• To search for and review documents used on previous Campaigns
• To Upload / Create a new Campaign Document

From the Select Campaign Documents screen an Admin level user or the Hiring Manager for the Campaign can search for documents used on previous Campaigns or add Documents to the current Campaign.

To search for and review documents used on previous Campaigns

Find document used on previous Campaigns by entering the appropriate parameters into the search panel to the left of the screen.

You will not be searching the text within the documents used on prior Campaigns, rather you are finding the Campaigns that might store documents similar or useful to the current Campaign.

A list of documents attached to Campaigns matching the search criteria you entered will be displayed in the search results panel to the right of the screen. To review a document, select the record using the selection tick box and click the View / Edit option from the button bar.

Please Note: It is not possible to review a document, edit it using a Windows application and automatically save those edits back to the database. To edit an existing document and then save it to the database, first create a copy on your local hard disk and then add the new copy to the Campaign Documents list.

To Upload a new Campaign Document

To upload a new document click the Add -> Create New Document option from the button bar. Enter a description of the information contained in the document and then browse to find the document from your PC. Click the Save button to upload.