Add the document information as a column when exporting candidate data. The exports show if a candidate has submitted a certain document. You can export single and multiple campaigns within a time range from the Leads tab or a single campaign on the Campaigns tab or the Custom export (bulk action menu). Click here to learn more about exports and different ways to export.

How it works

✅ Step 1: Navigate to the “Export” button in the upper right corner of the Leads tab. When you click the "Export" button, you will be taken to the Export Data screen.

✅ Step 2: Click on the Select Campaigns menu to select your desired campaign.

Note: If none of the campaigns are selected, all the campaigns will be chosen as the default choices.

✅ Step 3: Choose a “Date Range” You may either write the dates down or use the calendar to navigate.

✅ Step 4: Scroll down and choose the data columns you want. You can pick several data columns by holding "Ctrl or Command" and clicking on the data columns you desire, then clicking the “>” button.

✅ Step 5: To get the documents data in export, select the “Documents” button present in the data columns.

Note: You can also use the “>>” button to relocate most of the data columns at once. Also, you can select them by double-clicking on the options for data columns.

✅ Step 6: Finally, press the “Download” button.

The data from the document will be included in the export after it has been downloaded. The resulting file will contain the candidate name and the document type displayed in separate columns in the excel file. The exports will include counts, i.e., 1,2,3, etc., as an indicator for the document present for the particular candidate.

Pro-tip:

As a part of the prescreening questions, you can ask the candidates for the necessary documentation by creating document templates that map candidate submissions to the correct document type. Click here to learn more.

Remember to enable pop-ups coming from Talkpush to allow automatic downloads of the CSV document export.


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