See the ERAS Data Export Guide for instructions on exporting candidate files.
Please note: Candidate Profiles should be created (usually by importing a CSV or XLSX file) prior to importing candidate documents.
It is best to import documents in .PDF format. Formats such as Excel and Word documents will open the file in the corresponding application when selected by Evaluators instead of in a new browser tab.
Configuring Document Types
To configure document types, navigate to the ‘Settings’ tab.
Select the Candidate Settings -> ‘Document Types’ sub-tab.
You can add new document types, modify visibility, rename, and delete existing document types from this settings menu.
To delete a document type, click the red ‘Trash Can’ button.
To Hide a document type from Evaluators, click the green ‘Eyeball’ button. This will change the button to a red ‘Eyeball’ that is crossed out, indicating that the document is hidden.
To make a hidden document type visible to evaluators again, click the now red ‘Eyeball’ button. This will again change back to a green ‘Eyeball’ button, indicating that the document is visible.
To add a new document type, enter a new name into the ‘Add Document Type’ field, and click the green ‘Plus’ button.
Bulk Importing Candidate Documents
Note that Bulk Document Import is only available for files that are exported from ERAS or SF Match. The Files must *not* be renamed before uploading, as RezRATE utilizes the file name structure from these two platforms to match the files to your candidates.
To import candidate documents, navigate to the ‘Candidates’ tab and click the blue ‘Import Candidate Data’ button.
Click ‘Bulk Document Import’ from the left side of the screen. Please note that this is labeled ‘Step 2’. Candidate profiles must be created before uploading documents.
Select the document type that you wish to import from the ‘Select Document Type’ dropdown menu. If no document is currently selected, this will be highlighted in ‘Red’ indicating that it must be selected before files can be uploaded. This will present you with the types of documents that were configured in the section above called ‘Configure Document Types’.
You can click the drop area in order to browse your computer for the appropriate .PDF files, or you can drag and drop the files(or containing folder) into the drop area. Note that you must have the files in a folder, and not a .ZIP archive. If the files are in a .ZIP archive, you must first extract them to a folder.
Be sure to select the appropriate file type when uploading documents. A common mistake is accidentally overwriting one document type with a different document type. Should this happen, simply reupload the appropriate document with the appropriate document selected. RezRATE will overwrite the existing ‘incorrect’ document with the newly uploaded document.
Once the files are dropped/selected you will be presented with a screen similar to the one pictured below:
If any files you attempted to upload were unable to be matched to a candidate, they will show up in the red column to the left. All files that are successfully matched to a candidate show up in the green column to the right. The file name is displayed below the candidate’s name. This will allow you to spot check that the files are matched to the correct candidate.
If all of the documents are displayed in red, please ensure that you have imported your candidate profiles prior to importing candidate documents and that you have not renamed any of the files.
Once you have confirmed that the files should be imported to RezRATE, click the green ‘Import X Documents’ button (where ‘X’ is the number of documents to be uploaded) to complete the Bulk Document Upload.
The next screen will display the import status of each file.
Any file that encounters an issue during the import status will be displayed in orange at the top of the list for easiest visibility.
Manually Importing Candidate Documents
You are also able to import your candidate documents directly to the candidate’s profile.
This is necessary when not using ERAS or SF Match, and can be convenient when updating a small number of documents.
Navigate to the ‘Candidates’ tab.
Select the candidate you wish to upload documents for from the list on the left.
Click the ‘Documents’ tab on the candidate profile.
Drag and drop the appropriate document into the corresponding drop zone, or click to browse your computer for the file.
This can be repeated for additional document types and candidates.
Files can be dragged to the ‘Replace Document’ button or the button can be clicked to browse for a replacement file.
Related Support Documents: