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Manage your TD (Technical Data files)

No more heavy attachments and manual handling: easily edit and share your candidates' and resources' technical data files via an online link.

Written by Charlie Troccaz
Updated over 3 weeks ago

Manage the TDs of your candidates and resources

Your TDs are accessible and editable from the TDs tab of your candidates and resources.

From this tab, you can:

  • view existing TDs

  • edit them

  • preview them

  • download them in PDF format

  • send them via a link by email to your contacts


Edit the TD

You can edit all the information on your TD according to your needs and the requirements of your prospects.

Candidate/Resource > TDs tab

The TD is found in the TDs tab of candidate and resource cards. It is populated when creating your candidates by parsing the resume or the LinkedIn plugin, and it can be edited as needed.


Add one or more TDs

Prerequisite:

Depending on your Boond subscription plan, you can also:

  • ask our AI to write a profile summary

  • create multiple TDs

To create a new TD while keeping the history of previous TDs created, simply click "Add a new technical data file" at the top left of the TD:

You can, thanks to the "bookmark" icon, set your reference TD.

The reference TD will notably be:

  • the TD viewable from the "Overview" tab of the candidate or resource card

  • the TD that will be editable by your resource if you authorize it


Preview your TD

We provide a default TD template that you can preview very easily thanks to the preview icon at the top right of the TD.


Check the layout

This is an anonymized TD (initials only) that includes the information from your candidate's or resource's TD as well as the main manager contact from their card.

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Generate the TD link to share with your contacts

Information to check

The TD layout is automatic and includes the information (experiences, tools, activity areas, etc.) contained in the existing TD tab. Be sure to check the information in this tab before generating the link and edit them as needed.

To generate the link for a technical data file, nothing could be simpler!
First, go to the Candidate or Resource card and click on the TD tab.

  • Then click on the share icon at the top right of the TD

  • A pop-up opens: confirm by clicking "Generate a public link" to see the link and send it in one click by email


FAQ

Can I send this link to a contact?

Absolutely! When you click the "Share" button, you can then click the envelope to trigger Emailing. In the new window, you can, as usual, select the contact(s) to whom you want to send the TD, then add a subject, use a template, or write directly.
And on the side, you can copy-paste the TD link to include it in your email.

GifMindeeShort.gif

How do I delete a TD link?

Just click the bin icon next to the link in the relevant TD. The link then becomes inactive immediately.

Is the link secure?

Yes. The link is view-only, with no editing possible. It contains no complete nominative data.

We hope this article was helpful and we strongly invite you to let us know by voting just below.

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