Difference between revisions of "DocMerge"

From RecruitOnline Help System
Jump to: navigation, search
(Candidates - DocMerge)
Line 128: Line 128:
  
 
If you select to email the merged documents you are taken to the Send Message screen where the merge documents have already been added to the  Documents section (and selected for email) and you can either free type your email message or select from an email template.
 
If you select to email the merged documents you are taken to the Send Message screen where the merge documents have already been added to the  Documents section (and selected for email) and you can either free type your email message or select from an email template.
 +
 +
 +
 +
=Related Pages=
 +
 +
* [[WHS Info]]

Revision as of 05:35, 25 November 2018

About DocMerge

DocMerge is a feature in RecruitOnline that allows the creation of documents based on Your Document Templates (ie existing documents you may use in your business) and data from RecruitOnline - to create a merged (i.e pre-populated) document to send to a candidate or client contact.

Usage

Once Templates have been created they are then added to the ROL system through a config setting - speak to you ROL account manager to have DocMerge enabled for your organisation.

Templates can be made available to one or all divisions in a ROL system.

This means that you can control access to templates based on a ROL users' specific division access. Additionally, you can manage documents that have different branding (eg different logos, addresses etc) by assigning them to different divisions.

DocMerge is available in the following sections;

  • Bookings
  • Candidates
  • Contacts
  • Companies
  • Roster

Bookings - DocMerge

To use the DocMerge feature with bookings - select and open the booking. In the booking Tabs - select DocMerge

You will see the merge templates available to you (remember - these are depending on the division(s) a booking merge template has been assigned to - it if you do not have access to that division you will not see that merge template).


Booking doc merge.jpg


Here you will have a couple of options;

  • Click one (or more) of the select boxes to select the documents to send with an email
  • Click on one of the Download buttons to download a document


If you select to email the merged documents you are taken to the Send Message screen where the merge documents have already been added to the Candidate's Documents section (and selected for email) and you can either free type your email message or select from an email template Manage Email Templates.

Booking email.jpg

Candidates - DocMerge

To use the DocMerge feature with Candidate records find the select the candidate that you wish to use and then click on the Documents tab to see the Candidate's documents. Then select the DocMerge Tab;


Candidate docmerge.png


You will see the merge templates available to you (remember - these are depending on the division(s) a candidate merge template has been assigned to - it if you do not have access to that division you will not see that merge template).

Here you will have a couple of options;

  • Click one (or more) of the select boxes to select the documents to send with an email
  • Click on one of the Download buttons to download a document


If you select to email the merged documents you are taken to the Send Message screen where the merge documents have already been added to the Candidate's Documents section (and selected for email) and you can either free type your email message or select from an email template.

Contacts - DocMerge

To use the DocMerge feature with Contacts records find the select the Contact that you wish to use and then click on the Documents tab to see the documents. Then select the DocMerge Tab;


Contact docmerge.png


You will see the merge templates available to you (remember - these are depending on the division(s) a contact merge template has been assigned to - it if you do not have access to that division you will not see that merge template).

Here you will have a couple of options;

  • Click one (or more) of the select boxes to select the documents to send with an email
  • Click on one of the Download buttons to download a document


If you select to email the merged documents you are taken to the Send Message screen where the merge documents have already been added to the Documents section (and selected for email) and you can either free type your email message or select from an email template.

Company - DocMerge

To use the DocMerge feature with Companies find the select the Company that you wish to use and then click on the Documents tab to see the documents. Then select the DocMerge Tab;


Company docmerge.png


You will see the merge templates available to you (remember - these are depending on the division(s) a company merge template has been assigned to - it if you do not have access to that division you will not see that merge template).

Here you will have a couple of options;

  • Click one (or more) of the select boxes to select the documents to send with an email
  • Click on one of the Download buttons to download a document


If you select to email the merged documents you are taken to the Send Message screen where the merge documents have already been added to the Documents section (and selected for email) and you can either free type your email message or select from an email template.

Roster - DocMerge

To use the DocMerge feature with Rosters you need to first find the company that you wish to create a roster for. Then click on the Casual Management Tab>Current Bookings and click on the DocMerge button.

Roster docmerge.png


Then select the division(s) and Roster date from the options and click the Generate Roster button;


Roster2 docmerge.png


From here you then need to select which of the bookings that you want to include in the merged document and click the Select Template button;


Roster3 docmerge.png



You will see the merge templates available to you (remember - these are depending on the division(s) a roster merge template has been assigned to - it if you do not have access to that division you will not see that merge template).


Roster4 docmerge.png


Here you will have a couple of options;

  • Click one (or more) of the select boxes to select the documents to send with an email
  • Click on one of the Download buttons to download a document


If you select to email the merged documents you are taken to the Send Message screen where the merge documents have already been added to the Documents section (and selected for email) and you can either free type your email message or select from an email template.


Related Pages