

	Temporary Assignments
	Browse Temporary Assignments

Drivers license

Duplicate Candidates

	Tools Menu
	Duplicate Candidates

Duplicate Companies Merge

	Tools Menu
	Duplicate Companies Merge

Duplicate Detection Rules for Imported People Records

Duplicate People

	Tools Menu
	Duplicate People

Duplicate resolution options

Duplicates table

- E -

EasyConverter

Edit a Person's Skills

Edit Background and Font Colour

Edit Details of Delegated Appointment

Edit Details of Own Appointment

Edit Extracted Resume/CV Data

Edit Position Statuses

Edit User Responsibilities

	What does Deskflow do?
	Open Menu

Email a Resume/CV

Email Address for Company

Email Addresses

Email Archive Exception

Email Archive Exception List

Email Candidates Resumes

Email Company Document(s) as Attachments

Email Default Subjects

Email Document Attachments

Email General Tab

Email Options

E-Mail Options

Email People Documents as Attachments

Email Project Document(s) as Attachments

Email Read Receipt

	Sending Email to a List
	Send Email to People from List

E-Mail Recipient

Email Resumes

Email Resumes/CVs of Selected Candidates to a Hiring Manager

Email Selected Document

	Opportunity Documents tab
	Candidate Introductions..

E-mail Selected Documents

	People Documents tab
	Project Documents tab

Email Selected Opportunity Documents as Attachments

Email Sending Format

Email Sending Preference

Email to Company Contacts

Emails in HTML format

Emails in Plain Text format

Emails in Rich Text format

Employee Count of a Company

Employees

Employment history

Employment History Details

Employment tab

Enable User Responsibilities feature

End Date

	Employment tab
	Employment History Details

English

Enlarge Activity Notes Font Size

Enlarge Activity Notes window

Enter Company Address Information

Enter Contract Job Order Header Data

Enter Employment Details

Enter New Contract Job Order Details

Enter Time-sheets from a Contract Job Order

Enter Time-sheets from Deskflow Timesheets Module

Enter Time-sheets from Web-based Timesheets Module

Errors Logging Into Deskflow

Est. Close Date

Estimated Compensation

Estimated Compensation flag

Event Activity History

Event Management Reports

Event Manager

	Views Menu
	Searching for Events

Event Outcomes

Event Report Templates

Event Sessions and Tasks

Event-related items

Events

Events Activity History

Events Manager

Events Search

Example: Account Coverage

Example: Active Projects List

Example: Activity History for Job Order

Example: Activity History tab

Example: Add Company Address Form

Example: Add Contact Information

Example: Add Director Position and Codes

Example: Add Link to Recipient

Example: Add New Contract Invoice

Example: Add New Direct Hire Job Order Invoice

Example: Add new Email Recipient

Example: Adjust Report Page Setup

Example: Administrator Settings to enable "Notify Users" feature

Example: Advert. Respondents

Example: Appointments - Month at a Glance

Example: Assign Privacy Group to Job Order

Example: Assign Privacy Group to Person

Example: Assign Privacy Group to Project

Example: Associates by Position

Example: Batch Delete Skills from List of People

Example: Benchmark Candidates

Example: Billing Summary for Contract Job Order

	Billing for Contract Job Order
	Create Contract Job Order Invoice

Example: Business Pipeline Marketing Activities

Example: Business Pipeline Project Activities

Example: Business Pipeline Reporting

Example: Business PipelineJob Order Activities

Example: Candidate Counts by Project Stage

Example: Candidate Development Reports

Example: Candidate Introductions Documents

Example: Candidate Recommended by Sources

Example: Candidate Reference Template

Example: Candidate References aka Referees

Example: Candidate Resumes

Example: Candidate Stages in a Project

Example: Candidate Staging screen

Example: Candidate Timesheet Entry Form

Example: Capture Infomal Reference notes

Example: Change My Currency

Example: Client Interview

Example: Client Interviews List

Example: Client Timesheet Approval form

Example: Clone a highlighted document

Example: Clone Project Options

	Add a New Project
	Clone an Existing Project

Example: Companies Browse List showing Addresses

Example: Companies Browse List without showing Addresses

