Document Sub‑Navigation in Direct Hire (DHM)

This enhancement introduces a new Document sub navigation within the Direct Hire detail page under the Other section in Zenople by Aqore.
The feature centralizes all documents linked to a specific Direct Hire record, including those uploaded manually and those automatically added from the Contact Portal during Direct Hire Job creation.

This improvement ensures:

• Better document visibility and organization
• Increased accuracy through categorized and status based document handling
• Streamlined user workflows with consolidated document operations

Clients benefit through improved efficiency, easier compliance tracking, and more consistent document management across the Direct Hire workflow.

Functionality

Where It Appears

• Located under Other → Document within the Direct Hire (DHM) module.
• Displays only documents associated with the currently viewed Direct Hire record.

Key Features

• Document Display Modes
  • Active: Shows documents with Status = Active
  • All: Shows Active + Discarded documents
• Available Actions
  • Add
  • Discard
  • Download
  • Edit
  • Email
  • Refresh
• Grid View
  • Only Grid View is supported (Card View removed).
  • Columns are sortable, filterable, and customizable via column selector.
  • Save as Excel exports only visible rows based on current filters.
• Grid Columns
  • Checkbox
  • Eye View
  • Document Type
  • Document Name
  • Company
  • Note
  • Insert Date
  • Status
  • Issuing Authority
  • Document Number
  • Document Date
  • Valid Until
  • Issue Date
  • Verified Date
  • Created By
  • Only Document Types relevant to Direct Hire Job are displayed.
• Add/Edit Form Fields
  • For all Document Types
    • Document Type
    • Document Name
    • Company
    • Note
    • Status (Edit)
  • For Document Type = License
    • Issuing Authority
    • Document Number
    • Document Date
    • Valid Until
    • Issue Date
    • Verified Date
• Documents uploaded via Contact Portal → Add DH Job automatically appear in the Document navigation.
• File Format Limitation: Determined by Tenant Option Property:
  • Entity: Tenant
  • Option: Direct Hire Job
  • Option Property: File Format
  • Default: All file types that are supported by Zenople.
• Document Size Limitation: Determined by Tenant Option Property:
  • Entity: Tenant
  • Option: Direct Hire Job
  • Option Property: File Document Size
  • Default: 5 MB
• Role Setup: The feature is included under ATM → Role.
• New List Item: A new Relates To = Direct Hire option is added for Document Type list items.