When emailing candidates, there may be one or multiple documents you want to send them on the email. There are several ways to attach documents to outgoing emails, including:

1. Adding the attachments in the send email window: As you are editing the email to go out to candidates, you can browse files on your computer and attach them.

2. Adding attachments to the email template: You can preload attachments on the email template to send out whenever the candidate receives that email

3. Adding a folder of attachments to the email template: You can predefine a package or folder of files and when emailing the candidate from your candidate list you can select which folder of files you want to send out to them

All of this is explained in this documentation page. Click the links in the list above to jump directly to the section of our documentation where we cover that topic.

Adding the attachments in the send email window

There are several ways to send out an email within TimeTap. The send email window will appear if you select to email a candidate from the candidate list or a candidate's profile. It will show if you save an appointment or make changes to an appointment. Regardless of where you are when the send email window appears, you'll always see the option beneath the body of text in the send email window to choose a file or browse your computer for files to attach to the outgoing email:

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After clicking the button and browsing your computer for the files you want to attach, you'll see them upload to the send email window:

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If you want to remove any files (maybe you uploaded them accidentally), just click the "x" icon to the right of the file name:

Once you're done adding attachments, click the button to "Send Email". When the candidate receives the email, the documents will be attached to the email for them to download:

Adding attachments to the email template

If there are attachments you know you want to send out every time a certain type of email is sent, you preload the attachments by adding them to the template itself.

First, navigate to the template profile of the template you want to preload the attachments for. On the template profile, find the "Template" section and click "Edit" in the top right:

At the bottom of the template section, you'll see the option to add attachments. Click the button to browse your computer and choose which attachments you want to preload for the template:

Once you've added the attachments, you'll see them appear in a bullet list beneath the attachments field:

If at any point you need to remove an attachment, you can always come back to this template in edit mode and click the "x" icon to the right of the template name to remove the file:

Once you're done adding attachments, click the "Save" button in the top right to commit the changes:

Now, whenever you send this email template out, you'll see the attachments get preloaded to the outgoing email:

If you need to remove an attachment that is preloaded before it goes out, simply click the "X" icon on the send email window.

Adding a folder of attachments to the email template

When emailing candidates directly from either the candidate list or the candidates profile, you'll see the option to add a folder of attachment files to the outgoing email. This section of our documentation will cover how to add in those folders and then how to choose a folder on sending out an email.

First, to add in a folder, click on Messaging > Attachments / File Library and click the button to "Add to File Library":

On the pop up window, toggle to "Add a Folder":

Provide a name for your folder and click "Add Folder":

Once the folder is added into your Attachments / File Library view, you can click the grey upload button next to it to:

Choose the files that you want to add:

Once the files have been uploaded, click the green "Add File" button:

You'll now be able to see these files in this folder if you expand the folder:

When you go to the candidate list or a candidates profile to send an email, you'll see the folder appear in the "Attachment Folders" dropdown:

Select the folder you want to attach based on the template you're sending out and click the green button to "Select Template". You'll see on the send email window that the files from that folder will appear on the template automatically: