User Guide

First Look

• Start Exploring RBox

Getting Started: User

• Introduction
• Import External Data
• Setting Up & Using PSAN Outlook Add-in
• Setting Up & Using PSAN Chrome Add-in
• Working with Candidates
• Setting up Client/Business Relationships

See all 14 articles

Getting Started: Team Manager

• Automatic Reports

Email Communication

• How to Use Suggestion List in Address-box Field in Email Compose Sheet

Files

• Basics

Notes

• Basics

Contacts

• Basics
• New/Edit Contact
• Managing Contacts

Vendors

• Basics
• New/Edit Vendor
• Managing Vendors

Clients

• Basics
• New/Edit Client
• Managing Clients

Favorites

• Introduction

User Interface

• Introduction
• SPanels

Workbench

• Introduction
• Data Views
• Export Data

Import XLS and CSV Data

• Importing Recruiting Data: Introduction
• Import Candidate Data from Excel/CSV Files
• Import Contacts from Excel/CSV Files
• Import Clients from Excel/CSV Files
• Import Vendors from Excel/CSV Files

Candidates (Public)

• Introduction
• New/Edit Candidate
• Resume Import
• Candidate Management
• Flagging
• Collections

See all 10 articles

Candidates (Private)

• Basic Concepts
• New/Edit Candidate
• Resume Import
• Candidate Management
• Candidate Deletion
• Collections

See all 10 articles

Candidate Leads

• Candidate Leads
• Candidate Leads: How do I

Microsoft Outlook Addin

• Introduction
• Configuring the Outlook Addin
• Import / Transfer Resumes

Google Chrome Addin

• Introduction
• Configuration
• Basic Sourcing
• Advanced Sourcing
• How to Setup and Configure the PSAN Chrome Extension

Candidate Search

• Basics
• Basic Search
• Search Agents
• Advanced Search

Email Client Tool

• Email Client Tool
• Actions on Messages
• Auto Replies
• Message Processing Rules
• Message Processing Specs

Communication History

• Introduction
• Communication History

Mass Mail

• Manual Mass Mail
• Setting up Automatic Mass Mail
• Managing Automatic Mass Mail

Email Data Viewers

• Introduction

Tasks and Notifications

• Introduction
• Tasks & Notifications

Team Activity

• Introduction
• Candidate Management

Assessments

• Introduction
• Assessments Module
• Adding Assessments
• Question Formats
• Points and Scoring
• Time and Submission Management

User Configuration

• Introduction
• Email Templates
• Email Configuration
• Time zone and Display
• SMS Templates
• Candidate Locking

See all 7 articles

User Interface Customization

• Introduction
• Navigator Customization
• List View Customization
• Detail Screen Customization

RBox Mobile App

• Using RBox Mobile App
• How to install RBox Mobile App