Using Presets

When you encode a lot of candidates with different types of documents requested, you sometimes needs to speed up process with presets

What is a preset ?

A preset is a predefined group of requested documents and policies.

Create your first preset

• Go to "Settings > Presets" via the top menu bar then on the "Add" button (You need the Preset Management right)
• Fill in the Name and reference (Reference is used by the Candidate Import feature)
• If needed, select one or more requested document types and set them as mandatory or optional
• If needed, select one or more policies to sign
• When ready, click on Save

Use your presets

• To use a preset, go to a new Candidate form (ex: click on Create from the top menu bar)
• Fill in the candidate details & account
• From the Preset block, choose a preset and click "Apply"
• Voilà! All the document types are added to this candidate based on your preset. You can still add more documents or remove some of the presets
• (Don't forget to submit your form)