This article is for administrators.
Candidate and document folders help you organize candidate records and recruiting documents in the Recruiting platform. You use folders to group related information, improve access to saved content, and keep recruiting materials organized.
What this feature does
Folders provide a way to organize and store recruiting information outside of individual job postings or candidate records.
With folders, you can:
- Save candidate records for future hiring needs.
- Group candidates by skills, experience, location, or other business criteria.
- Store recruiting documents in a central document library.
- Create subfolders to organize candidates and documents into smaller categories.
- Share subfolders with other users when collaboration is required.
How it works
Recruiting includes 2 main folder types:
- Candidates store candidate records that you want to save and organize.
- Documents store recruiting-related files and reference materials.
Folders are organized in a hierarchy. You create subfolders under a parent folder to separate content into categories that match your recruiting needs.
Access Candidate and Document Folders
- Go to People > Hiring > Applicant Tracking to open the Recruiting platform.
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Select Folders.
- Review the available folders:
- Candidates: Drag and drop candidate records into this folder.
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Documents: Upload DOC, DOCX, XLS, XLSX, PPT, PPTX, CSV, HTML, PDF, RTF, and TXT files.
Add a candidate to candidates folder
- From the Recruiting platform, select and drag the candidate's name from the Candidate Search results or from the candidate profile.
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Drop the candidate into the Candidate Bookmarks folder.
Upload a document
- From the Recruiting platform, hover over the Documents folder or a document subfolder.
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Select the Upload icon.
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In the file upload window, select the file you want to upload.
Add a subfolder
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Hover over a Folder and select the new (+) icon. The Create Folder pane opens.
- The parent folder will populate. Enter the new Folder Name.
- Select the Folder Sharing setting.
- Do not share (Private): This folder is just for you.
- Share with all Admin and Staffing users.
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Share with specific users: You pick who has access
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Select Save.
Important considerations
- Only subfolders can be shared with other users.
- The main Candidates folder cannot be shared.
- The main Documents folder cannot be shared.
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Candidate records remain in folders until they are manually removed (trash can icon).
- Removing a candidate from a folder does not change the candidate's recruiting status, remove the candidate's profile or activity history.
- Folder organization is independent of job requisitions and hiring workflows.
- There is no version control when sharing documents.
Relevant articles
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- how do i use candidate and document folders in recruiting
- candidate bookmarks
- candidate folders
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- recruiting documents
- document library
- share folders
- bookmark candidates
Updated: September 1st, 2026 7351 views 0 likes
*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.