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Notes and document templates

Folder-organized document center to create notes, upload usable documents and manage reusable templates.

Where to find it
Apps → Document Center
Who can use it
NOTE_LIST

What it does

Folder-organized document center to create notes, upload usable documents and manage reusable templates.

Notes and document templates

How to use it

  1. Open Document Center

    Click Document Center in the Apps menu.

  2. Browse folders

    Documents are organized by folder. Click a folder to expand.

  3. Create or upload

    Use New note for in-app text, or Upload for an existing file.

  4. Manage templates

    Templates can be re-used across candidates and clients; mark frequently-used templates as favorites.