Example: Companies General view

Example: Companies List Dialog box

Example: Companies Power Search on four data fields using editable parameters

Example: Companies Power Search Queries

Example: Companies Power Search using an initial Companies list

Example: Companies PowerSearch on four data fields

Example: Companies PowerSearch using an initial Companies list

Example: Companies Search Screen

Example: Company Address Tab

Example: Company Attributes

Example: Company Attributes - after Import from Excel

Example: Company Attributes - Import Skills from Excel

Example: Company Attributes Editor

Example: Company Attributes Excel File to be Imported

Example: Company Block/Off Limits Expiration Limit

Example: Company Blocking/Off Limits of Related Companies

Example: Company Contacts at this Address

Example: Company Current Contacts

Example: Comparison Operators

Example: Configure Turn-Off Template Options

Example: Considered Candidates List

Example: Contact Register

Example: Contract Invoice

Example: Contract Job Order Data Entry Form

Example: Contract Job Order Details

Example: Contract Job Order Header

Example: Contract Job Order Tasks

Example: Contract Job Orders Search Form

Example: Contractor Timesheets

Example: Corporate Hierarchy

Example: Create / Edit a Job Posting

Example: Create / Edit a Web Posting

Example: Create Mail Merge Template

Example: Create new Address Book Entry in Deskflow\

Example: Create Opportunity Contacts

Example: Current Contacts showing Board Directors

Example: Designing a Questionnaire

Example: Deskflow Diary showing Appointments and Tasks

Example: Diary for two Users for two days

Example: Direct Hire Job Order Billing Tab

Example: Direct Hire Job Order Data Entry

Example: Direct Hire Job Order Details

Example: Direct Hire Job Order Header

Example: Direct Hire Job Orders Search Form

Example: Document Linking

Example: Document Searching

Example: Duplicate Candidates Manager

Example: Duplicate People Utility

Example: Edit a Report Label

Example: Emailed Resume Content Extraction

Example: EV09 All Invitees for Session(s)

Example: Event Activity History

Example: Event Browse Resulting from a Search

Example: Event Calendar for two Users

Example: Event Expenses

Example: Event Groups with Closed Folders

Example: Event Groups with Open Folders

Example: Event Invitees

Example: Event Outcomes

Example: Event Tasks

Example: Excel Import Form 2-B

Example: Excel Import List Name(s)

Example: Filter for My Overdue, Current and Tomorrow's Tasks

Example: Filter Status Values

Example: Filter with two Task conditions

Example: Generate Unique Web Login Name and Password

Example: History for Job Order

Example: Initiate Setup of a Turn-Off Template

Example: Internal Candidates

Example: Internal Interviews

Example: Interview List

Example: Job Order Documents

Example: List of Informal References from a Source

Example: List of Presented Candidates

Example: List of Temporary Driver Requests

Example: Log Activity History and Notify Users

Example: Lookup Tables Editor for PositionType

Example: Mail Merge Query Content

Example: Mail Merge Query Names

Example: Make Batch Changes to a People List

Example: Marketing Call Report

Example: Merge Duplicate Company Addresses

Example: Month View

Example: Month View for One User

Example: Month View for Three Users

Example: Multi-Select Candidate Resumes

Example: Multi-selected People Browse List Rows

Example: My Activity History

Example: My Candidates

Example: My Candidates Configuration Options

Example: My Direct Hire Job Orders View

Example: My Projects View

Example: Named Company Search

Example: Named Person or Named Company Employee Search

Example: Opportunity Browse List

Example: Opportunity Contacts

Example: Opportunity Documents

Example: Organization Tree of Employees at Company

Example: Outlook Synchronization and Email Settings

Example: Parser Language

Example: People and Skills Export to Excel

Example: People Browse

Example: People Browse List

Example: People Credentials Screen

Example: People Data Entry - Outlook Form

Example: People Details

Example: People Documents Functionality

Example: People Export to Excel

Example: People Find

Example: People List export to Excel (including resumes)

