Create and email document to Me
This will create and automatically email the document to the user’s registered Email address
Create and email document to Candidate
This will create and automatically email the document to the Candidate contact associated with the word merge action
If there is no candidate associated then it will error.
Create and email document to Client
This will create and automatically email the document to the Client contact associated with the word merge action
If there is no client associated then it will error
There are editable email templates (which the user will have to create) which will allow the user to customise what is emailed out to the User, Candidate or Client
These templates are named:
Email Template User – Word Merge Template
Email Template Candidate – Word Merge Template
Email Template Client – Word Merge Template
The user can edit the subject, body and signature of the message but the document filename and type will remain system generated
If the user does not have an email template set up, an automatic system generated email will be sent out.
