Creating Custom Instructions for a Tab

Before you start

Configuration > [Recruiting] Administration > User-Defined Files

Here's what to do

  1. Click a user-defined file.
  2. In the Tab Label Management section, click Show.
  3. Click on a tab.
  4. Click Edit next to Properties.
  5. In the Description field, enter custom instructions.
    The Description field supports 4000 text based characters.
  6. Format instructions if desired.
  7. Click Save.

Results:

Instructions are only viewable by Recruiting Center users when they are in edit mode within a file. The instructions appear underneath the tab header to assist users in understanding what they need to do in the History, Referral and Attachments tabs of a file.