Example: People List for Type=NED

Example: People List showing Availability

Example: People List showing Resumes/CVs

Example: People List sorted by Last Name

Example: People List used for an Email Broadcast

Example: People Power Search for IndustryCodes

Example: People Power Search for RoleCodes

Example: People PowerSearch on four data fields

	People Power Search Syntax and Rules
	Basic Power Search Queries

Example: People PowerSearch Queries

Example: People PowerSearch structure

Example: People PowerSearch Using a Company List

Example: People PowerSearch Using a People List

Example: People PowerSearch Using Skills

Example: People Search for any of three Role codes

Example: People Search form

Example: People Skills Editing

Example: People Skills Tree View

Example: People Two-field search

Example: Person Availability Chart

Example: Person Block as a Client Company Employee

Example: Person Block as Client Company Employee

Example: Person Block as Client Team member

Example: Person Block as Placed Candidate

Example: Person Block at Presentation stage of Project

Example: Person Block on Company

Example: Person Compensation details

Example: Person Data Entry - Contacts Form

Example: Person Data Entry - Full Form

Example: Person Education Details

Example: Person Education Summary

Example: Person Employment Information

Example: Person Quick Entry form

Example: Person tab

Example: Personal Data tab

Example: Presented Candidates List

Example: Project Activity History

Example: Project Billing Tab

Example: Project Deletion Permission

Example: Project Documents

Example: Project File Search

Example: Project Main Page

	Introduction to Projects
	Project tab

Example: Project Planner System Wide Settings

Example: Project Planner Template

Example: Project Planner Template Task Setup

Example: Project Split View

Example: Project-related Company Blocks (Off-limits)

