This article will go through the different types of templates in RecMan as well as where these can be used.
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Templates: Typically used in agreements (order confirmations, offers etc.), candidate presentations and general documents. You can find these in Settings → Templates → and under Templates.
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Message templates: Can be used for emails. For instance, if you send an offer to a customer using an offer template, you may wish to have a short text describing how they should sign electronically or just have a template for your signature. In this case, you would want to use a message template. These are the templates that are used the most generally. You can find these in Settings → Templates → and under Message templates. You can also set up message templates that are specific to your user. You can find/create these by clicking on your profile picture in the top right corner, clicking on Profile, then under Message templates.
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SMS templates: These are made to enable quick text messaging from the system with a predefined text. For example, a reminder text for registering hours. You can find these in Settings → Templates → and under SMS-template.
Templates and Message templates may use mScript, the merge tag system in RecMan, to automatically fetch information from the system and input it into an agreement or email. By adding these to your templates, you can start to automate your workflow, as a single template can be used to send to thousands of recipients, leaving the information gathering to the system itself. You can read more about mScript here.
Every user has access to templates once created, while Message templates can be limited to some selected co-workers if desired. In a company with different roles and tasks, it’s good to have a small bank of Message templates suited for each co-worker’s needs.