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Document requests and one-time links

Use document requests and one-time links to collect missing compliance documents from a candidate.

Request documents​

On a candidate record:

  1. Open the Compliance tab.
  2. Select Request Documents.
  3. Choose the documents to request.
  4. Continue to the email step where available.

The request flow can include:

  • document filter
  • select all
  • selected document count
  • next step to compose email

Use Send via One-Time Link when the candidate needs to upload selected documents without using the full candidate portal.

The flow can include:

  • document selection
  • selected document count
  • next step to send the link

Before sending​

Check:

  • the candidate record
  • the selected documents
  • the contact details
  • whether the candidate should receive a portal invite or a one-time link
  • your agency's compliance process
External communication

Document requests and one-time links may send information outside RecSphere. Confirm the recipient and content before continuing.

  • Candidate Compliance
  • Candidate Documents
  • Compliance Overview