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

	Quick start guide A brief overview to help you get a feel for the software.
	PDF 92KB \| 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 76KB \| 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

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