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Popular Articles

  1. Manage Past Employer Fields

    To help improve the efficiency of your application process CDLSuite offers two convenient ways to manage the input of Past Employer data by applicants. 1. Make Address and Phone Number fields in the Past Employer section of the application "Requi...
  2. How to Change Application Status Set Labels

    When you establish your Profile, CDLSuite gives you a default set of comprehensive application status set labels. You can use all, some or none of them as you choose. But sometimes, our customers want to create labels to more precisely match the flo...
  3. How to Copy a Form with Custom Form Builder

    On your profile home page, choose Custom Forms. You have the option of creating a new form or copying one of the numerous forms provided by CDLSuite. Custom Form Builder Home Page *NOTE: Pressing Preview allows you to see your form. Pressing ...
  4. How to Create Custom Questions

    CDLSuite offers you the option of creating Custom Questions, or Fields, to enhance your application forms within your Full Application, Quick App, or Employee Files. This feature allows you to construct questions which allow different types of a...
  5. How to Create Folders

    Folders represent the tabs in your new file system. From your Profile Home Page, choose View Leads/Applicants/Hires. Under the Hires tab on the View Applicants page, click the “Add Folder” button. Name the folder, keeping it similar to the sub...
  6. How to Create Sub-folders

    You can place more than one form or document into a sub-folder, but it is recommended to create a sub-folder for each individual form/document that you plan to use, including Public forms. When multiple documents are stored in a single sub-folder th...
  7. How to Use Fillable Forms

    Fillable Forms allow you and candidates’ past employers to open the “Inquiry to Past Employer” or the “Driving History & Safety Performance" forms, enter or update information and return them right from a mobile device or computer. To use these ...
  8. How to Use the FileView Feature

    CDLSuite offers the FileView feature, which provides a concise look at the forms provided to employees during and after the hiring process. This feature also allows you to track the status of each form. Using FileView is easy and can be acces...
  9. How to Use the Next-Actions Feature

    Next-Actions allow you track and share upcoming tasks and events related to a specific Lead, Applicant, or Hire. You can inform your entire team of important actions that are scheduled, and when they are to occur. Using this feature is simple. ...
  10. Creating Rollup Lists

    You can create an unlimited number of Rollups Lists. To create a new Rollup List go to your list of drivers by clicking on View Leads/Applicants/Hires. Once there, click on the Manage Rollup List link at the top of the page. A popup will open w...