[IMP] referrals: update pics and remove save button

closes odoo/documentation#9143

X-original-commit: acb0a1cc5f
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/referrals.rst

@@ -3,27 +3,28 @@ Referrals
 =========
 
 Odoo's *Referrals* application is a centralized place where all information regarding referrals is
-housed, from points earned, coworkers hired, and rewards selected. Users can recommend people they
-know for job positions, then earn referral points as those people progress through the recruitment
-pipeline. Once enough referral points are earned, they can be exchanged for prizes. The Referrals
-application integrates with the *Employees*, *Recruitment*, and *Website* applications, all of which
-must be installed in order for the *Referrals* application to function.
+housed - from points earned, coworkers hired, and rewards selected. Users can recommend people they
+know for job positions, and then earn referral points as those people progress through the
+recruitment pipeline. Once enough referral points are earned, they can be exchanged for prizes. The
+*Referrals* application integrates with the *Employees*, *Recruitment*, and *Website* applications,
+all of which must be installed in order for the *Referrals* application to function.
 
-The only configuration needed for the Referrals application after it is installed are the
-:ref:`rewards <referrals/rewards>`; everything else is pre-configured when Odoo Referrals is
+The only configurations needed for the *Referrals* application *after* installation are related to
+the :ref:`rewards <referrals/rewards>`; everything else is pre-configured when Odoo *Referrals* is
 installed.
 
-Any user with either :guilabel:`Referral User`, :guilabel:`Officer`, or :guilabel:`Administrator`
-rights for the Recruitment application has access to the Referrals application. Only user's with
-:guilabel:`Administrator` rights for the Recruitment application have access to the :ref:`reporting
-<referrals/reporting>` and configurations menus. For more information on users and access rights,
-refer to these documents: :doc:`../general/users` and :doc:`../general/users/access_rights`.
+Users with either :guilabel:`Referral User`, :guilabel:`Officer`, or :guilabel:`Administrator`
+access rights for the *Recruitment* application have access to the *Referrals* application. Only
+users with :guilabel:`Administrator` access rights for the *Recruitment* application have access to
+the :ref:`reporting <referrals/reporting>` and configurations menus. For more information on users
+and access rights, refer to these documents: :doc:`../general/users` and
+:doc:`../general/users/access_rights`.
 
 Onboarding
 ==========
 
 When opening the *Referrals* application for the first time, a pre-configured onboarding script
-appears. This is in the form of four slides, each explaining the different parts of the Referrals
+appears. This is in the form of four slides, each explaining the different parts of the *Referrals*
 application. At the top of the dashboard, the following message is displayed throughout all the
 onboarding slides: :guilabel:`GATHER YOUR TEAM! Job Referral Program`. Behind this main message is
 an image, and beneath it some more explanatory text.
@@ -40,16 +41,16 @@ The text that appears on each slide is as follows:
 #. :guilabel:`Compete against your colleagues to build the best justice league!`
 
 .. note::
-   The onboarding slides will appear every time the Referrals application is opened, until all the
+   The onboarding slides will appear every time the *Referrals* application is opened, until all the
    slides have been viewed and the :guilabel:`Start Now` button has been clicked. If the onboarding
    is exited at any point, or if the :guilabel:`Start Now` button has *not* been clicked, the
-   onboarding slides will begin again when the Referrals application is opened. Once the
+   onboarding slides will begin again when the *Referrals* application is opened. Once the
    :guilabel:`Start Now` button has been clicked, the onboarding slides will not be seen again, and
-   the main dashboard will load when the Referrals application is opened from that point on.
+   the main dashboard will load when the *Referrals* application is opened from that point on.
 
 At any point during onboarding, the :guilabel:`Skip` button may be clicked. This exits the
-onboarding, and the main Referrals dashboard loads. If :guilabel:`Skip` is clicked, onboarding
-slides will not load anymore when opening the Referrals application.
+onboarding, and the main *Referrals* dashboard loads. If :guilabel:`Skip` is clicked, onboarding
+slides will not load anymore when opening the *Referrals* application.
 
 .. image:: referrals/onboarding.png
    :align: center
@@ -65,35 +66,32 @@ Modifying onboarding slides
 ---------------------------
 
 Onboarding slides can be modified if desired. Only users with :guilabel:`Administrator` rights for
-the Recruitment application can modify onboarding slides. To edit a slide, navigate to
+the *Recruitment* application can modify onboarding slides. To edit a slide, navigate to
 :menuselection:`Referrals app --> Configuration --> Onboarding.` Each line displays the text for the
 individual onboarding slide. To edit an onboarding slide, click on an individual slide line to open
-the slide's onboarding form, then click :guilabel:`Edit`.
+the slide's onboarding form.
 
-Make any changes to the message in the :guilabel:`Text` box. To change the order the slide appear in
-the onboarding, the :guilabel:`Sequence` can be modified. Type in the corresponding number to
-indicate the order in which the slides should be displayed. A :guilabel:`Company` may be selected,
-however, if this field is populated, that slide will only be displayed for that particular company.
+Make any changes to the message in the :guilabel:`Text` field. A :guilabel:`Company` may be
+selected, as well. However, if this field is populated, that slide is *only* displayed for that
+particular company.
 
