Uploading a Merge Document

1. Click the System icon at the top of the screen.
   
   
   
   
   
2. Click the Merge Document Templates link
   
   
3. This will take you to the Merge Document Template List.
   
   
   
   
4. Click the + Create Merge Document Template link in the top of the screen.
   
   
   
   
5. This will take you to the Manage Merge Document Template screen.
   
   
   
   
6. Click the Choose File button to select the Merge Document.
   
   
7. Once you have selected the file, type the name of the Merge Document in the field provided.
   
   
   
   
8. Click the Save button in the bottom right hand corner of the screen.
   
   
   
   
9. You will then see a confirmation that the Merge Document has been attached successfully.
   
   
   
   

   The Placeholders will tell you which types of Merge Codes have been accepted by the system. 

   Once the Merge Document has been attached, the best way of testing whether the codes are all intact is by running a merge document for a dummy candidate.

Top