Skip to main content

Pro Tips & More

Provides information on additional features, pro tips, and best practices

1 author41 articles
Client Portal: Attach additional documents to a Candidate's profileLearn how to attach additional documents to a Candidate's profile.
Client Portal: Search Bar & Filter Visibility ExplainedSet if the search bar and filters on lists should be visible or hidden
Client Portal: Split Desk WorkflowLearn everything about our Split Desk Workflow functionalities
Client Portal: Default candidate upload status (for manually added candidates)Select if manually added candidates should appear in a draft or an active status on a list
Client Portal: Allow clients to download candidate files by defaultSelect whether any files can be downloaded by your clients
Client Portal: AI Generated Recruiter Notes with ChatGPTLearn how to create faster and smarter submissions with our AI-Powered Recruiter Notes
Client Portal: Candidate name search default behaviorSet if clients should be able to search by candidate names on lists you share
Client Portal: Candidate skills behavior explainedSet how we should handle skills parsed from candidate resumes
Client Portal: How to make the decline reason requiredLearn how to make entering a decline reason required for your clients
Client Portal: Setup your client portal login on your websiteLearn how to add a client login button to your website
Client Portal: How to update Submission Stages on behalf of your clients
Client Portal: Candidate Assignees - Fine-Tune Email Notifications to Users and Clients
Client Portal: Activating and Utilizing the "Teams" Feature in Candidately
Client Portal: Activity feed & notifications explained
Client Portal: Add additional candidates to an existing submission
Client Portal: How does my submission look like for the client?
Client Portal: Edit list name
Client Portal: Pause, archive or delete a list
Client Portal: How to remove a client from a shared list
Client Portal: How to resend a list to your client
Client Portal: Sort Candidates on your list
Client Portal: Adding Candidates Without CVs/Resumes to Lists
Client Portal: How to request & grant access to lists
Client Portal: Internal Notifications explained
Client Portal: Is Candidately mobile friendly?
Client Portal: Does my client need a login to access my shared lists?
Client Portal: How can my client forward a list to their colleagues?
Client Portal: Can my client see multiple jobs in one place?
Client Portal: How does the Search Bar work for my clients?
Client Portal: How does the Live Chat work?
Client Portal: How can my client provide me feedback on a submission?
Client Portal: Preparing my client to collaborate on links
Client Portal: Why are links better than attachments?
Client Portal: Automatically update lists through Candidately AutomationsLearn how to set up automations within Candidately in order to automatically update your lists given certain actions in Bullhorn
Client Portal: Duplicate a candidate to another submission
Client Portal: How to replace a candidate's CV/Resume
Client Portal: How to edit candidate details
Client Portal: How to remove a candidate from a submission
Client Portal: Date added visibility
Client Portal: Single and Multiple Select Field Types
Client Portal: How fields are pre-filled with data automatically - data priority parsingUnderstanding Candidate Information Pre-fill Priorities