There are a number of ways to send one or more candidates CVs/Resumes to a Contact in the system. The first assumes you have a vacancy on the system belonging to the contact involved and the second does not require a vacancy.

1) Vacancy method

 If the candidate has not been shortlisted against the vacancy follow these shortlisting instructions to do this. Once candidate is shortlisted, go to the vacancy shortlist tab (will also work from the candidates shortlist tab) and click the name of the candidate and select the Submit CV button to the right. This will open the AutoMailer with the contact of the vacancy set as the recipient and the candidates Public CV pre-attached. You can then draft an email or select from the available email templates from the drop down list above the edit box.

Alternatively if you have multiple candidates in a particular shortlist section, clicking the AutoMailer icon EmailIcon_ContactRecord next to the title of the section they are in will send all of them to the AutoMailer and give you the option of sending all of their CVs to the contact of the vacancy in one go. There will be an option within the AutoMailer window to send the CVs in the same email but by default they go in separate emails.

2) Speculative method

In this case we will sending a CV to a contact we know so using speculative search from within the candidate will be a good method. Here you can find clients or contacts who might be interested in a candidate irrespective of any vacancy, and send the candidate information to the contact shortlists. This can be done through the Speculative Search section tab in the Candidate Record.

In this case the fastest method would be to enter the contacts name and click search,  if more than one result appears you may want to deselect the irrelevant ones and then click the AutoMailer icon EmailIcon_ContactRecord to the right of the search results. A screen will appear asking what you want to do, select send this candidates CV to this contact. This will open the AutoMailer with the contact of the vacancy set as the recipient and the candidates Public CV pre-attached. You can then draft an email or select from the available email templates from the drop down list above the edit box. This w

For more information on the speculative search screen please click here, see the Candidate Speculative Search page.

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