Email templates include dynamic fields we can enter into the template that will auto fill with profile data . Can we include the dynamics field feature in Onboarding/ATS when creating custom tasks and documents templates?
Jonathan Tiffany
| Company | Ajax Paving Industries of Florida |
| Job Title / Role | Business Solutions Analyst |
| I need it... | 12 months |
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Okay, that makes sense. What kind of documents would you use this for?
Thanks!
For responses in custom tasks we can set the response type to "Personal Info Field" and then select the field from Personal Info to populate. I want to be able to automatically populate Documents with personal info using dynamic fields the same way email templates do. These wouldn't be in response to prompts or questions, I want to use dynamic fields in the header and body of documents for signature/acknowledgment.
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Hi There,
We do have the option to populate certain fields based on the Applicant's or the New Hire's personal info that they have already filled out. What kind of dynamic fields were you thinking?
Thank you!