Deposit management
What is a deposit ?
What is a deposit ? A deposit on the platform is an application file submitted by a user with a public account on the wiin platform. This file can include documents, information and data relating to the application, and is generally submitted as part ...
The depot activity log
What is the depot activity log ? The depot activity log is a detailed record of the actions and events that occur in the program in relation to this depot. It enables you to track, monitor and analyze all interactions and modifications related to ...
Export your personalized archive format
How do I export my customized archive format? On your platform, you can export your files in a customized format. Before doing so, it's important to configure your archive format in advance. Please read this article: Configure your archive format To ...
Configure your archive format
How do I configure my archive format? On your platform, you can configure the format of your archive for export. You can customize the name of your archive, the folder nomenclature, decide to export only certain documents or certain stages (in a ...
Export tracking
How do I track exports? On your platform, you have a menu that allows you to track your exports and avoid having to make the same export over and over again. This menu allows you to monitor and manage exports from the platform, providing greater ...
Submit a deposit as administrator
How to submit a deposit as an administrator ? On your platform, as administrator, you have the option of definitively submitting the deposits of candidates whose status is "in progress". This option is also available to you when you validate each ...
Reopen a finalized deposit
How do I reopen a finalized deposit ? On your platform, you can reopen a deposit. The action of reopening a deposit allows the applicant to modify and resubmit their file. To reopen a deposit, please follow the steps below : Open the "Deposits" menu ...
Management of deposits awaiting validation
How to manage deposits with " Waiting for validation " status? On your platform, you can configure your workflow to include intermediate validation stages. See article on the subject: Intermediate validation During this configuration, when the "Set ...
New interface
How to use the new interface ? On the Wiin.io platform, you can activate the "New interface" function, which offers an optimized reorganization of information. This redesigned version of the repository interface is designed to be more fluid and ...
Export current view
How do I export my current view? You can now export your current view to excel or csv. To do this, you need to create and configure a custom view. For more information on how to create a custom view, please consult this article : Configuring a custom ...
Duplicating deposits
How do I duplicate a deposit? At the program level, you can activate certain functions to suit your needs. For example, you can activate the duplication of deposits. Functionality menu To activate duplication, go to your program's "Configuration" ...
Email logging
What is email logging ? Email logging allows you to collect all the email sending events recorded over the last two months on your program. It will tell you whether or not an email has been delivered, opened or whether a link contained in the email ...
Configuring a custom view
How can I customise my view? On your program, the deposits menu allows you to consult the deposits filed on your program in the form of a table. You can customise this table using customised views. How do I setup a custom view? To create a new custom ...
Import deposits
How to import deposits into your program? It is now possible for you to import deposits on your program via the import of csv files. This feature is available from the BASIC plan. How to download the csv template? To begin, go to your program, then ...
The messaging
How to use a messaging system on a program? The WIIN.io platform offers candidates the possibility to exchange messages with the administrators. Where is the mailbox menu? The mailbox is accessible from : The candidate's profile The mail menu of the ...
Edit a deposit
How to edit a deposit? Edit a deposit allows you to take over the information recorded on a respondent's file. You may need to edit a deposit, to : Correct an information Add to it Or delete it All modifications are recorded and reported on the ...
Export files
How to export the selected files? This is an important step in managing and selecting your deposits. Exporting allows you to consult the files outside the platform or simply to share them with outsiders. Different types of exports There are two types ...
Dashboard statistics
How to analyse the statistics of the dashboard ? The dashboard within a program allows you to have a global view of everything that is happening in real time on your program. Structure of the Dashboard The dashboard gives you an idea of: Total number ...
Setting up email templates
How to set up an email template? On the platform and within your programs, you may need to contact candidates for different reasons: to reactivate current applications, to notify them of results or other. For this, you can use the "Emails" ...
Add a tag
How to add a tag? A tag is like a sticker that you can assign to one or more folders to better segment them, and find them more easily with your filters. Add a tag To add a tag, you must : Go to the configuration menu Then on the "Tag" menu Here you ...