How do merge documents work?

Create the document in Word and include merge tags where appropriate.

Ensure that the merge tags in the document match the merge tags in the system. You can check this by hovering over the chain icon next to the question when you edit a form e.g. [FirstName]

Upload the document to the File Library and ensure that the type is Merge Document.

Attach the file to an email template. When the email is sent, the system will automatically match the merge tags and attach the finished document as a PDF.

If the email template is sent to a recruiter, the document will also be attached as a Word file. This allows the recruiter to make any fine adjustments.

All completed merge documents are available to download / view in the candidate's record card.