This article explains how to create, rename, delete, and deactivate attachment folders within Recruitment Manager. Attachment folders help organise documents in Parent, Client, Cost Centre, Candidate, and Job Order records.

📌 Note: You can configure labelled folders that display to users when they attach documents.

Create an Attachment Folder

Go to Maintenance, then click Attachments.
The Attachment Maintenance screen opens.
In the left-hand Select Attachment Category panel, click the parent or sub-folder required.
Click Add, you will see a new folder label field appears in the right-hand Attachment Folder panel.
Enter the name of the new folder, then press Enter.
The folder is saved and displayed in the Attachment Folder panel and under the parent folder in the Select Attachment Category panel.

Manage an Existing Attachment Folder

Rename an Attachment Folder

Go to Maintenance, then click Attachments.
In the Select Attachment Category panel, click the folder you wish to rename.
The folder and its child folders appear in the Attachment Folder panel.
In the Attachment Folder panel, right-click the folder and select Rename.
Enter the new folder name and click OK.

Delete an Attachment Folder

📌 Note: You can only delete folders that have no attachments assigned.

Primary parent folders such as Parent, Client, or Job cannot be deleted.

To delete an attachment folder:

Go to Maintenance, then click Attachments.
The Attachment Maintenance screen opens.
In the Select Attachment Category panel, click the folder you wish to delete.
The folder and its child folders appear in the Attachment Folder panel.
In the Attachment Folder panel, right-click the folder and select Delete.
The system validates whether the folder is in use.
- If in use, a hard warning displays.
- If not in use, a confirmation message displays.
Click OK.

Make an Attachment Folder Inactive

📌 Note: When a folder is inactive, it can no longer be selected when attaching documents.

To make an Attachment Folder Inactive:

Go to Maintenance, then click Attachments.
In the Select Attachment Category panel, click the folder you wish to make inactive.
In the Attachment Folder panel, right-click the folder and select Make Inactive.
The system validates if the folder is in use.
- If in use, a soft warning displays.
Click OK.
The folder is set to inactive and displays as inactive in the Attachment Category panel.

Audit

This is where a user has added, modified or deleted items within Parent, Client, Cost Centre, Contact, Job Order, Candidate and User records the system logs details of the event.

These details are displayed within each record in an ‘Audit Trail’ list.

The Search Audit maintenance item provides you with the ability to search and find items specific to a user, a record or record type, or and event type.

📌 Note: Due to the large volumes of data, the date range criterion cannot be greater than two weeks.

💡 Best Practices

Use clear and consistent folder names for easier navigation.
Regularly review inactive folders to maintain a clean and organised structure.
Avoid deleting folders unless absolutely necessary to preserve attachment history.