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Candidate Lists and My Network in SureNetwork

This topic covers the Candidate Lists feature and the My Network view in SureNetwork. Candidate lists help you track prospective or unqualified contacts, while My Network shows your active connections.

Content in Progress

This page is a stub and will be expanded with full task-oriented content migrated from the legacy help.

Legacy source files:

  • Working_with_My_Network_in_SureNetwork.htm
  • Working_with_Candidate_Lists_in_SureNetwork.htm
  • Working_with_the_SureNetwork_Clipboard.htm

My Network​

My Network displays the organizations and persons you are actively connected to within SureNetwork. Use it to browse and manage your existing professional connections.

  1. Navigate to SureNetwork.
  2. Click My Network in the sidebar.
  3. Browse connections by organization or person.
  4. Click a connection to view their profile or initiate a workflow.

Candidate Lists​

Candidate lists let you build and manage a pool of prospective organizations or persons that have not yet been formally added to a project or qualified for signing.

Viewing Candidate Lists​

  1. Navigate to SureNetwork.
  2. Click Candidate Lists in the sidebar.
  3. Select a list to view its members.

Working with the Clipboard​

The Clipboard is a temporary holding area where you can stage organizations or persons before adding them to a project team or candidate list.

  1. Select an organization or person from the network.
  2. Use the Add to Clipboard option.
  3. Navigate to the destination project or list.
  4. Apply the clipboard contents.