-The image can be modified as well. Hover over the image thumbnail in the top right corner of the
+.. note::
+   The :guilabel:`Company` field only appears when in a multi-company database.
+
+The image can be modified, as well. Hover over the image thumbnail in the top-right corner of the
 form. A :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` icon appear. Click the
 :guilabel:`✏️ (pencil)` icon to change the image. A file navigator window loads. Navigate to the
 desired image, select it, then click :guilabel:`Open`. The new image appears in the thumbnail. To
 delete an image, click the :guilabel:`🗑️ (garbage can)` icon, then select a new image using the
 :guilabel:`✏️ (pencil)` icon.
 
-To save any changes, click :guilabel:`Save`, or click :guilabel:`Discard` to delete any changes and
-revert to the original content.
-
 .. image:: referrals/edit-onboarding.png
    :align: center
    :alt: An onboarding slide in edit mode, with the main fields highlighted.
 
-The order of the slides can also be changed directly in the Onboarding dashboard, without having to
-edit an individual onboarding slide. Click the up and down arrow symbol that appears after the
-checkbox and before the slide text, and drag the slide to the desired position. The
-:guilabel:`Sequence` automatically changes on all the slide's onboarding forms, reflecting the new
-sequence.
+The sequence in which the slides appear can be changed from the *Onboarding* dashboard. Click the
+:guilabel:`(six small gray boxes)` icon to the left of the the slide text, and drag the slide to the
+desired position.
 
 .. image:: referrals/onboarding-reorder.png
    :align: center
@@ -102,10 +100,13 @@ sequence.
 Share job positions
 ===================
 
-In order to earn referral points, a user must first share a job position so the applicant can apply
-for the position. There are several ways to share job positions within the Referrals application,
+In order to earn referral points, a user must first share a job position, so the applicant can apply
+for the position. Job positions can be shared in several ways within the *Referrals* application,
 through the :ref:`View Jobs <referrals/view-jobs>` button and the :ref:`Email A Friend
-<referrals/email-jobs>` button.
+<referrals/email-jobs>` button, located at the bottom of the *Referrals* app dashboard.
+
+.. note::
+   Sharing jobs can **only** occur after onboarding slides have been viewed or skipped.
 
 .. _referrals/view-jobs:
 
@@ -153,7 +154,7 @@ The specific title of the job position will populate the :guilabel:`Job Position
 email body. The `See Job Offer` text in the email body is an individualized tracking link to the
 specific job position listed on the website. When the prospective employee receives the email, the
 link will send them to the job position page, where they can apply for the position, and the person
-who referred them is tracked in the Referrals application.
+who referred them is tracked in the *Referrals* application.
 
 If desired, add any text or closing salutation to the email body. When all edits have been made,
 click :guilabel:`Send Email` to send the email, or click :guilabel:`Cancel` to close the email
@@ -166,10 +167,10 @@ pop-up window.
 Share a job
 -----------
 
-There are several other ways to share a job position aside from sending an email, via social media
-platforms and tracking links to the job position. At the bottom of each job position card are four
-icons and corresponding tracking links that can be used to share the job position, keeping track of
-applicants in the Referrals application.
+Other than sending an email, job positions can be shared, via social media platforms, and tracking
+links to the job position. At the bottom of each job position card are four icons, and corresponding
+tracking links, that can be used to share the job position, keeping track of applicants in the
+*Referrals* application.
 
 .. image:: referrals/share.png
    :align: center
@@ -181,217 +182,56 @@ Link
 To share the job position with a customized tracking link, click the :guilabel:`Share Now` button
 with the :guilabel:`🔗 (chain)` icon inside it. A :guilabel:`Link to Share` pop-up window appears
 with the tracking link. Click :guilabel:`Copy` to copy the link. After the link is copied, click the
-:guilabel:`Close` button to close the pop-up. Next, share the link with the prospective employee
-however desired.
+:guilabel:`Close` button to close the pop-up window. Next, share the link with the prospective
+employee.
 
