There are two ways to add an email attachment to a Bullhorn record.
Quick Add can be used when, whilst reading an email with an attachment in Outlook, a matching record exists in Bullhorn and is displayed in Ebsta's blue bar.
1. Click the Add Attachment icon in the right-hand side of the blue notification bar.
2. Select which attachment you wish to add to the record.
3. Ebsta will confirm that the email attachment has been added to the matching record in Bullhorn by briefly displaying a green tick in the bar.
4. The attachment can be viewed in the files section of the record in Bullhorn.
How to add an email attachment to a Bullhorn record
1. View the Bullhorn record* you wish to add the email attachment to. If you need to, follow instructions in this article:
How to view a Bullhorn record in Outlook >
*In this example, we will be adding the email as a note to a Candidate record but Contact and Company records work in exactly the same way.
2. Click +Document
3. Select Add as file and select the attachment from the drop-down menu.
Note: If the attachment is a CV that you wish to add to the Resume field in Bullhorn rather than as a file, check the Attach as Resume box. Please be aware that this will override the information already contained in this field.
4. Click Save.
5. The attachment can be viewed in the files section of the record in Bullhorn.