Correspondence templates  are ready-made texts for repeated message sending. By using correspondence templates, message texts are kept consistent and carelessness errors are reduced. They are embedded in template layouts and can be provided with placeholders.


Note  

This article concerns the d.vinci Applicant Tracking System. There is an article with the same name Create Correspondence Template for d.vinci Onboarding.


Required rights  

  • Correspondence Templates create


Proceed as follows: 

  1. Open the page Correspondence Templates. The page with the same name is displayed.
  2. Click on the button  Correspondence Template. The input form is displayed.
  3. Fill in the input form.

    Elements of the input form:
    Mandatory fields marked with *, optional fields without marking.

    • Available At*: Here you can select when the correspondence should be sent. For example, when there is a status change or when you send info.

    • Subject*: Placeholders can be inserted here.

    • Body*: Placeholders can be inserted here via [T]. 

  4. Click on the button  Create to save the entries. The page Correspondence Template is displayed. Here you see an overview of the details entered previously.
    You can edit the details via  , duplicate the template via the  Copy button or remove it via  Delete.
  5. Optionally, you can use the button   Attachment in the Attachments area to select a file to be sent with the correspondence.

This article is part of the following guides:

Guide — Get Started with Correspondence Templates