User Guides

User Guides

Written guides on features and workflows within Colleague.
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Guide
Description
Updated
Status
How to use the CV Parser to create new candidates and update existing records.
06/10/23
Published
How to use Lists within Colleague.
10/10/23
Published
How to use the Calendar, Tasks and Daily Planner in Colleague.
16/10/23
Published
How to use Documents Received within Colleague.
18/10/23
Published
How to use Checklists in Colleague.
18/10/23
Published
How to use the Email form in Colleague.
20/10/23
Published
How to use Back Office in Colleague.
24/02/23
Published
How to use Documents in Colleague.
15/11/23
Published
Automation options available with Colleague.
15/11/23
Published
How to use the Selection Screens in Colleague.
16/11/23
Published
How to set up and use the SMS feature in Colleague.
09/05/24
Published
Data Cleanse options available in Colleague.
17/01/24
Published
How to integrate WhatsApp with Colleague.
18/09/24
Published
How to use the Broadbean Integration in Colleague.
07/06/24
Published
How to set up and post requirements to your website.
07/06/24
Published
Candidate & Contact Portals user guide.
02/08/24
Published
How to gain access to the Colleague API and which features are available.
05/08/24
Published
How to use Retainers in Colleague.
09/08/24
Published
Examples of Boolean search strings in Colleague.
14/08/24
Published
Reporting options available within Colleague.
18/11/24
Published
How to set up and use SendGrid with Colleague.
20/12/24
Published
How to use the Form Builder within Colleague.
02/06/25
Published
How to create a Power Automate link to the Colleague API.
27/06/25
Published
How to use the Colleague Sidebar Extension Tool.
13/08/25
Published
Improving Colleague performance by managing browser extensions.
19/08/25
Published
How to administer Lookups in Colleague.
23/09/25
Published
How to add and edit Custom Fields in Colleague.
23/09/25
Published
How to use Campaigns in Colleague.
26/09/25
Published
How to use Email Templates in Colleague.
26/09/25
Published
How to set up the Ordnance Survey integration in Colleague.
01/10/25
Published
An administrator's guide to setting up Colleague Insight.
28/10/25
Published
An administrator's guide to automatically parsing CVs via a mailbox.
07/11/25
Published
An administrator's guide to how the Outlook Address Book integrates with Colleague.
09/03/26
Published
An administrator's guide to integrating Mailchimp with Colleague.
09/03/26
Published
A guide to using the Xero Export with Back Office in Colleague.
12/03/26
Published
How to set up and use Colleague's integration with Daxtra Search Nexus.
18/03/26
Published
How to use the GDPR Consent functionality in Colleague.
20/03/26
Published
How to use and work with Leads in Colleague.
23/03/26
Published
How to set up Colleague with Power BI reports.
17/04/26
Published
How to use the 'Import Records' feature in Colleague.
10/07/26
Published