If you want to send out documents with the CVs, such as a terms of business document, you firstly need to add the document as a template in the Template Maintenance screen.
The next step is to then link the document to the CV send process:
Click Options then click Manager
Click Documents and then click CV Send Activity Setup
Click the CV Activity tab
The CV Send Activities screen opens. Click the New β icon
The CV Send Activity Setup screen opens
Add the template's details to the screen:
Description
Template based on
Always use this template
Template Owner (Applicant, Client or Contact)
Create When (Every Batch, Every CV or Only Once)
click Save
Next, click On CV Send setup tab (where you specify when you want the document to be attached)
Job with Criteria
No Job Specified
With Any Job
If you choose Job with Criteria, select the Employment Type and Position Attribute
Now, click the β icon (AddCVSendDocDefinitionMaps) to Add Activity. All the available documents present in the CV Send Activity Setup screen will be listed
Highlight the document and click Select
Add each document, one at a time, to each CV send scenario
