Import a Resume into a Person's Record

To Import a Resume into a Person's Record:

1.From the person's record, click the Resume tab.

2.From the Resume tab, click Import Resume from Existing Word Document.

3.Browse and select the resume.

4.Click Open.

5.Optional - enter the description, (i.e. Marketing Resume).

6.Click Save.

NOTE:  To copy a resume sent as an email attachment into the database, right-click on the email and click Save in Deskflow. A list appears. From the list, select Attachments Only and follow the prompts.

To Link a Document to a Job Order, Project, Company etc :

1.Click the Red Pushpin icon in the bottom right corner.

2.Click Add Link to Project for example.

3.Search and select the Project.

4.Click OK.

5.Click Save.