Using Template Attachments

Template attachments can be used as a standardized form from anywhere within the database.  They allow Admins to update forms in one place without emailing new ones to each other.  Examples of why you might want to use a Template Attachment:

• If you have a standard interview form which you fill out for every Candidate
• If you have a reference check form which you fill out for each reference
• If you have a Job Order form or questionnaire which you fill out for each position

How to Create a Template Attachment

To create Template Attachments, first, make sure you have the document to be used as a Template Attachments saved on your computer, then take the following steps:

• Navigate to the Division Module
• Find your Division and open the profile
• Jump to the Template Attachments Anchor
• Click the Upload icon

• Select the file to be saved as a Template Attachment
• Select the Template Class, this indicates the Module where this Template will be available from
• Enter a description (optional)

• Your Template Attachment will be listed

Using Template Attachments

• Once Template Attachments are uploaded, you can access them from the Attachments Anchor within the Module you saved them in
• From the record Profile, jump to the Attachments Anchor
• Click the Add as Template icon
• Select the from the available Template Attachments

• The document will open in the program it was originally created in
• Fill in the form with info specific to this particular record
• Click Save within the Word document
• Close the Word document
• Refresh your Sendouts record
• The Template Attachment will appear in the Profile in the Attachments Anchor

The document saved will include any edits made to the original Template Attachment, but the original will always be available to use in the future.