Skip to content
Log inSign up
Templates
Create dated document record from new email attachments

Create dated document record from new email attachments

Your onboarding attachments arrive in email unfiled and leave candidate records incomplete. Coordinators get dated file links so they can finish checks same day.

Create dated document record from new email attachments

Overview

When offer letters and onboarding documents arrive in email, candidate records often remain incomplete and processes stall. This workflow captures attachments and sender context, creating dated records so recruiting coordinators can finish onboarding checks same day.

Create dated document record from new email attachments