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Last Updated: 08/29/2026
in Quick Reference
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...
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Last Updated: 08/29/2026
in Quick Reference
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. ...
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Last Updated: 08/29/2026
in Quick Reference
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. ...
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Last Updated: 08/29/2026
in Quick Reference
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. ...
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Last Updated: 08/29/2026
in Quick Reference
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...
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Last Updated: 08/29/2026
in Quick Reference
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 . ...
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Last Updated: 08/29/2026
in Quick Reference
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 ...
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Last Updated: 08/29/2026
in Quick Reference
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...
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Last Updated: 08/29/2026
in Quick Reference
Establishing User Permissions allows other users to access your account to view and change various documents, from applications to employment forms to Custom Reports.
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Last Updated: 08/29/2026
in Quick Reference
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...