Files column in pipeline page

• Default Off

• Self-service

This release introduces a Files column directly within the pipeline view, allowing users to view all files associated with a candidate in a single column. This significantly enhances accessibility by enabling you to see all critical candidate documents, such as resumes and other attachments, without needing to click into each individual profile. The column is designed to be easily accessible and visible, providing an immediate overview of a candidate's most relevant information.

To know more about this feature, see this video:

Users

Customer Admins, Recruiters

Value

• Previously, users had to click on a profile and navigate through different sections to access files, creating an inefficient workflow for reviewing candidate documents.

• The new ‘Files’ column enables users to see all associated files (Resume and others) listed in a single, dedicated column directly within the pipeline view. Users can hover over a file name to display the complete file in a popup preview and are also able to download the file directly from the preview. 

• With this enhancement, recruiters gain an immediate and comprehensive understanding of a candidate's background directly from the pipeline view. 

Impact on existing workflows

• The column currently shows only five attachments, based on the most recently updated files, even if more files are attached to a candidate's profile.

• The system is designed to prevent uploading of unsupported file types or files exceeding size limits, and such files should not be displayed in the pipeline.

• The file column is designed to be responsive across different screen sizes (desktop, tablet, mobile), with file names truncated appropriately on smaller screens.

• If the files/attachments are hidden for a role in ‘profile_display_config’, it wouldn't automatically hide files on pipeline.

Initial setup

For information on configuring this feature, read Configure the files column for pipeline pages. You can also see this configuration video: