Smart Document Tracking
Store, track and manage compliance documents with confidence.
Centralised document storage
Each candidate, client, contact and vacancy record includes its own dedicated document area, keeping all files organised in one place. Upload CVs, contracts, compliance certificates and more, with a generous 20GB of storage included as standard. Documents are securely stored and easy to view, manage and track whenever needed.
Compliance & expiry tracking
Stay on top of compliance by setting expiry dates for important documents such as right-to-work checks, licences and certifications. Set a reminder threshold of 30, 60 or 90 days, giving you plenty of time to request renewals and avoid last-minute compliance issues.
Document expiry reminders
Automated reminders help your team stay proactive. When a document approaches its expiry date, a task is automatically created for the managing consultant, and optional email reminders can be sent to the candidate or contact. This reduces manual follow-up and keeps compliance up to date.
Generate agency CVs
Create branded Agency CVs directly from a candidate record, ready to send to clients. Your formatted version is stored alongside the original CV, ensuring a professional presentation every time.