Access REC Consolidated

This article explains how to create a template for your consultants to use and how to create new merge fields in templates in a few easy steps.

Create templates in Access Recruitment CRM

This article explains what to do if, after copying and pasting content from external software, into a template, when sending via email the formatting is off. Layout is wrong, random…

Copied text from external software into a template gives bad formatting

This article explains how to attach a file or document to a template.

Attach a file to a Template

When I try to apply a template with the signature merge field in I get an error saying:
Message 'An error has occurred'

Error message when applying a template that has the email signature merge field included

This article explains how to add a new Job template to the system and where to do it.

Adding a Job template

You can edit your HTML invoice template or HTML eMail template

Change a HTML Invoice Template and corresponding content

Terence Cassidy

Setting up, using and managing templates 

Templates

🔧Status Dashboard

Recruitment Agencies

Access Recruitment CRM

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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