 Facebook
 ~~~~~~~~
 
 To share the job position using Facebook, click the :guilabel:`Share Now` button with the
-:guilabel:`f (Facebook icon)` inside it. If the user is already logged into Facebook, when the
-:guilabel:`f (Facebook icon)` is clicked, a :guilabel:`Share on Facebook` page loads in a new tab,
-with the link populated in the main body of the new post. If the user is *not* already logged in, a
-log-in screen loads instead, prompting the user to log-in to Facebook first.
+:guilabel:`f (Facebook)` icon inside it.
 
-Type in any additional information to add to the post, in the space directly below your name. If
-desired, :guilabel:`tag` users, :guilabel:`check-in` at a location, or add a :guilabel:`status` to
-the post. To tag a user, click the :guilabel:`Tag Friends` icon and select the people to tag to the
-post. To add a check-in location, click the :guilabel:`Check in` icon, and select the location from
-the pop-up of predetermined locations based on your current location. To add a :guilabel:`status`,
-click the :guilabel:`Feeling/Activity` icon, then select either the feeling or the activity type,
-and lastly, if an activity type was selected, select the specific activity.
+If the user is already logged into Facebook, when the :guilabel:`f (Facebook)` icon is clicked, a
+:guilabel:`Share on Facebook` page loads in a new tab, with the link populated in the main body of
+the new post in a pop-up window. If the user is *not* already logged in, a log-in screen loads,
+instead, prompting the user to log-in to Facebook first.
 
-There are five methods to share the job position, :guilabel:`Your Story`, :guilabel:`Share on a
-Friend's Timeline`, :guilabel:`Share in a Group`, :guilabel:`Share in an Event`, and
-:guilabel:`Share in a Private Message`. To select the sharing method, click the drop-down menu
-located at the top of the page, directly beneath the :guilabel:`Share on Facebook` banner.
+Type in any additional information to add to the post, then share the job position using the
+available options in Facebook.
 
-.. image:: referrals/facebook.png
-   :align: center
-   :alt: The view on Facebook when sharing a job description. All the various ways to share are
-         highlighted, as are all the required settings.
+X (formerly Twitter)
+~~~~~~~~~~~~~~~~~~~~
 
-.. tabs::
+A job position can also be shared on X (formerly Twitter). Click the :guilabel:`Share Now` button
+with the :guilabel:`X` icon inside it.
 
-   .. tab:: Share to news feed or story
-
-      The default sharing method is through the :guilabel:`News Feed`, :guilabel:`Story`, or both.
-      At the lower portion of the form are radio buttons next to the two options, :guilabel:`Feed`
-      (for the News Feed) and :guilabel:`Your Story` for stories. When :guilabel:`Share to News Feed
-      or Story` is selected, these buttons are active, if another option is selected, these radio
-      buttons are greyed out. Activate the radio button(s) to indicate how the job position should
-      be shared, either in the news feed, the story, or both.
-
-      The :guilabel:`Share to news feed or story` option allows for specific privacy settings to be
-      selected. In the lower right corner of the screen, there are two drop-down menu options, one
-      for the :guilabel:`Feed` option, the other for the :guilabel:`Your story` option. Select the
-      posting parameters from the drop-down menus. The :guilabel:`Feed` ad :guilabel:`Your story`
-      options appear different from user to user, depending on what privacy settings have been
-      created in Facebook. :guilabel:`Public` and :guilabel:`Friends` are default options, but other
-      options that the user may have configured will appear as well, such as custom groups.
-
-      When the post and/or story is ready to be shared, click the blue :guilabel:`Post to Facebook`
-      button at the bottom of the screen.
-
-   .. tab:: Share on a friend's timeline
-
-      Instead of making a public post on the user's on Facebook page, the job position can be shared
-      directly on a friend's timeline. Click the :guilabel:`Share to News Feed or Story` drop-down
-      menu near the top of the page, and select :guilabel:`Share on a Fried's Timeline`.
-
-      When selected, a :guilabel:`Friend` field appears below the selection. Begin to type in the
-      friend's name. As the name is typed, a list appears, populated with names that match what is
-      entered. Select the friend from the list. **Only** one friend can be selected.
-
-      When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the
-      bottom of the screen.
-
-   .. tab:: Share in a group
-
-      To reach a specific audience and not share the job position publicly with everyone, a job can
-      be shared in a group. Click the :guilabel:`Share to News Feed or Story` drop-down menu near
-      the top of the page, and select :guilabel:`Share in a Group`.
-
-      When selected, a :guilabel:`Group` field appears below the selection. The available groups
-      that can be posted to are groups the user is currently a member of. Job positions cannot be
-      shared with groups the user has not joined. Begin to type in the name of the group. As the
-      group name is typed, a list appears, populated with the group names that match what is
-      entered. Select the group from the list. Only one group can be selected.
-
-      When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the
-      bottom of the screen.
-
-   .. tab:: Share in an event
-
-      A job position can also be shared on an event page. Click the :guilabel:`Share to News Feed or
-      Story` drop-down menu near the top of the page, and select :guilabel:`Share in an Event`.
-
-      When selected, an :guilabel:`Event` field appears below the selection. The available events
-      that can be posted to are events the user is invited to. This includes events that the user
-      has not responded to yet, and events that have occurred in the past. Begin to type in the name
-      of the event. As the event name is typed, a list appears, populated with the events that match
-      what is entered. Select the event from the list. Only one event can be selected.
-
-      When the post is ready to be shared, click the blue :guilabel:`Post to Facebook` button at the
-      bottom of the screen.
-
-   .. tab:: Share in a private message
-
-      The last option is to share a job position privately instead of publicly, in a Facebook
-      message. Click the :guilabel:`Share to News Feed or Story` drop-down menu near the top of the
-      page, and select :guilabel:`Share in an Private Message`.
-
-      When selected, a :guilabel:`To` field appears below the selection. Begin to type in the
-      friend's name. As the name is typed, a list appears, populated with names that match what is
-      entered. Select the friend from the list. Multiple friends can be selected and added to a
-      single message. Repeat this process for each friend to be added.
-
-      When the message is ready to be sent, click the blue :guilabel:`Send message` button at the
-      bottom of the screen.
-
-X/Twitter
-~~~~~~~~~
-
-A job position can also be shared on X/Twitter. Click the :guilabel:`Share Now` button with the bird
-icon inside it. If the user is already signed in to X/Twitter, when the :guilabel:`Share Now` icon
-is clicked, an X/Twitter page loads in a new tab with a pre-populated message ready to post, in a
-draft pop-up. If the user is *not* already signed in, a sign-in screen loads instead, prompting the
-user to sign in to X/Twitter.
+If the user is already signed in to X (formerly Twitter), when the :guilabel:`Share Now` icon is
+clicked, an X (formerly Twitter) page loads in a new tab with a pre-populated message ready to post,
+in a draft pop-up window. If the user is *not* already signed in, a sign-in screen loads instead,
+prompting the user to sign in to X (formerly Twitter).
 
 The default message is:
 
 :guilabel:`Amazing job offer for (Job Position)! Check it live: (link to Job Position)`
 
-Type in any additional information or make any edits to the message. If desired, click the
-:guilabel:`X` in the top left corner of the thumbnail preview of the webpage to remove it. To adjust
-the audience for the message, click the drop-down button labeled :guilabel:`Everyone`. Select the
-preferred audience from the drop-down menu. The default option is :guilabel:`Everyone`, and the
-other options is :guilabel:`Circle`. The :guilabel:`Circle` is a group of people that the user has
-selected in X/Twitter.
-
-The default setting is :guilabel:`🌎 (globe) Everyone can reply`, an allows everyone on X/Twitter to
-reply to the message. To change this, click the :guilabel:`🌎 (globe) Everyone can reply` button in
-the lower left section of the message. There are four options presented: :guilabel:`Everyone`,
-:guilabel:`Accounts you follow`, :guilabel:`Verified accounts`, and :guilabel:`Only accounts you
-mention`. Selecting one of the other options restricts who can reply to the message.
-
-There are various other items that can be added to the message. Media (photos, videos, etc), GIF's,
-polls, emojis, and a location may all be added. Click the corresponding icon in the bottom left of
-the message and follow the prompts to add the desired additional elements.
-
-To have the message posted at a future date and time, click the :guilabel:`Schedule` icon in the
-lower left of the message window. It is the fifth icon from the left. Enter the date and time that
-the message should be posted using the date and time selector presented. Click :guilabel:`Confirm`
-to add the scheduled time to the message.
-
-To post the message, click :guilabel:`Post`. The message will be immediately posted, or, if it was
-scheduled, will be posted at the scheduled date and time.
-
-.. image:: referrals/twitter.png
-   :align: center
-   :alt: The X/Twitter pop-up when sharing a job description. All the other items than can be added
-         to the message are highlighted, as is the visibility setting and the post button.
+Type in any additional information, or make any edits to the message, then share using the available
+options in X (formerly Twitter).
 
 LinkedIn
 ~~~~~~~~
 
