Replace a Candidate Attachment

Candidate attachments take the place of hand-written forms or documents that would traditionally be added to a candidate's paper file. There may be times when an attachment must be updated based on follow-up information provided after the original document is attached to the candidate record. Other examples for the need to replace a candidate attachment include receiving an updated cover letter from the candidate or receiving a completed interview questionnaire from the hiring manager or interviewer.

All users with the Candidates > Attachments, Candidates > View/Edit Candidate Documents, and Various Panels on Candidate Screens > Edit Candidate Attachment Panel permissions can replace candidate attachments. These permissions are assigned in PeopleFluent RMS Administration Portal.

1. Warning: Exercise caution in the use of candidate attachments, as their content is considered part of the official candidate record and can be subpoenaed in the event of litigation.

To replace a candidate document

1. In the Workflow or Candidate List pane, click on the candidate. The candidate record is displayed in the Details pane.

2. Click the Candidate Info tab and scroll down to the Attachments panel.

3. Click the Edit icon for the attachment to be replaced.

4. If necessary, select the new Attachment Type from the drop-down list.

5. Click the Browse button and navigate to the edited file you wish to use as a replacement for the existing attachment.

6. Highlight the file and click Open.

7. Click Upload to attach the document to the candidate record.

8. The date and time the attachment was modified is recorded and displayed on the Attachments panel.

Additional Information

About Candidate Attachments

Attach a Candidate Document

View a Candidate Attachment

Print a Candidate Attachment

Delete a Candidate Attachment