Quick Print Feature / Mail Merge Field Extensions
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We are looking for a way to quickly print a candidate's information. Specifically, we want to print the following in an easy one-click type action:

- Cover Letter
- Resume
- Questionnaire

Currently, however, in order to print each of these items, it is a cumbersome 5 or 6 step procedure and very time consuming.

QUESTION 1: Is there an easy way to print these items all at once?

Another way we were going to approach this is using email templates. When a candidate applies, we get notifications that the candidate has applied. It would be perfect if we could append to that email the resume, cover letter and questionnaire using the mail merge feature so we could simply print out that email for the above purpose. However, it appears as though mail merge fields are limited to only a few very basic fields.

QUESTION 2: Is there a way to make additional fields/attachments, specifically resume, cover letter and questionnaire available to the email template system?

Thank you in advance.

 
The poster of the following message is an official representative of CATS.

Adding the resume/attachments as a tag for templates is a good idea, I'll see what I can do to make that happen. The print feature is one that's been requested before and we can probably make that happen as well. There are a couple of hurdles with making Word, PDF, etc. formats render-friendly for printing but its nothing we can't tackle.

 

A couple other questions regarding email templates:

1. For some reason, the trigger we've setup to send out an email template on "No Contact" (Status Mapping: Applicant) does not work unless we manually change the status from antohter status to "No Contact." The desired functionality is that the email template goes out when the candidate applies automatically. Any recommendations on what we may be doing incorrectly?

2. Ever since we upgraded to the new workflow system, we don't see our old email templates in the Admin panel, but the templates are still being used (for example, candidate apply->auto-reply email). Where can we find these and is there a different interface for managing these?

ANDREW: regarding your last post - for us, having access to all fields (including attachments, quesitonnaire, etc) would be better than the print capability, if we had to pick one. This would allow us to just generate the email template exactly as we want and then we could simply print the email.

One additional note, if the two trigger actions "Email" and "Send to Review" could be merged in functionality, that would almost be exactly what we need (minus the addition of the questionnaires to the available tags). We like the full customizability of the "Email" action and the fact that it doesn't have all the pre-defined body header that the "Send to Review" emails have. However, we love the capability of sendng attachments with the "Send to Review" email;(

Thanks!


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