Correspondence templates are pre-written texts for repeated message sending. Using correspondence templates ensures message texts remain consistent and reduces errors. They are embedded in format templates, which act as a kind of signature or framework and can include placeholders.
Note
This article refers to d.vinci Applicant Management. There is an article with the same name Create Correspondence Template for d.vinci Onboarding.
Required rights: Create correspondence templates
Proceed as follows:
- Open the page Correspondence Templates. The page of the same name will be displayed.
- Click the button Correspondence Template. An input form will be displayed.
- Fill out the input form. For tips on filling out the form, see the main article: Correspondence Templates
- Organizational Unit
- Language
- Name
-
Available At
- Target Status
- Template Layout
- Questionnaire
- Subject
- Body
- Click the button Create to save the entries. The Correspondence Template page with the previously entered details will be displayed.
The information can be edited using the edit icon , duplicated using the Copy button, or deleted using the Delete button.
Optionally, a file can be attached in the Attachments tab to be sent with the correspondence.
See: Correspondence Templates - Add Attachments
This article is part of the following guides:
Getting Started with Correspondence Templates