Request a document
1
Open the candidate
From the candidate record, choose Request document and name what you
need — for example, “Signed offer letter” or “Proof of eligibility to work.”
2
Send the request
The candidate receives the request in their portal
and uploads the file there. No email attachments to chase.
3
Review
Uploaded documents appear on the candidate record marked as pending review.
Accept or ask for a replacement.
Retention and expiry
Documents carry personal data, so Harly supports retention and expiry:- Expiry — a document (for example a certification) can carry an expiry date and surface when it lapses.
- Retention — an opt-in retention job anonymizes or removes documents after a defined period, in line with your privacy settings.
- Legal hold — a document under legal hold is protected from deletion until the hold is released.
Next steps
Candidate portal
Where candidates upload requested documents.
Privacy and retention
Configure retention, export, and deletion.