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.

    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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • 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 ...
                                                                                                  • 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 ...
                                                                                                  • Integrate IIMjobs with Zoho Recruit

                                                                                                    The IIMjobs integration for Zoho Recruit will allow you to publish, track and optimize your job opening directly from Zoho Recruit. Why integrate IIMjobs with Zoho Recruit? Improve your candidate experience. IIMjobs has user-friendly website as well ...
                                                                                                  • Post jobs on Naukri (via Zwayam Amplify) through Zoho Recruit

                                                                                                    Zoho Recruit's latest integration with Naukri(via Zwayam Amplify) helps you find the right talent for your team. Additionally, Sourcing Summary gives you insights on all applications you receive through this integration. Note: Naukri may require ...
                                                                                                  • Validation Rules In Zoho Recruit

                                                                                                    Validation rules can improve the accuracy and consistency of the data in Zoho Recruit. These rules enforce specific requirements or restrictions on the data entered, such as filling out specific fields or entering data in a particular format. ...
                                                                                                    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