14.2.5.9. Enable Attachments in the Candidate Portal – Applicantion Example

You can allow candidates to upload files in various sections of the Candidate Portal, and view these updates in the CRM.

In this entry, we will walk through the application entity example, but it applies to other entities.

To do this, go to ‘Candidate Portal’ on the sidebar and press ‘Entity Configuration’.

Select the entity for which you want to enable file attachments. In this case, we select ‘Application.’

Scroll down and check ‘Enable Attachments.’

In the dropdown menu, you will find the name of the timeline where files will be located in the CRM. In this case, the
File can be located in the Contact or the Application timeline. We select ‘Application.’

Finally, you can allow the candidate to delete files by selecting the checkbox.

Then press ‘Save Changes’ and ‘Publish.’

**To see these attachments, the Dynamics ATS user must go to ‘Candidates’ in the sidebar and select the candidate’s name.

Next, go to the ‘Application’ tab and select the application you want to view in detail.

There, select the ‘Post, Activities, Notes & Activities’ tab. There you will find the Application timeline.

*You can streamline your timeline notes by integrating with SharePoint and storing the files there.

If the candidate removes a file from the application from the Candidate Portal, like this:

The changes will be reflected in the CRM like this: