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Last Updated: 08/29/2026
in Quick Reference
Category Links are application links that are associated with a keyword. Applicants who click on a Category Link are completing an application that is automatically associated with the keyword you selected. For example: https://www.cdlsuite.com/sa...
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Last Updated: 08/29/2026
in Quick Reference
CDLSuite's two-way texting module allows you to exchange SMS text messages with Leads, Applicants, and current employees. The feature offers multiple ways to send, receive, and view text messages . ...
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Last Updated: 08/29/2026
in Quick Reference
The Direct Faxing feature allows you to fax past employer forms directly from an applicant's record to a specific former employer. As part of CDLSuite’s two-way texting and faxing communications module, the feature assigns each customer account a ...
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Last Updated: 08/29/2026
in Quick Reference
The View Applicants page allows you to see your Leads , Applicants and Hires . You have the option to export them to a CSV file. In addition, you can create and manage Rollup Lists from this page. The View Applicants page can be accessed from yo...
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Last Updated: 08/29/2026
in Quick Reference
Establishing User Permissions allows other users to access your account to view and change various documents, from applications to employment forms to Custom Reports.
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Last Updated: 08/29/2026
in Quick Reference
Leads are prospective candidates who have not yet completed a full application. A Lead record is created each time a prospective candidate completes a QuickApp. Alternatively, you can create a Lead record on behalf of a prospective candidate by clic...
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Last Updated: 08/29/2026
in Quick Reference
A Vanity Link is a personalized version of your default Application Link . It can be created and used in addition to the Application Link. To add a Vanity Link, call Customer Service at 888-209-7427.
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Last Updated: 08/29/2026
in Rollup Lists
Private Rollup Lists: Designating a Rollup List as "Private" means that the user who created that list (the "Owner") is the only person who can see that list. It does not prevent other users from accessing the applicants that happen to be on that ...
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Last Updated: 08/29/2026
in How To
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...
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Last Updated: 08/29/2026
in 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...