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Training Guides

  • CV Text Search (Boolean)

    Your Influence Professional software has a very powerful CV text search facility (although it is not activated on all systems #1) which allows you to search through the text of CVs within Influence. T...

  • How to Use, Send & Receive SMS messages in Influence

    This article is designed to cover details of how to use the SMS integration from within Influence. If your system does not have SMS or you have not purchased the feature, then please call our sales te...

  • Influence Cloud Direct - Updating Documents

    For databases, which are hosted on Influence Cloud Direct, edited documents will need to be re-synced to the server. Open the document as usual and make the required changes. Once the changes have bee...

  • Compliance - Overview (Start Here)

    The Influence Professional database includes a compliance system, which allows you to record details of various items and documents which are required before allowing candidates to work. Examples incl...

  • Compliance Workbench

    The Compliance workbench is a part of the system which allows users to check/find candidates based upon their compliance items. Once a list of candidates has been found it is possible to pass all thes...

  • Essential Knowledge - Basic User Guide

    Attached is the Essential Knowledge Guide. This is a basic user guide and explains how to use the basic functions of the Influence Professional database.After reading the guide users should be able to...

  • Attribute Setup (coding V2.00) - User Guide download

    Downloadable Guide to Attribute setup (Attributes - Coding v2.0)Please download the attached word document - see below for contents. Contents 1.          Attribute Setup (Coding Version 2.00) Attribut...

  • System Admin - User Guide

    Attached is a document explaining various aspects of system admin. In order to follow many of the examples in this guide your UserID for the Influence Professional database needs to be setup with suff...

  • Task & Diary Management - Overview

    Attached to this article is a document explaining the use of the Influence Professional diary system and the creation and management of TASKS within the Influence Professional database. Custom Subject...

  • Searching - Overview

    Searching - System Overview. The attached document gives details of the search system within your Influence Professional database.It explains how you can use the search system to find candidate record...