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.

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