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Documents

In this article, we'll walk you through how to upload documents to a brand, and how to add one to a candidate so it's included within their invitation email.

  1. While signed in to your Checkmate account, click your profile icon in the top-right corner of the screen.

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  2. Click Company Settings.

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  3. Click the Branding tab.

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  4. Click on the three-dot menu and choose Edit to open the brand editor.

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  5. Select Documents to attach files to your brand.

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  6. Toggle on the Documents switch to upload documents for your brand.

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  7. Click Upload Files to start adding your brand documents.
    You can upload PDF, DOC, or DOCX files, up to 10 MB each.

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  8. Each uploaded appears in the list below the Upload Files button.

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  9. To remove a file, click the bin icon next to it.

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  10. Click Save once you are happy with your changes.

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  11. You can apply a document to a candidate when you first add them.
    Toggle on the Attach documents switch at the top of the checks selector form.

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  12. Select the document you'd like sent to the candidate from the dropdown list.

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  13. The candidate will receive the document attached to their initial invitation email.

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