 To share a job position on LinkedIn, click the :guilabel:`Share Now` button with the :guilabel:`in
-(LinkedIn logo)` inside it. If the user is already logged into LinkedIn, when the :guilabel:`Share
-Now` button is clicked, a new tab loads in LinkedIn, with a link to the job position at the top. If
-the user is *not* already logged in, a log-in screen loads instead, prompting the user to log-in to
-LinkedIn first.
+(LinkedIn logo)` inside it.
 
-The job position can be shared either in a public post, or in a private message to an individual or
-group of individuals.
+If the user is already logged into LinkedIn, when the :guilabel:`Share Now` button is clicked, a new
+tab loads in LinkedIn, with a link to the job position at the top. If the user is *not* already
+logged in, a log-in screen loads instead, prompting the user to log-in to LinkedIn first.
 
-Share in a post
-***************
+The job position can be shared either in a public post, or in a private message to an individual (or
+group of individuals).
 
-To share the job position in a public post, click the :guilabel:`✏️ (pencil) Share in a post` button
-in the lower-left corner of the screen. A :guilabel:`Create a post` window loads, with the job
-position link populated. Enter any other information to the post in the field.
-
-To change the audience that will see the post, click the :guilabel:`🌎 (globe) Anyone` drop-down,
-located directly beneath the account name. Click on the desired selection, then click the
-:guilabel:`Save` button on the far right side of the screen, beneath the last listed option.
-
-:guilabel:`Anyone` allows anyone on LinkedIn to see the post. :guilabel:`Connections only` will
-only share the post with people who are connected with the user, and will be hidden from everyone
-else. :guilabel:`Group` shares the post with a specific group the user is a member of. The post can
-only be shared with one group; posting to multiple groups at once is not available. If
-:guilabel:`Group` is selected, a page loads with a list of all the groups the user is currently a
-member of. Click on a group to select it, then click the :guilabel:`Save` button in the lower right
-corner.
-
-Next, select who can comment on the post. To change this setting, click on the :guilabel:`💬 (speech
-bubble) Anyone` button located beneath the body of the post. A page loads with the various options.
-Click on one of the three options to select it. The three options are :guilabel:`Anyone`,
-:guilabel:`Connections only`, and :guilabel:`No one`. The default option is :guilabel:`Anyone`,
-which allows anyone with a LinkedIn account to comment on the post. :guilabel:`Connections only`
-will only allow people who are connected with the user to comment on the post. :guilabel:`No one`
-turns off commenting. After making a selection, click the :guilabel:`Save` button in the far lower
-right corner.
-
-Finally, once the post is edited and the settings have been selected, click :guilabel:`Post` to
-share the job position.
-
-.. image:: referrals/linkedin.png
-   :align: center
-   :alt: A linkedIn post to share a job. The job position is highlighted as is the post button.
-
-Send as private message
-***********************
-
-Instead of making a public post, the post can be sent to a connection in a private message. To do
-so, click the :guilabel:`Send as private message` button in the lower left corner. A message window
-loads with the link to the job description in the bottom of the window. First, select the
-recipient(s) for the message. Type the name in the :guilabel:`Search for message recipients` field.
-As the name is typed in, any matching connections appear. Click on a connection to add them. Repeat
-this for all the recipients to send the message to. There is no limit on the number of connections
-that can be messaged. Next, enter any additional text in the message body. Click :guilabel:`Send` in
-the lower right corner to send the message. A :guilabel:`Message successfully sent!` screen loads.
-Two options are presented, :guilabel:`View Message` and :guilabel:`Continue to LinkedIn`. Click on
-the desired selection to navigate to that choice, or close the browser tab to exit.
+Type in any additional information, or make any edits to the message or post, then share using the
+available options in LinkedIn.
 
