Zoho Recruit | Document Library

Document Library in Zoho Recruit

There is a range of documents used on a daily basis in the recruiting industry, and it's important to keep these shared resources current. The Documents tab in Zoho Recruit acts as a library where you can upload, organize, and manage files and set sharing permissions for users in your organization.


Availability
Profile Permission Required: Users with permission to access the Documents tab can use this feature

By default, users with the Administrator or Standard profile can access this feature. The Administrator will need to provide profile permissions for other custom users to access it. The Documents tab also has the Tab Visible permission.

Benefits

  • Save storage space
    In Zoho Recruit, you can attach documents for each record from Zoho Docs, Google Docs, or your desktop. Attaching the same file to multiple records will take up extra storage. For example, you have a 10MB file. If you upload the same file for 5 records, the storage occupied will be 50MB (10MB*5). Using the  Documents tab will save storage space, as you only need to upload the file once When you associate your 10MB file with multiple records, it will still only occupy 10MB of storage space.

  • File sharing made easy
    You can share files uploaded to the Recruitment folder with the users, roles, roles, subordinates, and groups from the Documents tab.  
  • Organize your files under folders 
    Folders and subfolders help you organize your documents for quick reference.
  • Updates automatically reflected 
    You can make any changes to the file and maintain one single up-to-date copy. This can be accessed by other users.

  • Attach documents and send via email 
    You can attach files to emails from your document library and uploading from desktop, Zoho Docs, or Google Docs to your document library.

Modify Profile Permissions

Users with the Administrator or Standard profile can access this feature by default. An Administrator can provide access to custom profiles.

To modify profile permissions:

  1. Click  [the Settings icon] and click Setup > Users & Control > Security Control > Profile.
  2. In the Profiles page, click the Edit link for the Standard or Custom profile that you want to modify.
  3. In the Profile details page, click the checkbox to give access to Documents.
  4. Click Save.

Note:

  • You cannot edit the default profiles, Administrator and Standard. We recommend you define your own profiles based on the existing default profiles.
  • As with other tabs, you can rename, organize, and hide the Documents tab. See also: Tab Settings. 
  • The Documents tab in Zoho Recruit is not the same as Zoho Docs. Your Zoho Docs files will not be available here. If you want the files from Zoho Docs to be available in the Documents tab you need to upload them to Zoho Recruit.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Integrating with CV Library

                                                                                                                Step 1: Enable CV Library in Setup Go to Setup > Job Boards. Search for CV-Library and enter your credentials to enable the integration. Step 2: Publish jobs on CV Library From the Job Openings module, go to the job you wish to publish and click the ...
                                                                                                              • ZipRecruiter and Zoho Recruit Integration

                                                                                                                ZipRecruiter is an online job posting platform that streamlines the recruiting process by helping companies to post jobs to 100+ job boards with a single click. By providing a central location for locating and screening candidates, ZipRecruiter helps ...
                                                                                                              • Introduction to Zoho Recruit

                                                                                                                Zoho Recruit is an Applicant Tracking System (ATS) and recruitment software built to manage recruiting processes across staffing agencies and corporate companies in an efficient manner. You can now streamline your complete recruitment processes -- ...
                                                                                                              • Gmail Add-on for Zoho Recruit

                                                                                                                The Gmail add-on lets you add candidates and contacts right from your inbox. With this update, we give you control so you can either add the sender as a candidate or parse data from your email attachments to create candidates. You can also bring in ...
                                                                                                              • Zoho Recruit app on Android phones

                                                                                                                You can download and install the Zoho Recruit application from the Play Store. Before you install it, take a look at the prerequisites. Zoho Recruit requirements You must have: A valid and active Zoho Recruit Account. Permission to view Zoho Recruit ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources