Views:

Once you have created your Document Templates and Uploaded the Template you should now be able to run the document within Hotlist.

Depending on what was selected as the Filter by entity, when creating the document, will depend on where the document will appear within Hotlist - i.e. if Applicant was selected when creating the template, you can run the document in Applicants, or if Vacancy was selected, you will be able to run the document in Vacancies.

 

Running Document Templates

Applicant

You can run the Applicant documents from either:-

 

Clicking on the Applicants Sidebar option.

Selecting the relevant Applicant (tick the box next to their name)

Select Word Template from the tool bar menu bar at the top (you may need to click on the ellipses to see this option) or

 

 

Click into an Applicants profile.

Select Word Template from the tool bar menu bar at the top (you may need to click on the ellipses to see this option).

 

Any document template that was created with the Applicant entity and has been uploaded should appear in the Word Templates section.

 

Click on the document to open it.



Vacancy

You can run the Vacancy documents from either:-

 

Clicking on the Vacancies Sidebar option.

Selecting the relevant Vacancy (tick the box next to the Vacancy name)

Select Word Template from the tool bar menu bar at the top (you may need to click on the ellipses to see this option) or

 

 

Click into an Vacancy profile.

Select Word Template from the tool bar menu bar at the top (you may need to click on the ellipses to see this option).

 

Any document template that was created with the Vacancy entity and has been uploaded should appear in the Word Templates section.

 

Click on the document to open it.

 

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