 .. _referrals/email-jobs:
 
@@ -403,7 +243,7 @@ instead of one job position at a time. To do this, navigate to the main *Referra
 Click the :guilabel:`Email a friend` button at the bottom of the screen. A :guilabel:`Send Job Offer
 by Mail` pop-up window appears.
 
-Enter the email address(es) in the :guilabel:`Email` line. The email can be sent to multiple
+Enter the email address in the :guilabel:`Email` line. The email can be sent to multiple
 recipients, simply enter a comma followed by a single space after each email address. The
 :guilabel:`Subject` is pre-configured with `Job for you`, but can be edited.
 
@@ -411,14 +251,14 @@ The email body is also populated with pre-configured text. The text that appears
 
 `Hello,`
 
-`There are some amazing job offers in my company! Have a look, they can be interesting for you`
+`There are some amazing job offers in my company! Have a look, they can be interesting for you\:`
 
 `See Job Offers`
 
-The `See Job Offers` text is a tracking link to a complete list of all job positions currently being
-recruited for, that are live on the company's website (published). Add any additional text and/or
-make any edits to the message body, then click :guilabel:`Send Mail` to send the email. The message
-will be sent and the window will close.
+The :guilabel:`See Job Offers` text is a tracking link to a complete list of all job positions
+currently being recruited for. Add any additional text and make any edits to the message body, if
+necessary. Then, click :guilabel:`Send Mail` to send the email. This sends the message, and closes
+the window.
 
 .. _referrals/hired:
 
@@ -433,10 +273,10 @@ dashboard, a hired page loads. The text :guilabel:`(Referral Name) has been hire
 for your new friend!` appears.
 
 Below this message are five avatar thumbnails to choose from. If an avatar has already been assigned
-to a referral, the thumbnail is greyed out, and the name the avatar has been chosen for appears
+to a referral, the thumbnail is grayed out, and the name that the avatar has been chosen for appears
 beneath the avatar. Click on an available avatar to select it.
 
-If more than one referral was hired since opening the Referrals application, after selecting the
+If more than one referral was hired since opening the *Referrals* application, after selecting the
 first avatar, the user is prompted to select another avatar for the subsequent hired referral. Once
 all avatars have been selected, the dashboard loads and all the avatars are now visible. Mouse over
 each avatar and their name is displayed above them.
@@ -450,8 +290,8 @@ Modify friends
 --------------
 
 Friend avatars are able to be modified in the same manner that :ref:`levels <referrals/levels>` are
-modified. Only users with :guilabel:`Administrator` rights for the Recruitment application can make
-modifications to friends. The pre-configured friends can be seen and modified by navigating to
+modified. Only users with :guilabel:`Administrator` rights for the *Recruitment* application can
+make modifications to friends. The pre-configured friends can be seen and modified by navigating to
 :menuselection:`Referrals app --> Configuration --> Friends`. Each friend avatar appears in the
 :guilabel:`Dashboard Image` column, and the corresponding name appears in the :guilabel:`Friend
 Name` column. The default images are a motley group of hero characters, ranging from robots to dogs.
@@ -459,7 +299,7 @@ Name` column. The default images are a motley group of hero characters, ranging
 To modify a friend's dashboard image, thumbnail, name, or position, click on an individual friend to
 open the referral friend form. Click :guilabel:`Edit` to make modifications. Type the name in the
 :guilabel:`Friend Name` field. The name is solely to differentiate the friends in the configuration
-menu; the friend's name is not visible anywhere else in the Referrals application.
+menu; the friend's name is not visible anywhere else in the *Referrals* application.
 
 The :guilabel:`Position` can be set to either :guilabel:`Front` or :guilabel:`Back`. This determines
 the position of the friend in relation to the user's super hero avatar. Click the radio button next
@@ -468,11 +308,13 @@ when activated.
 
 If desired, both the thumbnail :guilabel:`Image` and the :guilabel:`Dashboard Image` can be
 modified. Hover over the image being replaced to reveal a :guilabel:`✏️ (pencil)` icon and
-:guilabel:`🗑️ (garbage can)` icon. Click the :guilabel:`✏️ (pencil)` icon and a file explorer
-window appears. Navigate to the desired image file then click :guilabel:`Open` to select it.
+:guilabel:`🗑️ (garbage can)` icon. Click the :guilabel:`✏️ (pencil)` icon, and a file explorer
+window appears. Navigate to the desired image file, then click :guilabel:`Open` to select it.
 
