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Updated Articles

  1. Next-Actions

    CDLSuite's Next-Actions allow you to inform your entire team of important actions that are scheduled and when they are to occur. You can track and share upcoming tasks and events related to a specific Lead, Applicant, or Hire. Next Actions are dis...
  2. Custom Form Builder

    The Custom Form Builder allows you to transition your current paper forms to online forms that can be completed and signed from any device. The forms can be built in minutes even if you have no design experience. ...
  3. Document Routing

    Document Routing is a CDLSuite option to automatically direct, place and monitor your employee files in one central location. This feature can be accessed under the Hires tab from your Profile Home Page. ...
  4. Application Status Sets

    CDLSuite offers several default applications status labels that you can apply to applicants as they move through the hiring process. You can sort the application set as needed to match your recruiting cycle and the flow of candidates. ...
  5. Category Links

    Category Links are application links that are associated with a keyword. Applicants who click on a Category Link are completing an application that is automatically associated with the keyword you selected. For example: https://www.cdlsuite.com/sa...
  6. Two-Way Texting

    CDLSuite's two-way texting module allows you to exchange SMS text messages with Leads, Applicants, and current employees. The feature offers multiple ways to send, receive, and view text messages . ...
  7. Direct Faxing

    The Direct Faxing feature allows you to fax past employer forms directly from an applicant's record to a specific former employer. As part of CDLSuite’s two-way texting and faxing communications module, the feature assigns each customer account a ...
  8. View Applicant Page

    The View Applicants page allows you to see your Leads , Applicants and Hires . You have the option to export them to a CSV file. In addition, you can create and manage Rollup Lists from this page. The View Applicants page can be accessed from yo...
  9. User Permissions

    Establishing User Permissions allows other users to access your account to view and change various documents, from applications to employment forms to Custom Reports.
  10. View Leads

    Leads are prospective candidates who have not yet completed a full application. A Lead record is created each time a prospective candidate completes a QuickApp. Alternatively, you can create a Lead record on behalf of a prospective candidate by clic...