Instead of creating correspondence templates from scratch, you can also simply copy them in case you wish to only make minor changes to the content of the new correspondence template. Please note that system correspondence templates cannot be copied.


Note

The described step can also be applied to correspondence templates in the d.vinci Applicant Tracking.


Required permissions

  • Create correspondence templates


Proceed as follows:

  1. Open the page Correspondence Templates.
  2. Click the icon in the template that you want to copy to display its details.
  3. Click the copy button to duplicate the template.
  4. The page Correspondence template with details of the new template is displayed. The addition "copy" has been added to its name.
  5. Properties, content, and also attachments of the copy are identical to those in the original template. By clicking the icon, you can edit the properties and content as needed, and upload/delete attachments.