Recruitment Document Merges

Within the Recruitment Module, you can perform Ad Hoc merges. To do this, you first need to set up the document in Documents and create the document as per the guidance above. The only difference is that you can only create Recruitment Documents in the Recruitment Module and said documents can only use a Recruitment Query as the data source. Please ensure you allow access to the people who will be creating the documents.

Then navigate to an Applicant > ACTION Screen > Add a New Record and choose a template.

Group merges can also be performed within Recruitment by navigating to the Document merge section within Advanced and choosing the document to merge from the Document drop-down field.

These are Ad-Hoc documents that will not be saved anywhere on the system.