Identify Formatting Changes
Common formatting changes that recipients might see include:
Apostrophes or extra symbols being added to words.
Changes in font style, size, or spacing.
Extra padding or spacing around text areas.
📌 Note:
These issues do not appear in the sender’s view but are visible in the final email received by the recipient.
Understand Why Formatting Changes Occur
The issue occurs when formatted documents, such as Word or PDF files, are converted into HTML for email delivery. During this process:
The HTML converter may add spaces or padding in empty text areas.
Using Text Areas instead of tables in document layouts can cause borders and alignment shifts.
Style mismatches between the original document and HTML may cause font or character inconsistencies.
📌 Note:
These technical conversions are outside the scope of standard support assistance.
Resolve or Prevent Formatting Issues
Avoid using Word or PDF documents when creating templates or merging fields.
Instead, build templates directly within Access Recruitment CRM using plain text or HTML-friendly formatting.
If your organization relies on formatted templates, contact your Customer Success Manager (CSM) for further review and guidance.
⚠️ Important:
Support teams cannot directly resolve formatting issues caused by document-to-HTML conversion. Your CSM can assist with template redesign or alternative configuration options.
💡 Best Practices
Create and test templates within the CRM environment before sending to candidates or clients.
Use simple, consistent font styles that are supported in email HTML.
Replace Word-based templates with system-native templates to maintain layout control.
Review email previews before sending bulk communications.
🤔 FAQs
Q1: Why does the formatting only change for the recipient?
Answer: The email system converts templates into HTML for sending, which can alter spacing and characters only in the recipient’s view.
Q2: Can support fix this formatting issue?
Answer: No. The conversion process is outside the support scope, but your Customer Success Manager can help identify alternatives.
Q3: What is the best way to avoid this issue?
Answer: Create templates directly in Access Recruitment CRM using plain text or HTML-based formatting instead of importing Word or PDF documents.