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Templates

Setting up, using and managing templates.

1 author9 articles
Unable to send documents - get 'MERGE ERROR'When trying to send out documents an error is returned: MERGE ERROR: Details : The operation could not be performed. An unexpected error has occurred. (01-0307)
Template Editor changes numbering, bulleting or indents on Microsoft Word documentsThis article explains what to do if numbering, bullets or indents change after importing or pasting a document into Template Editor.
Unable to insert merge field into templateThis article explains what to do if, when editing a template, you are unable to insert a merge field -  when you click Insert Merge Field nothing happens.
Create a Basic TemplateThe purpose of this article is to provide guidance on how to create a basic template.
Failed to save the file - Error (1-1D09)This article explains what to do if you get the following error: Failed to save the file Details: The operation could not be performed. An unexpected error has occurred. (1-1D09)
Create a CV templateThis article explains what to do if the CV template does not appear as an option when trying to select it on an applicant record.
Assign a template to a userThis article explains how to assign a template to a new user who is not able to see certain templates.
Template editor - The system cannot find the file specifiedWhen you click Launch External Editor in Template Editor, you receive the error: An unhandled Exception has occured. Details : The system cannot find the file specified
'Unhandled Exception has occurred' when opening or creating a Stored DocumentThis article explains what to do if you get this error when opening or creating a stored document: An unhandled Exception has occured. Details : Object reference not set to…