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Status Planned
Categories Documents Retention module
Created by Brokerkit Product Management
Created on Feb 14, 0020

RELATED IDEAS

Document Management

  • The ability to upload, view, delete, and update documents

  • Ability to link documents to contacts and tasks and view them there

  • Available in recruiting and retention

  • ADMIN RESPONSE
    Jun 4, 2024

    FYI - This idea has changed to the status of Planned as we have added it to our product development roadmap to be implemented in the coming months.

  • Attach files
  • Admin
    Brokerkit Product Management
    Reply
    |     Jun 2, 2024

    For the folks who have voted on this idea for document management, we wanted to make sure you saw that we implemented a feature to capture resumes in the contact profile last week where you can upload them in PDF or Microsoft Word formats.


    The details and a demo video can be found here: https://ideas.brokerkit.com/ideas/BKPD-I-494

    We wanted to notify you in case it was resumes you were hoping to capture as documents for the contacts.



  • Tyler Brenner
    Reply
    |     Jan 11, 2024

    The ability to attach relevant docs to contacts

  • +8
3 MERGED

Adding Documents to Recruit files

Merged
You have it so I can add an attachment here, why not be able to add an attachment to the prospective agents file during recruiting and then have that file carry over when they join and become part of the retention file?
Guest 7 months ago in Documents 1 Planned