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How can I add internal comments/notes and files to a dossier?

Find out how to add, edit and delete internal comments and files in a ‘dossier’.

Written by Raphael Mösch

This ensures that all your team members are kept up to date and have all the necessary information at their disposal.

Requirement

  • Recruiter rights (authorization to contribute to the process / dossiers)

Enter an internal note

  1. Open the desired dossier using the search function in “Cockpit” or via ‘Jobs’.

  2. Select the appropriate process step.

  3. Click “Internal Note”.

  4. Create the desired note and save it by clicking “Create Note”.

The note will then appear under “Communication” and will be visible to all authorized recruiters for the job.

Edit or delete a note: Click the three dots next to the entry and select the desired action.

Add a New File as an Attachment

  1. Open the desired dossier and the corresponding process step.

  2. Click “Upload | Drag & Drop” and select the file or drag it directly into the field.

The uploaded file appears under “Communication” and is visible to all authorized recruiters.

Rename, move, or delete an attachment: Click the three dots next to the relevant entry and select the desired action.

View internal notes in the dossier overview

In the dossier overview, hover your mouse over the process step icon to view the stored internal notes.

Release Internal Notes and Attachments to Raters

Internal notes and attachments can be released to raters as needed.

Release Internal Notes and Attachments

  1. In the dossier, under “Communication”, click the three dots next to the desired note or attachment.

  2. “Release for raters”.

The released information will then be visible to authorized raters in the shared communication section.

Release: You can release the information at any time by clicking the three dots.

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