11/25/2024 - 2.88.43

BKPD-I-582 - Document Management
Introducing Brokerkit Documents
We're excited to announce the release of BrokerKit Documents, a powerful new feature designed to help your brokerage manage, share, and organize documents more effectively.
Whether you're handling offer letters, contracts, training materials, or performance records, BrokerKit Documents provides a centralized solution for all your document management needs.
Centralized Document Management

• Upload and organize all your important documents in one secure location

• Support for multiple file formats, including PDF, Word, Excel, PowerPoint, and images

• Robust search and filtering capabilities to quickly find what you need

Integrated Experience

• Designated documents page

• Access documents directly from contact profiles

• Insert documents into emails, texts, appointments, notes, campaigns and tasks

• Associate documents with relevant contacts

• Generate public links for external sharing

Smart Organization

• Categorize documents by type (Resume, Performance record, Offer letter, Contract, Training material, etc.)

• Rename documents

• Track document status (Draft, Under Review, Active, Archived, etc.)

• 30-day trash bin for deleted documents

We're confident that BrokerKit Documents will transform how you manage your recruiting documentation, saving you time and helping you stay organized. We look forward to your feedback as you explore this new feature.

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.

The ability to attach relevant docs to contacts