Overview

• iCIMS Connect (Legacy CRM) 
• iCIMS Applicant Tracking (ATS)
• iCIMS Offer Management
• iCIMS Onboarding 

Users with appropriate permissions can upload and attach documents from their own computers or attach system documents (e.g., from the File Library or profiles) to emails composed within the iCIMS system.

Uploading an Attachment to an Email

The steps below describe composing an email from the Job profile People tab. Emails can also be composed from various profiles in the system and by selecting Communicate > Compose Email from the menu bar. The steps for uploading attachments are similar for all emails sent from the system. 

For more information about composing emails within the iCIMS system, please see the Composing Emails Knowledge Base article.

1. Navigate to the applicable Job profile.
2. Click the People tab, then click the By Status grouping option.
3. Expand the bins and statuses to locate and select the checkbox beside the applicable candidate(s).
   • Tip: Users can select the checkbox beside entire bins or statuses to select multiple candidates at once, or select multiple candidates manually. 
4. Click the More Actions menu, available at the bottom right of the People tab. Then, select Email. The Compose Email window displays.
5. Locate the drag and drop area below the email message, which allows one or more files to be uploaded to the email.

2. Drag and drop your file(s), or click in the drag and drop area to upload the file(s).
3. Check the Upload to File Library checkbox. Then, click Upload.

• Tip: When Upload to File Library is not checked, the user can click Upload to attach files via this window without adding them to the file library.

4. Review the file library to ensure that a checkmark appears beside any uploaded file(s) that should be attached to the email. Then, click Add Attachment(s) to add these attachments to the email.
5. Review files currently attached to the message. Continue composing your email as described in the Composing Emails Knowledge Base article. Click Send to send the email.

Attaching System Documents When Composing an Email

Users can attach File Library and profile documents (such as profile attachments and resumes) when composing emails.

The steps below describe composing an email from the Job profile People tab. Emails can also be composed from various profiles in the system and by selecting Communicate > Compose Email from the menu bar. The steps for uploading attachments are similar for all emails sent from the system.

Note: The steps below describe creating an email from the Compose Email menu item; an email can also be sent in many other ways (e.g., sharing a profile by email, creating an email from search results, etc.).

1. Navigate to the applicable Job profile.
2. Click the People tab, then click the By Status grouping option.
3. Expand the bins and statuses to locate and select the checkbox beside the applicable candidate(s).

• Tip: Users can select the checkbox beside entire bins or statuses to select multiple candidates at once, or select multiple candidates manually.

4. Click the More Actions menu, available at the bottom right of the People tab. Then, select Email. The Compose Email window displays.
5. Click the Add from File Library icon to add a new File Library attachment to the email. The Attachments window displays.
6. Locate the applicable file(s) in the list; users have the option of typing to search the attachment name or filtering by category. (Review the tip below for more information.)
7. Select the checkbox beside the applicable file(s) and click the Add Attachment(s) button to add the file(s) as an attachment to the email.
8. Review the newly-added attachments, which are visible in the drag and drop area within the Compose Email widow. Continue composing your email as described in the Composing Emails Knowledge Base article. Click Send to send the email.

• All: Displays all attachments regardless of category, including uploaded attachments that are not in the file library.
• Currently Selected Attachments: Displays all attachments that the user has selected to include in their email. This includes all uploaded attachments that are not in the file library.
• File Library: Displays all items in the file library. An alternative way to access the file library is via the menu path Library > File.
• Person Screening Question: Displays all completed and available Person Screening Questions, including screening questions that are completed by the recipient or associated person (person being shared).
• Job Screening Question: Displays all completed and available Job Screening Questions, including screening questions that are completed by the recipient or associated person (person being shared).
• iForm: Displays complete, incomplete, requested, or in-progress iForms available for attachment, including iForms that relate to profiles or workflows selected (Person, Job, Workflow, etc.)
• Job: Displays all items attached to the Job(s) that the user is sharing when the Compose Email window is launched from a Job profile, Job search, or Recruiting Workflow search.
• Person: Displays all items attached to the Person(s) that the user is sharing when the Compose Email window is launched from a Person profile, Person search, or a Recruiting Workflow search. This includes all resumes.
• Company: Displays all items attached to the Company (or Companies) that the user is sharing when the Compose Email window is launched from a Location profile, Location search, or a Recruiting Workflow search.
• Uploaded: Displays all files that the user uploaded to the Email Attachments window during that session. This does not include files that were uploaded with the Upload to File Library box checked. These files are only be available under the File Library category.

 

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Additional Resources: Working with Email

The iCIMS Knowledge Base includes additional resources on working with email and email templates. Click here to access related resources.