Skip to main content

Creating a new applicant

Gav Willis avatar
Written by Gav Willis
Updated over 5 years ago

To add a new applicant record, first go to the applicant list and select Create.

In the window that opens, enter the Forename and Surname for the applicant.

After this, the following options are available:

  • Save – This will save the applicant and take you to a window where you can add further details. This window is explained below.

  • Save and View Summary – This will save the applicant and take you to the Applicant Summary page.

  • Save and Close – This will save the applicant and return you to the Applicant List.

  • Cancel – This will discard the applicant without saving.

If you have selected Save, you can enter further applicant details in the Edit Applicant window. Once you have added the necessary details, select Save to return to the Applicant Summary.

For more information, take a look at the full help page for Creating a New Applicant.

Keywords: Applicants, New Applicant Record, New Application, Applicant Signup

Did this answer your question?