The Offer Template Rich Text Editor will work similarly to other word processing tools that you're familiar with. We strongly recommend that you do not copy / paste formatted text from other document sources such as Microsoft Word. If you would like to copy / paste text into the editor, you should paste as plain text and then use the formatting tools provided to ensure your Offer Letter templates retain your intended formatting when rendered as a PDF.
Editing Toolbar Visual Reference
- Font Styles, Font Family & Font Size
- Text Formatting Options (Bold, Italic, Underline, Strikethrough & Text Colour)
- Text Justification, Indentation, Numbered Lists & Bulleted Lists
- Insert Tools (Attachment, Quotation, Image & Table)
- Undo & Redo
- Available Merge Fields
- Insert Page Break
- Insert Segment Logo
Adding Merge Fields
Selected data points captured on the Candidate Profile and the Offer Details form will be available in the Merge Fields dropdown menu.
Note: The Merge Fields "Candidate Acceptance Date" and "Candidate Full Name on Acceptance" are required to publish an Offer Letter Template.
Steps
- Open the Offer Letter Template
- Put the cursor in the area where you would like the Merge Field added
- Click Merge Field button
- Choose the desired merge field
After choosing the merge field, it should appear in a light blue box where your cursor was place.
Adding File Attachments
If you would like candidates to review Additional Documents before accepting their Offer Letter, you can add them to the Offer Letter Template.
Note: If Additional Documents are added to an Offer Letter Template, they must be downloaded by the Candidate before they are able to accept the Offer.
Steps
- Open the Offer Letter Template
- Click the Add button in the Additional Documents section
- Choose the file(s) that you would like to attach to the Offer Letter Template
Tip: If you've made changes to your Offer Letter Template, don't forget to click the Save button on before leaving the page.