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Create a CV template

This article explains what to do if the CV template does not appear as an option when trying to select it on an applicant record.

Written by Terence Cassidy
Updated over 2 months ago

To create a template:

  1. On the ribbon, Click Options and then click Document Manager.

  2. Click Template.

  3. On the left of the screen, select the template type called CV Templates.

  4. Next, click New Template.

  5. Add a name and tick the Merge box.

  6. Save and Close the screen and Template Editor opens.

  7. Create the template:

    1. type in titles.

    2. use the formatting options under More (i.e. adding headers and footers, inserting images).

    3. and use the merge field options within the Insert Merge Field screen.

๐Ÿ“Œ Note: You must remember to add onto the template the CV contents merge field. This adds the CV content onto the template. To insert the CV content onto the template select the below merge field:

  • Data Object: Applicant.

  • Qualifier: CV Contents.

  • Data Field: CV.

โš ๏ธ Important: A CV template will always need to be assigned to the CV templates type.

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