ug19-01

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ug19-01 [2021/01/28 16:46] Viola Scottug19-01 [2022/06/28 09:59] (current) Shelley Hunter
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 The documents that you see in this view will depend on what you have been set up for, you see just documents, just compliance documents or both documents and compliance documents. \\ \\ The documents that you see in this view will depend on what you have been set up for, you see just documents, just compliance documents or both documents and compliance documents. \\ \\
 If they are set up select the document pack from the Doc Pack drop down and it will automatically tick all the documents that are to be included in the pack.  Alternatively you can manually select the documents you want to send by ticking the include in this pack box. \\ \\ If they are set up select the document pack from the Doc Pack drop down and it will automatically tick all the documents that are to be included in the pack.  Alternatively you can manually select the documents you want to send by ticking the include in this pack box. \\ \\
-It is possible to include an additional report and this can be selected from the Add Extra Reports button (the name of this button can be customised so may be called something else in your database. \\ \\+It is possible to include an additional report and this can be selected from the Add Extra Reports button (the name of this button can be customised so may be called something else in your database.  2.22.2+ if the checklist report being included with the document pack requires details from the vacancy you will be prompted to select the relevant Our ref from the drop down menu, pressing cancel will allow this step to be skipped.  This allows the checklist report to pull the required details from the vacancy even if the report is being generated from the person record. \\ \\
 You can choose whether to wrap the documents in one PDF or send as individual documents.  If you are including anything other than a pdf or rtm these will be sent as individual documents and cannot be wrapped up with the other documents. \\ \\ You can choose whether to wrap the documents in one PDF or send as individual documents.  If you are including anything other than a pdf or rtm these will be sent as individual documents and cannot be wrapped up with the other documents. \\ \\
 The Expand button will open the document so it can be previewed, if the document is a report this will be run in real time so the information populated will be what is sent out. \\ \\ The Expand button will open the document so it can be previewed, if the document is a report this will be run in real time so the information populated will be what is sent out. \\ \\
  • ug19-01.txt
  • Last modified: 2022/06/28 09:59
  • by Shelley Hunter