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Training Guides

  • CV Text Search (Boolean)

    Your Influence Professional software has a very powerful CV text search facility (although it is not activated on all systems #1) which allows you to search through the actual text of CVs within Influ...

  • Attach a *.pdf file to an SMS (text) Message

    After version 1.00.18.100 it is possible to attach a file (*.pdf only) to an SMS message. When received the text message will contain a LINK to allow the recipient to download the attached file onto t...

  • Sending SMS Text Messages

    Select a record (e.g. Candidate/Contact) and click on their mobile number to open the Journal entry page.   Create your message by typing the subject/body of the message and ensure that the Method is ...

  • Influence Cloud Direct - Updating Documents

    Influence Cloud Direct - Updating Documents   For databases, which are hosted on Influence Cloud Direct, edited documents will need to be re-synced to the server. Open the document as usual and make t...

  • Compliance - Overview (Start Here)

    Compliance Overview The Influence Professional database includes a compliance system, which allows you to record details of various items and documents which are required before allowing candidates to...

  • Compliance Workbench

    Compliance Workbench The Compliance workbench is a part of the system which allows users to check/find candidates based upon their compliance items. Once a list of candidates has been found it is poss...

  • BOOKINGS Workbench - Summary Style

    Summary View Use the Style filter to select Summary In this version the system displays actual bookings in Blue and it is possible to display either the Hours, the Start Time  or Margin. After version...

  • Essential Knowledge - Basic User Guide

    Attached is the Essential Knowledge Guide. This is a basic user guide and explains how to use the basic functions of the Influence Professional database.After reading the guide users should be able to...

  • Attribute Setup (coding V2.00) - User Guide download

    Downloadable Guide to Attribute setup (Attributes - Coding v2.0)Please download the attached word document - see below for contents. Contents 1.          Attribute Setup (Coding Version 2.00) Attribut...

  • System Admin - User Guide

    Attached is a document explaining various aspects of system admin. In order to follow many of the examples in this guide your UserID for the Influence Professional database needs to be setup with suff...