-Once all changes have been made, click the :guilabel:`Save` button to save the changes, or click the
-:guilabel:`Discard` button to revert to the original information.
+The referral friend form automatically saves, but can be saved manually at any time by clicking the
+*Save manually* option, represented by a :guilabel:`(cloud upload)` icon, located in the top-left
+corner. To cancel any changes made, click the :guilabel:`✖️ (Discard all changes)` icon to delete
+any changes, and revert to the original content.
 
 .. image:: referrals/edit-friend.png
    :align: center
@@ -481,17 +323,17 @@ Once all changes have been made, click the :guilabel:`Save` button to save the c
 .. warning::
    It is not advised to edit the images. An image file must have a transparent background in order
    for it to render properly. Only users with knowledge about transparent images should attempt
-   adjusting any images in the Referrals application.
+   adjusting any images in the *Referrals* application.
 
    Once an image is changed and the friend is saved, it is **not possible** to revert to the
-   original image. To revert to the original image, the Referrals application must be *uninstalled
+   original image. To revert to the original image, the *Referrals* application must be *uninstalled
    then reinstalled.*
 
 Referral points
 ===============
 
 The referral program is based on earning points that are then exchanged for rewards. On the main
-Referrals application dashboard, the top displays a summary of the user's current points. The left
+*Referrals* application dashboard, the top displays a summary of the user's current points. The left
 side of the summary displays the total points earned, and the right side displays the points that
 are available to spend.
 
@@ -516,12 +358,18 @@ To see all the referrals (both ongoing and successful) click the :guilabel:`Refe
 :guilabel:`My Referral` window loads. This screen displays all the referrals, with each referral in
 its own referral card.
 
-A successful referral has a green line down the left side of the card, and displays a
-:guilabel:`✓ Hired` image in the top right corner of the card. Referrals that are in process display
-an :guilabel:`In Progress` image in the top right corner.
+A successful referral displays a green :guilabel:`Hired` banner in the top-right corner of the card.
+Referrals that are in process display a purple :guilabel:`In Progress` banner in the top-right
+corner.
 
-Each referral card lists the name of the applicant, the department the job position is in, the name
-of the job position, the person responsible for filling the role (recruiter), and the points earned.
+Each referral card lists the name of the applicant, the subject/application title (as it appears on
+the applicant card in the *Recruitment* app), the name of the job position, the person responsible
+for filling the role (recruiter), and the points earned. For referrals that have been hired, the
+selected avatar also appears on the card.
+
+.. image:: referrals/referrals.png
+   :align: center
+   :alt: Two referral cards, one hired and one in-progress.
 
