Document Management

Document management is a key part of any recruitment software. evolve™ has some of the most powerful and flexible tools available, fully integrated with Microsoft Office®.

Whether it's editing and storing multiple copies of a Candidate's CV, a contract with a client, or just about any other type of document data you can think of, evolve™ has a fully integrated document management solution to meet you needs.

A powerful workflow-based document management system is integrated at every level of evolve. This allows users to create letters, contracts and labels from a wide range of datasets including clients, contacts, candidates, placements, vacancies and more.

Document Management and Workflow

You can merge single or multiple documents effortlessly, as well as save an entire mail merge back to individual records. A fully integrated history and activity tracking system allows you to see who has created documents and where they have been sent.

evolve™ is the only web-based solution to offer seamless real-time integration with Microsoft Word® and .doc format documents. It is also integrated with the ensure™ virtual file system, so templates can be published directly from evolve at global, branch, group or individual level.

A global document store means that you can attach standard documents from anywhere in the system, while hierarchical document storage allows for documents to be associated with each other. evolve™ Version 4 features upgraded document merging, including repetitive field templates.