The formatting issue typically arises when content is copied across from sources such as Outlook or Word. These can sometimes have hidden formatting that is not compatible with Access Recruitment CRM.
To correct any instances where items like fonts are inconsistent you can edit the affected templates via your template manager
Click Options, then click Manager.
Click Documents and then click Template Maintenance.
and compose the text directly in the template editor, rather than copying/pasting directly from other sources.
Alternatively, if your template is producing unexpected results because of unsupported formatting, you can correct it by editing the template as follows:
Click Options, then click Manager.
Click Documents, then click Template Maintenance.
Find the template you wish to edit.
Click the three-dot menu β and click Edit Template Details.
Click Download Document then close the Edit Template Details screen.
Open the downloaded document.
Copy all the text in the document.
Open a new Notepad file and paste the text.
Re-copy all the text from the Notepad and paste it into a new Word document.
In the Word document, click File then click Save As, select your location, type the new name and choose Rich Text Format (*.rtf).
Go back into the Edit Template Details screen for the template.
Click Upload Document.
Find your new document, select it and click Open.
Click the Details tab and tick the Merge box.
Click Save.
The new document replaces the old template. You now have to insert the merge fields as these have been lost in the download and upload process. To do this, click Preview / Edit Form or Edit from the Template Maintenance screen.
π Note: A .pdf document uploaded to the Template Editor displays incorrectly, loses formatting and layout because the editor is not able to edit .pdf files. If you click the download button and then open the downloaded file, you will see it displays correctly.