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| quick_guides-6 [2013/05/01 10:26] – barbara | quick_guides-6 [2022/06/03 15:35] (current) – Catherine Riddell |
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| Candidates can be selected by checking the Select box on the right or selected by Progress State once in the Send CV wizard. | Candidates can be selected by checking the Select box on the right or selected by Progress State once in the Send CV wizard. |
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| {{:send_cvs_from_shortlist.png|}} | {{ ::vacancyshortlist.png?nolink |}} |
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| Click the <key>Send CVs</key> button to open the send CV wizard. | Click the <key>Send CVs</key> button to open the send CV wizard. |
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| {{:2_cv_send.png|}} | {{ :sendcv.png?nolink |}} |
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| Check the defaults in the Contact Details.\\ \\ In the CVs to Send section, select the radio button for either sending by selected, state or the whole list - this refers to the candidates in the short list.\\ \\ The Action Date and State will be updated automatically once the CVs have been sent, use the <key>Change</key> button if you want to change the new action date and/or state.\\ \\ Click <key>OK</key> which will open a Contact Event form showing the Attached CVs tab. | Check the defaults in the Contact Details.\\ \\ In the CVs to Send section, select the radio button for either sending by selected, state or the whole list - this refers to the candidates in the short list.\\ \\ The Action Date and State will be updated automatically once the CVs have been sent, use the <key>Change</key> button if you want to change the new action date and/or state.\\ \\ Click <key>OK</key> which will open a Contact Event form showing the Attached CVs tab. |
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| {{:1_cv_send.png?350|}} | {{::sendcvs.png?nolink|}} |
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| If a Candidate does not have a CV in their record it will show as <color red>Missing CV</color> against the Candidate. It is possible at this point to go to the Candidate record and arrange a CV, then return to the Contact Event, Update and continue. | If a Candidate does not have a CV in their record it will show as <color red>Missing CV</color> against the Candidate. It is possible at this point to go to the Candidate record and arrange a CV, then return to the Contact Event, Update and continue. |
| You can also attach any documents that are stored in the Company or Vacancy documents tab, click <key>documents</key> and select the relevant one. <key>Send</key> | You can also attach any documents that are stored in the Company or Vacancy documents tab, click <key>documents</key> and select the relevant one. <key>Send</key> |
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| Go back to [[3_quick_guides|Quick Guides/How to]] | ===== To email CVs without envoking Word or AXWWriter ===== |
| | If enabled by your Agency it is possible to send CVs from a vacancy shortlist without having it reformatted by opening in the Word Processor (MS Word or AXWWriter) as part of the process. If the general setting is set to Yes the 'Send without updating' option on the send email dialog will be ticked, meaning that CVs will be sent without any embedded merge fields being updated by the word processor. This can be useful if merge fields are not used and you wish to avoid any reformatting. <ifauth @technical> To enable this feature set general Setting - group of Settings number 3320 to Y.</ifauth> |
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| | Go back to [[3_quick_guides|Getting Started]] |