How do I request documents from a Candidate?

Within CentricFlow you have the ability to request documents from a Candidate, which will then allow the candidate to login and supply the files.

To request a document from a candidate simply do the following:

  • Login to CentricFlow and browse to Candidates -> List Candidates
  • Select the Candidate from the list.
  • Select Compliance from the Candidate profile.
  • Click Request Documents.
  • When you click Request Documents the following popup will show:
  • Complete the popup by selecting the Send Email As, this is account that the email will be send from. At this stage, you can define your own Subject and Message.
  • When you have completed the form, click Send.

The Candidate will receive the below email, where they will be provided a login to securely provide the files.

Once the Candidate has uploaded the file, you will receive an email to let you know so you can start your verification process.