Create and upload a new Mail Merge template

  1. Create a basic document outside your system (for example, in Microsoft Word).

  2. Go to Recruitment> Lookup Tables.

  3. At the top of the screen, select Mail Merge.

  4. From the dropdown beside Create New, choose the appropriate action or stage.

  5. From the Actions dropdown, select Mail Merge Field Selector.

  6. The Mail Merge Field Selector screen displays, showing the fields for the selected stage or action, together with other preformatted options (top right-hand side).

  7. Select each field and list option to include in the mail merge template. The options selected are marked with a tick icon and display in the box at the bottom right-hand side.

  8. Once you have selected all required fields, copy the names from the box at the bottom right-hand side.

  9. At the bottom of the screen, select Close.

  10. Paste the field names into your template document, format the document as required, and then save it in RTF format.

  11. Go to Recruitment > Lookup Tables.

  1. At the top of the screen, select Mail Merge.

  2. From the dropdown menu beside Create New, select the appropriate action or stage.

  1. Select Create New and complete the screen, using this table as a guide:

    Field Description
    Name Enter a name for the mail merge template.
    Description

    Select the appropriate document description from the dropdown menu. Go to Recruitment > System Tools > Lookup Tables > General > Document to configure the options available for selection. See

    Create a new General option for more information.

     
    Notes Enter any additional information about the mail merge template.

  2. Select Save.

  1. Select Browse and choose the template document you have just created. Ensure to use a RTF format for the document.

  2. Select Upload.