TABLE OF CONTENTS

The articles for onboarding are currently being updated. Errors, missing links etc. will be corrected in the next few weeks. 


Correspondence templates are the content of the emails that you send to onboardees yourself. This is to be distinguished from system correspondence templates, which are sent by the system for certain outboxes.


Note

This article concerns d.vinci onboarding. There is an article of the same name Creating a correspondence template for d.vinci applicant management.

You can create correspondence templates if at least one template layout has been created beforehand.


Create correspondence templates


Required rights  

  • Create correspondence templates


Proceed as follows:

  1. Open the page Correspondence templates.
  2. Click on the button  Create. The input form Correspondence Template is displayed.
  3. Fill in the input form:
    How to fill in the input form can be found in the main article: Correspondence templates
    • Name
    • Organisational unit
    • Template layout
    • Language
    • Subject 
    • Content
  4. Click on the Create button to save the changes. The Correspondence template page is displayed.

Copy correspondence templates

You can also simply copy correspondence templates instead of creating them if you only need to make small changes to the content of a new template. Ssystem correspondence templates cannot be copied.


Required rights  

  • Create correspondence templates


Proceed as follows:

  1. Open the page Correspondence templates.
  2. Click on the name of the correspondence template you want to copy. The page of the same name with the details of the correspondence template is displayed.
  3. Click on the  Copy button to duplicate the template. The Correspondence template page with details of the new template is displayed. The addition "(Copy)" has been added to the name.

Note

Properties, content and attachments of the copy are identical to the original template. By clicking on the edit icon, you can edit the correspondence template and upload/delete attachments.