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 ✚ 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 ✚ 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.