 Points
 ~~~~~~
@@ -548,7 +396,7 @@ check mark appears next to the stage.
    - :guilabel:`Contract Signed`: 50 points
 
    The total points earned for a referral that is hired is 85 points. Modifications of the points
-   earned for each stage is done in the Recruitment application. Refer to the
+   earned for each stage are done in the *Recruitment* application. Refer to the
    :ref:`Recruitment <recruitment/modify-stages>` documentation to modify the points for each stage.
 
 .. _referrals/rewards:
@@ -559,27 +407,28 @@ Rewards
 Create rewards
 --------------
 
-The rewards are the only configurations needed when setting up the Referrals application. Only users
-with :guilabel:`Administrator` rights for the Recruitment application can create or modify rewards.
-To add rewards, navigate to :menuselection:`Referrals app --> Configuration --> Rewards`. Click
-:guilabel:`Create` and a reward form loads. Enter the following information on the form:
+The rewards are the only configurations needed when setting up the *Referrals* application. Only
+users with :guilabel:`Administrator` rights for the *Recruitment* application can create or modify
+rewards. To add rewards, navigate to :menuselection:`Referrals app --> Configuration --> Rewards`.
+Click :guilabel:`New`, and a reward form loads. Enter the following information on the form:
 
-- :guilabel:`Product Name`: Enter the name as it should appear for the reward.
-- :guilabel:`Cost`: Enter the amount of points required to redeem the reward.
-- :guilabel:`Company`: Using the drop-down menu, select the company the reward will appear for. If a
+- :guilabel:`Product Name`: enter the name as it should appear for the reward.
+- :guilabel:`Cost`: enter the amount of points required to redeem the reward.
+- :guilabel:`Company`: using the drop-down menu, select the company the reward appears for. If a
   reward is to be used for several companies, each company needs to have a record of the reward,
-  with the company listed on the form.
-- :guilabel:`Gift Responsible`: Select the person who will be responsible for procuring and
+  with the company listed on the form. This field only appears if in a multi-company environment.
+- :guilabel:`Gift Responsible`: select the person who will be responsible for procuring and
   delivering the reward to the recipient, using the drop-down menu. This person is alerted when the
-  reward is purchased, so they know when to deliver the reward to the recipient.
-- :guilabel:`Description`: Type in the description for the reward. This will be visible on the
+  reward is bought in the *Referrals* application, so they know when to deliver the reward to the
+  recipient.
+- :guilabel:`Description`: type in the description for the reward. This will be visible on the
   reward card, beneath the title.
-- :guilabel:`Photo`: Add a photo of the reward, which appears on the rewards page. Hover over the
+- :guilabel:`Photo`: add a photo of the reward, which appears on the rewards page. Hover over the
   image square, and two icons appear, a :guilabel:`✏️ (pencil)` and a :guilabel:`🗑️ (garbage can)`.
-  Click the :guilabel:`✏️ (pencil)` icon and a file explorer appears. Navigate to the photo file,
+  Click the :guilabel:`✏️ (pencil)` icon, and a file explorer appears. Navigate to the photo file,
   then click :guilabel:`Open` to select it.
 
-The only required fields are the :guilabel:`Product Name`, :guilabel:`Company`, and
+The only required fields are the :guilabel:`Product Name`, :guilabel:`Company` (if applicable), and
 :guilabel:`Description`.
 
 .. image:: referrals/rewards.png
@@ -596,14 +445,15 @@ Redeem rewards
 
 To redeem points for a reward, click the :guilabel:`Rewards` button on the main Referrals dashboard.
 All the configured rewards are listed in individual reward cards. The points required to purchase
-the reward is listed in the top right corner of the card. If the user has enough points to purchase
+the reward is listed in the top-right corner of the card. If the user has enough points to purchase
 a reward, a :guilabel:`🧺 (basket) Buy` button appears at the bottom of the reward card. If they do
 not have enough points for a reward, the reward card displays :guilabel:`You need another (x) points
 to buy this` instead of a buy button.
 
-Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A confirmation pop-up
-appears, asking if the user is sure they want to purchase the reward. Click :guilabel:`OK` to
-purchase the item, or :guilabel:`Cancel` to close the window and cancel the purchase.
+Click the :guilabel:`🧺 (basket) Buy` button on a reward to purchase it. A :guilabel:`Confirmation`
+pop-up window appears, asking if the user is sure they want to purchase the reward. Click
+:guilabel:`OK` to purchase the item, or :guilabel:`Cancel` to close the window and cancel the
+purchase.
 
 After :guilabel:`OK` is clicked, the pop-up window closes, and the points used to purchase the
 reward are subtracted from the user's available points. The rewards presented are now updated to
@@ -619,14 +469,14 @@ reflect the user's current available points.
 Levels
 ======
 
-The referrals application has pre-configured levels that are reflected in the user's avatar on the
+The *Referrals* application has pre-configured levels that are reflected in the user's avatar on the
 Referrals dashboard. As a user refers potential employees and earns points, they can *level up*,
 much like in a video game.
 
 Levels have no functional impact on the performance of the application. They are solely used for the
 purpose of adding achievement tiers for participants to aim for, gamifying referrals for the user.
 
-The user's current level is displayed at the top of the main Referrals application dashboard,
+The user's current level is displayed at the top of the main *Referrals* application dashboard,
 directly beneath their photo, in a :guilabel:`Level: X` format. In addition, a colored ring appears
 around the user's photo, indicating how many points the user currently has, and how many additional
 points they need to level up. The cyan colored portion of the ring represents points earned, while
@@ -635,17 +485,17 @@ the white colored portion represents the points still needed before they can lev
 Modify levels
 -------------
 
-Only users with :guilabel:`Administrator` rights for the Recruitment application can modify levels.
-The pre-configured levels can be seen and modified by navigating to :menuselection:`Referrals app
---> Configuration --> Levels`. Each avatar appears in the :guilabel:`Image` column, and the
-corresponding level number appears in the :guilabel:`Level Name` column. The default images are of
-Odoo superheroes, and each level adds an additional element to their avatar, such as capes and
-shields.
+Only users with :guilabel:`Administrator` rights for the *Recruitment* application can modify
+levels. The pre-configured levels can be seen and modified by navigating to
+:menuselection:`Referrals app --> Configuration --> Levels`. Each avatar appears in the
+:guilabel:`Image` column, and the corresponding level number appears in the :guilabel:`Level Name`
+column. The default images are of Odoo superheroes, and each level adds an additional element to
+their avatar, such as capes and shields.
 
 To modify a level's image, name, or points required to reach the level, click on an individual level
-in the list to open the level form. Click :guilabel:`Edit` to make modifications.
+in the list to open the level form, then make modifications.
 
-Type in the name or number of the level in the :guilabel:`Level Name` field. What is entered is
