29th January 2026 Onboarding Release Notes

New Features 

1. Assign a Template to a Candidate

On a candidate record, you can now choose to assign a template of documents to request from them.

To do this:

1. Go to the Request documents tab on a candidate record

2. Select 'Assign Template'

3. Choose your template(s)

4. Click 'Assign Template'
5. Review the documents and unselect any you don't need
6. Press 'Next'
7. Review the documents and check any others you require from the full list

8. Press 'Request documents'