Example: Projects Search Screen

Example: Rank Filter

Example: Recommended Candidates List

Example: Report Bands

Example: Report SQL Query Designer

Example: Report Template Restrictions

Example: Report toolbar

Example: Research Reports

Example: Resume Importer Error Messages

Example: Resume Importer List

Example: Resume Importer Success/Failure Report

Example: Resume/CV Data from Parser XML output

Example: Resume/CV Importer Options

Example: Resume/CV Selector

Example: Review Copied Attachments

Example: Save Resume/CV Attachment

Example: Schedule a Phone Call to a Selected Candidate

Example: Schedule Appointment

Example: Search Contact Record

Example: Search for any of three Role codes

Example: Search for Attributes and Phrases

Example: Search for Events

Example: Search for People on four data fields

Example: Search for People who are Presidents

Example: Search resume content for a phrase

Example: Select Email Options

Example: Select Email Options with template

Example: Select Email Options without template

Example: Select Emails with Attachments

Example: Select Report Font type etc

Example: Send Fax Options

Example: Send templated email to multiple Candidates

Example: Send Turn-Off Email

Example: Session Activity History

Example: Session Details

Example: Session Documents

Example: Session Expenses

Example: Session Invitees

Example: Session Vendors

Example: Sessions

Example: Set Date Range to Process

Example: Setup Default Subjects for Emails

Example: Setup Document Access Restrictions for a Workgroup

Example: Setup Email Archive Exception List

Example: Setup Email Options

Example: Setup Email Sending Options

Example: Setup Extraction Options

Example: Setup NED Backgroung Colour

Example: Setup Outlook 2007+ for Bulk Email

Example: Setup Position Status Editor

Example: Setup PositionType

	Define Board Directors
	Colour Coding People in Lists

Example: Setup Rules for Automated Tasks

Example: Setup User Privacy Group Memberships

Example: Show My History

Example: Show My History Filters

Example: Skills Dictionary Report

Example: Skills Dictionary with Units of Measure

Example: Skills per Position

Example: SMS Message to Person

Example: SMS Text Messaging Setup via Administrator

Example: Source List

Example: Sources

Example: Split Projects Browse

Example: Target Companies

Example: Target Company Employee Search

Example: Target Company Employees

Example: Task Schedule for Job Order

Example: Tasks for Job Orders

Example: Tasks with no Filter shows all tasks, completed and uncompleted

Example: Tasks with Status = Uncompleted

Example: Tasks with Two-condition Filter installed

Example: Time Sheets and Billing

Example: Time Sheets for People on Contract

Example: Time Sheets Information Entry

	Billing for Contract Job Order
	Timesheets for Contract Job Orders

Example: Two-field Companies search

Example: Write a letter to multiple Candidates

Example: Year View

Examples: Career Centre Reports

Examples: Companies Reports

Examples: Event Management Reports

Examples: Job Order Reports

Examples: People Reports

Examples: Project Development Reports

Examples: Project Research Reports

Examples: Time Management Reports

Excel

	Introduction
	Searching for Information

Excel Column Selection

Excel Document

Excel Email Import

Excel Export of People and Skills

Excel Export of Resumes/CVs

Excel Import

	Import From Excel
	Import Multiple Job Titles

Excel Import Form

Excel Import Rules

Excel Import utility

	Import Skills
	Import Industries

Excel Spreadsheet

Exchange Rates

Executive search

Executive Search Projects

Expand the Width of the Project List

	My Projects
	Using My Projects

Experience tab

Export a List of People to Excel

Export People List Information to Excel

Export People List to Excel

Export To Excel

External Address Book

Extra People Info tab

Extract Attachments

	Resume/CV Content Extraction
	Bulk Copy Email Attachments To Disk

Extracting a Resume

- F -

F10 = Open Appointment Planner

F11 = Show My Activity History

F12 = Open Diary

F5 = View my Messages

Fax Number for Company

Fee on Direct Job Order

File extension setting

File Search Candidates

	Introduction to Projects
	Project Research tabs
	File Search Candidates

File Search Candidates List

File Search tab

Fill Temporary Assignment

Filter a List of Invitees

Filter Activities on Activity Type

Filter Activities on Date

Filter Activity History

Filter for My Overdue, Current and Tomorrow's Tasks

Filter Status Values

Filter the Candidates List

	My Projects
	Using My Projects

Filter the My Projects List

Filter the Project List

Filter with two Conditions

Finalist Candidates

Find a Candidate in a List

Find all Active Projects

Find all Completed Projects

Find All Direct Hire Job Orders

Find all Projects for a Specific Partner

Find Board Directors

Find Candidate in List

Find Open Positions Matching Personal Skills

Find Projects

Find Temporary Assignments

Firewall

	Computer Hardware and Software Requirements
	Installation Trouble-shooting

First Name

Fix a Vista Outlook Problem

	Vista Configuration and Issues
	Using Outlook with Vista

Fix Screen Resolution Problems

Flat Fee on Direct Job Order

Font Size

Force sequential completion of Project Stages

Force Transmission of Email on Send

Format Excel Import File

	Install Deskflow Client from the Web
	Installation Trouble-shooting

FTR

Full Data Entry form

Full Text Ranking index

Full-text Index

Full-text Indexed

	Searching for Information
	Searching for Companies
	Find People

Full-text indexing

Full-text Search

FYI

- G -

General Company Notes

General Tab for Job Order

Generate a Billing and Project Status Report

Generate Unique Web Login Name and Password

German

Get Latest Data (refresh record)

Graduation Date

Greet As

Group Invitees by Status

- H -

Hardware Requirements

Help Menu

Helpful screen setup hints

Hide extensions for known file types

Hide Resumes/CVs from a Browse List

	Email Resumes/CVs from a Project List
	Presented Candidates List for a Job Order

Hiring Manager Interviews

History for a Job Order

HR Department Interviews

- I -

	Install Deskflow Client & IFilters
	Install Deskflow Client from the Web
	Install Deskflow Client from an FTP site
	Uninstall Deskflow Client
	Introduction to Resume/CV Parsing