Removing a Document from a Packet

Steps

  1. Navigate to the Onboarding tab.



  2. Select the Packets tab.



  3. Search for and choose the packet you want to update.
    • You can use the Filter Packets... search to quickly find the packet.

  4. In the packet editor, select next to each document you wish to remove.
    • Your changes won't be processed until you press Update.
    • You can undo the selection by pressing .

  5. Select to confirm the removal.
  6. If you have sent the packet to someone prior to removing the document(s), you will receive a notification asking how you would like to proceed:
    • No - the documents will not be removed from the candidates that received them previously.
    • Yes - the documents will be removed from the candidates that have already received them.
  7. If a candidate has a removed document in progress, you can choose whether or not to notify them of the change.
  8. Select Save to confirm your change.



Next Steps