+Type in the name (or number) of the level in the :guilabel:`Level Name` field. What is entered is
 displayed beneath the user's photo on the main dashboard when they reach that level. Enter the
 number of referral points needed to reach that level in the :guilabel:`Requirements` field. The
 points needed to level up are the total accumulated points earned over the lifetime of the employee,
@@ -653,11 +503,13 @@ not additional points from the previous level that must be earned.
 
 If desired, the :guilabel:`Image` can also be modified. Hover over the image to reveal a
 :guilabel:`✏️ (pencil)` icon and :guilabel:`🗑️ (garbage can)` icon. Click the :guilabel:`✏️
-(pencil)` icon and a file explorer window appears. Navigate to the desired image file then click
+(pencil)` icon, and a file explorer window appears. Navigate to the desired image file, then click
 :guilabel:`Open` to select it.
 
-Once all changes have been made, click the :guilabel:`Save` button to save the changes, or click the
-:guilabel:`Discard` button to revert to the original information.
+The level form saves automatically, but can be saved manually at any time by clicking the *save
+manually* option, represented by a :guilabel:`(cloud upload)` icon, located in the top-left corner.
+To cancel any changes made, click the :guilabel:`✖️ (Discard all changes)` icon to delete any
+changes, and revert to the original content.
 
 .. image:: referrals/levels.png
    :align: center
@@ -666,10 +518,10 @@ Once all changes have been made, click the :guilabel:`Save` button to save the c
 .. warning::
    It is not advised to edit the images. An image file must have a transparent background in order
    for it to render properly. Only users with knowledge about transparent images should attempt
-   adjusting any images in the Referrals application.
+   adjusting any images in the *Referrals* application.
 
    Once an image is changed and the level is saved, it is **not possible** to revert to the original
-   image. To revert to the original image, the Referrals application must be *uninstalled then
+   image. To revert to the original image, the *Referrals* application must be *uninstalled then
    reinstalled.*
 
 Level up
@@ -700,7 +552,7 @@ points required.
 Alerts
 ======
 
-In the Referrals application, it is possible to post a message, also referred to as an *alert*, at
+In the *Referrals* application, it is possible to post a message, also referred to as an *alert*, at
 the top of the dashboard to share important information with users. These alerts appear as a thin
 semi-transparent banner, with the word :guilabel:`New!` appearing on the far left. The text for the
 alert is in the center of the banner, and on the far right side is an :guilabel:`X`.
@@ -708,7 +560,7 @@ alert is in the center of the banner, and on the far right side is an :guilabel:
 Alerts appear on the main dashboard for the specified time configured on the individual alert. If a
 user does not wish to see a specific alert again, click the :guilabel:`X` in the far right side of
 the alert. This removes the alert from the dashboard and will not appear again, even when opening
-the Referrals application for the first time in a new session.
+the *Referrals* application for the first time in a new session.
 
 .. image:: referrals/alerts.png
    :align: center
@@ -717,29 +569,29 @@ the Referrals application for the first time in a new session.
 Create an alert
 ---------------
 
-Only users with :guilabel:`Administrator` rights for the Recruitment application can create alerts.
-To add a new alert, navigate to the :menuselection:`Referrals application --> Configuration -->
-Alerts`.
+Only users with :guilabel:`Administrator` rights for the *Recruitment* application can create
+alerts. To add a new alert, navigate to the :menuselection:`Referrals application --> Configuration
+--> Alerts`.
 
 Click :guilabel:`Create` and a blank alert form loads. Enter the following information on the form:
 
-- :guilabel:`Date From`: The date the alert starts. On this date, the alert will be visible on the
+- :guilabel:`Date From`: the date the alert starts. On this date, the alert will be visible on the
   dashboard.
-- :guilabel:`Date To`: The date the alert ends. After this date, the alert will be hidden from view.
-- :guilabel:`Company`: The current company populates this field by default. To modify the company
+- :guilabel:`Date To`: the date the alert ends. After this date, the alert will be hidden from view.
+- :guilabel:`Company`: the current company populates this field by default. To modify the company
   the alert should be displayed for, select the company from the drop-down menu. If this field
-  remains blank, the alert is visible to everyone with access to the Referrals application. If a
-  company is specified, only user's within that company (who also have access to the Referrals
-  application) will see the alert.
-- :guilabel:`Alert`: Enter the text for the alert. This message appears inside the alert banner on
+  remains blank, the alert is visible to everyone with access to the *Referrals* application. If a
+  company is specified, only user's within that company (who also have access to the *Referrals*
+  application) will see the alert. This field only appears when in a multi-company database.
+- :guilabel:`Alert`: enter the text for the alert. This message appears inside the alert banner on
   the main dashboard.
-- :guilabel:`On Click`: There are three options for the alert. Click the radio button next to the
+- :guilabel:`On Click`: there are three options for the alert. Click the radio button next to the
   desired selection. The options are:
 
-  - :guilabel:`Not Clickable`: The alert only displays text, there is no link to click.
-  - :guilabel:`Go to All Jobs`: The alert contains a link that when clicked, navigates to the
+  - :guilabel:`Not Clickable`: the alert only displays text, there is no link to click.
+  - :guilabel:`Go to All Jobs`: the alert contains a link that when clicked, navigates to the
     website with all the currently posted job positions.
-  - :guilabel:`Specify URL`: The alert contains a link to a specific URL, that when clicked,
+  - :guilabel:`Specify URL`: the alert contains a link to a specific URL, that when clicked,
     navigates to that URL. When selected, a :guilabel:`URL` field appears below the :guilabel:`On
     Click` section. Enter the URL in the field.
 
@@ -752,9 +604,10 @@ Click :guilabel:`Create` and a blank alert form loads. Enter the following infor
 Reporting
 =========
 
-Only users with :guilabel:`Administrator` rights for the Recruitment application have access to the
-Reporting feature in Referrals. To access the reports, click :menuselection:`Referrals application
---> Reporting`. The main view is the Reporting Dashboard view, which contains three sections.
+Only users with :guilabel:`Administrator` rights for the *Recruitment* application have access to
+the Reporting feature in *Referrals*. To access the reports, click :menuselection:`Referrals
+application --> Reporting`. The main view is the Reporting Dashboard view, which contains three
+sections.
 
 In the top portion of the window, the report displays a bar chart of how many referred candidates
 are hired, and how many are still in the hiring pipeline. The candidates are further divided by
@@ -775,4 +628,4 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic
 
 .. note::
    The spreadsheet is stored in the *Documents* application. This application needs to be installed
-   in order to use the :guilabel:`Insert in Spreadsheet` option.
+   to use the :guilabel:`Insert in Spreadsheet` option.