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
Step 2: Select Template
Step 3: Select Entity
Step 4: Additional Data
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.