Configure the Candidate Offer Document Type

Letter Management Guide

Configure the Candidate Offer Document Type

To use the offer documents functionality, you need to configure the system Candidate Offer document type in Documents > Admin > Document Types. This document type controls the ability for users to do the following:

  • Upload and manage documents in Recruiting Setup > Offer Documents.
  • Attach documents of this type to letter templates in the Templates tab of Letter Management > Template.

Candidates must also have access to this document type to be able to download documents that are attached to the offer letter.

Note: Document types are used in Dayforce to define key information about documents, such as which area of the system the document is used, which file formats are supported, and who can access the document. For more information on configuring document types, see "Configure Document Management" in the Document Management Guide.

Configuring these document types involves the following: