Once you've given necessary roles access to the Candidate Offer document type, you can start uploading documents to the system. You must upload offer letter documents using the Offer Documents feature of Recruiting Setup, which is a dedicated feature for managing offer documents.
In this feature, you can click a file name to download any file that's already been uploaded.
Note: Offer documents can only be uploaded in the Offer Documents feature of Recruiting Setup; they cannot be uploaded in the Document Explorer feature of Documents. Further, these documents aren't included in disc space calculations.
Note the following about granting access to the Offer Documents feature:
- To enable this feature, select the Recruiting Setup > Offer Documents role feature in the Features tab of System Admin > Roles.
- To upload, and otherwise manage, offer documents in Offer Documents, your role must have Create, Read, Update, and Delete access to the Offer Document document type.
- If you have only Read access, you can still access offer documents, but you can't upload or delete them. Moreover, if you don't have Read access, you won't see any offer documents in either of these features. In this case, the Offer Documents feature displays the following message:
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Upload Documents
To upload documents:
- Go to Recruiting Setup > Offer Documents.
- Click Add. The Add Offer Document(s) dialog box opens.
- Click Add File and select the files you want to upload.
- Click Upload.
Delete Offer Documents
You can delete offer letter documents in Offer Documents any time, including documents other users uploaded.
If a recruiter has already attached a document to an offer letter in Recruiting, and you delete the document from the system, it remains attached and available for the particular offer letter. However, it isn't available to attach to other offers going forward.
When you select a file and click Delete, the system displays a message to communicate the above behavior.