Using Formatted Documents and Branded Resumes on-the-go with 1Staff

In our last post, we reviewed the steps required to administer, develop, and distribute Branded Documents with 1Staff CRM

Formatted Sendouts (often referred to as branded resumes or blind resumes) can not only speed up your time to submit and improve fill ratios, but they provide your customer with a more consistent, branded experience.  The downside is they can also be time consuming to create and maintain.  1Staff changes that by letting your recruiters create them as needed in Microsoft Word.

1Staff powered by Dynamics 365 allows you to:

  • Create unlimited sendout/branded resume documents with custom logos and colors
  • Have recruiters design them in Word without IT assistance
  • Automatically attach key on-boarding and compliance documents to them (such as a license, certification, or other on-boarding documents)

With this feature set-up, you can enhance the effectiveness of your team no matter where they go by utilizing these features through a mobile platform. The following guide will review the steps needed to implement this feature.

Step 1: Identify Your Profile

Start the Dynamics 365 app on your mobile device and use the Search Button on the top right hand corner to find a Contact/Candidate record.

Microsoft Dynamics 365 Mobile

Step 2: Select Template

In this case I’m going to search for “Aaron” and get a list back of related contacts and I select Aaron Adams (select any contact you have).

Step 3: Select Entity

On the Contact/Candidate record you selected use the Ellipsis (three dots “…”) on the lower right hand corner of your phone to open the menu.

Step 4: Additional Data

From the Menu Select “Word Templates” just like you would do in the the full web version of Dynamics 365 and 1Staff.

Step 5: Developer Tab

This is going to open a Word document to your screen (if you have Word on your Phone which you would have available to you as part of your Office 365/1Staff Subscription if you are a 1Staff Cloud Customer).  Don’t worry that the formatting doesn’t seem to look exactly right.  When the email is sent the boxes around the fields will be hidden and the document will look just like the one you created from Dynamics 365 Online/1Staff.

Step 6: Adding Fields

In this case we are using an Iphone to send the message as an Email.

Step 7: Talk to Text

When using the iPhone to send an email you can take advantage of the Talk to Text feature to create an email.

Step 8: Document Delivery

When the attachment is received note that the formatting of the document is still as professional as the one we created in this blog post.

INSIDER RESOURCE:

To accelerate your implementation, request example templates (email: [email protected]).  From there, you can skip right to Step 14 and update with your company branding!

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