Attaching a Company Document to an Email
Company Documents are shared documents within your organization, which can be attached to the outbound email you send to Candidates and Contacts from Mindscope. This feature supports a range of file types, including PDFs, fillable PDFs, MS Word and MS Excel files. Example uses include:
- Send fillable forms for a Candidate or Contact to fill in and return
- Send onboarding documents to a candidate to read
- Send marketing materials to Prospects
- …and more!
Tip: Use of this feature requires that your Administrator has added documents into your environment (steps detailed below) and that outbound email is enabled on your system.
1. Click the email address of any candidate or contact you wish to email.
2. Complete the subject line and body of the message as usual.
3. Click into My Company Documents on the right side.
4. Select the document(s) you wish to attach to the email. This will now appear in the attachments field and you may then send when ready.
Your Administrator user(s) may manage these documents for your organization.
5. To add Company Documents start by clicking into "My Company".
6. Click on the Documents tab.
7. Click "ADD NEW DOCUMENT"
8. Select the document type from the drop-down list.
9. Click Select file and browse to the file that you wish to upload.
10. Click "SAVE" and repeat for additional documents as required.
