Configure Save Form as PDF
  • 05 Mar 2024
  • 1 Minute to read
  • Dark
    Light

Configure Save Form as PDF

  • Dark
    Light

Article summary

Abstract

Product: Workbench

Configure Save Form as PDF

  • BrassRing recruiters with the appropriate privileges can view and open candidate forms in PDF format from the history column in a candidate's Talent Record.

  • Recruiters can open and save these PDF candidate forms.

  • Recruiters must have the Candidates - View form history as pdf privilege and candidate forms must have the Candidates - View form history as pdf attribute enabled to view and open the PDF version of the candidate forms.

Process

  1. Select Tools → Users → User Types.

  2. Select the Edit Type Permissions icon for the user type to be able to save forms as pdf.

  3. Select the Candidate Actions 3 pencil icon.

  4. Select Candidates - View form history as pdf.

    image060.jpg

  5. Select Done.

  6. Select Save.

  7. Select Tools → Forms → Candidate Forms.

  8. Select the Edit Form Attributes pencil icon for the form to be saved as a pdf.

  9. Select View form history as pdf.

    image061.jpg

  10. Select Save.