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Settings

Settings Overview
Shortlist gives you the opportunity to customize many aspects of your platform! Read below to learn more. This article gives you an overview of the se...
Tue, 29 Dec, 2020 at 10:23 AM
Account and Personal Settings
Create and adjust your Shortlist settings. There are two types of settings - personal which an be set by each team member, and company settings that need to...
Tue, 12 Jan, 2021 at 10:20 AM
Inviting and Removing Team Members in Shortlist
Easily add your colleagues to help manage your external workforce! Collaborating on talent acquisition processes and project assignments is easy in Shortlis...
Wed, 11 Nov, 2020 at 11:29 AM
User Permissions & Access
Help your team focus on only what they need by adjusting user permissions and access levels. Shortlist gives you the flexibility to set module permissions b...
Wed, 31 Mar, 2021 at 9:16 AM
Teams & Dashboards
Dashboards allow you to tailor your welcome screen for internal team users. This simple page will direct them to specific platform actions that are relevant...
Thu, 12 Nov, 2020 at 7:46 AM
Public Portals
Source great talent with your public facing opportunity portal! Customize your public portal to display open opportunities, projects and job openings, in or...
Wed, 20 Jan, 2021 at 3:52 AM
Custom Field Templates
Custom Field templates allow you to create a template that you will be able to use for new opportunities. This will allow you to create a set of custom fiel...
Fri, 13 Nov, 2020 at 6:14 AM
Custom Rates
Create new custom rates to ensure the cost for each talent and project is tracked correctly. Shortlist allows users to create new rates (edit the name of an...
Fri, 13 Nov, 2020 at 6:33 AM
Invoice Forwarding
You can automatically notify someone in your organization of a change in invoice status. This means no more emails back and forth or missed payment deadline...
Fri, 13 Nov, 2020 at 6:42 AM
Adding New Template Agreements & Forms
Automatically gather signatures on necessary agreements and forms with agreement templates!  When you send your talent agreements in Shortlist, they are ele...
Fri, 5 Mar, 2021 at 11:35 AM