Tools & Settings
Morgan Volta
18 steps
3 minutes
1
Click "avatar Administrator 2"
2
3
Click "Application Settings 13"
4
Click here
5
We can edit any information around what user group they're going to be in, their personal details, and we can actually apply or remove a license from here.
6
Click Tools Home to get back to our original screen.
7
Here we have Manage Templates which allows you to create, edit or delete any email templates within Tracker.
8
You can select an existing template or click the green + button to create a brand new one.
9
Click here
10
Next we have our custom fields which you can jump in and quickly apply a brand new field to Tracker that may not exist. You may need additional information logged in the system and this area allows you to do so.
11
Click here
12
The document library allows you to upload company wide documents for all users to access. This can be helpful when sending out emails with specific documents attached.
13
Web documents allows you to store any documents that may require a single signature.
14
Web forms allow multiple signatures, and can be used in a variety of ways (applications, client in take form etc.). They are unique in the way that they will auto update fields in Tracker once the form is completed by a candidate or client.
15
Form sends allow you to view all sent, pending and completed documents or forms.
16
Sequence Templates is part of our Marketing package. This area allows you to create, edit and delete sequence emails (or drip campaigns).
17
Video Interviews is an area that allows you to create a video interview questionnaire for candidates.
18
Manage Licenses allows you to purchase more licenses, or add/remove existing licenses for all users.
Tools & Settings
Morgan Volta
18 steps
3 minutes
1
Click "avatar Administrator 2"
2
3
Click "Application Settings 13"
4
Click here
5
We can edit any information around what user group they're going to be in, their personal details, and we can actually apply or remove a license from here.
6
Click Tools Home to get back to our original screen.
7
Here we have Manage Templates which allows you to create, edit or delete any email templates within Tracker.
8
You can select an existing template or click the green + button to create a brand new one.
9
Click here
10
Next we have our custom fields which you can jump in and quickly apply a brand new field to Tracker that may not exist. You may need additional information logged in the system and this area allows you to do so.
11
Click here
12
The document library allows you to upload company wide documents for all users to access. This can be helpful when sending out emails with specific documents attached.
13
Web documents allows you to store any documents that may require a single signature.
14
Web forms allow multiple signatures, and can be used in a variety of ways (applications, client in take form etc.). They are unique in the way that they will auto update fields in Tracker once the form is completed by a candidate or client.
15
Form sends allow you to view all sent, pending and completed documents or forms.
16
Sequence Templates is part of our Marketing package. This area allows you to create, edit and delete sequence emails (or drip campaigns).
17
Video Interviews is an area that allows you to create a video interview questionnaire for candidates.
18
Manage Licenses allows you to purchase more licenses, or add/remove existing licenses for all users.
