Knowledgebase

The knowledgebase is a self-service resource where you can access step-by-step guides to help you use the advanced functionality offered by Chameleon-i.

» Getting started
» Uploading information
» Find and organise information
» Communicating
» Manage your workflow
» Marketing tools

Getting started

Quick start guide A brief overview to help you get a feel for the software. PDF 425KB | Read now		Personalise outgoing Email signatures Set up your email signature and font settings for outgoing email. PDF 103KB | Read now
Set your account for outgoing Email How to supply details of your SMTP Server for outgoing Email. PDF 213KB | Read now		Admin panel Purchase licences & modules, control user permissions, create account settings. PDF 457KB | Read now

Uploading information

Manually creating records Learn how to manually create company, client, candidate and vacancy records PDF 918KB | Read now		Import clients and companies Details about bulk importing your company and client information. PDF 895KB | Read now
Import candidates Details about bulk importing your candidate contacts. PDF 995KB | Read now		Email auto-recognition tool Upload CVs and auto-create candidate records in bulk. PDF 207KB | Read now
Outlook Plug-in Download the plug-in for CV imports directly from your Outlook inbox. PDF 181KB | Read now		Droploader auto-recognition tool Upload multiple CVs and auto-create candidate records. PDF 558KB | Read now

Find and organise information

How to search Quick seach, advanced search and saved search folders explained. PDF 561KB | Read now		Using the Priority filter Use priorities to eliminate candidate records from search results. PDF 117KB | Read now
Tag Management Tips on how to segment your database using searchable Tags. PDF 511KB | Read now		Database cleanse Update and cleanse your database using special functions in the quick search. PDF 575KB | Read now
Creating and using baskets How to create baskets for short listing and bulk messaging. PDF 319KB | Read now		Bulk assign feature Bulk assign tags, priorities and ownership of contacts to records. PDF 537KB | Read now
Using Lists Identify and filter your company records by status and industry. PDF 231KB | Read now		CV Editor Plug-in Open, edit and save your CVs online using Microsoft Word. PDF 701KB | Read now

Communicating

Set your account for outgoing Email How to supply details of your SMTP Server for outgoing Email. PDF 76KB | Read now		Outgoing Email options How to use the Outbox and Sent items baskets to monitor and organise Emails in real-time. PDF 470KB | Read now
Letter generator & mail merge Create print-ready PDF letters and letter templates for mail merge. PDF 788KB | Read now		Creating email templates Details about how to create company-wide bulk email templates. PDF 109KB | Read now
Inbound Email How to setup your inbound email accounts. PDF 2836KB | Read now

Manage your workflow

How to shortlist candidates Details of the different methods to shortlist candidates against a vacancy. PDF 828KB | Read now		Permanent Invoice Generation Generate personalised PDF invoices for permanent placements. PDF 477KB | Read now
Download CV's from Chameleon-i Guide to download CV's from Chameleon-i to your local PC. PDF 163KB | Read now

Marketing tools

Using the bulk email/SMS tool A quick process for sending bulk Email & SMS messaging. PDF 200KB | Read now		Using data placeholders for Email Personalise your Email with data fields imported from your database. PDF 362KB | Read now
Excluding contacts from bulk messaging Learn how to unsubscribe or 'opt-out' your contacts from bulk messaging. PDF 970KB | Read now		Jobs by Email module Automatically match and advertise your latest jobs to candidates in your database. PDF 2.04MB | Read now
RSS Feed module Publish your latest vacancies online with one-click from a vacancy record. PDF 1.71MB | Read now		Birthday baskets Bulk assign tags, priorities and ownership of contacts to records. PDF 164KB | Read now

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