Data Consent System (GDPR)

Applicantextra now has a powerful data consent system to help you keep track candidate and contact data usage permissions. After asking some key questions about your database, the system group candidates and contacts your answers and will then email them an automated data consent questionnaire laying out what your organisation needs their data for, how […]

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Automailer Template Editor

Side menu -> Admin -> Automailer -> view -> Edit. From this screen, users can edit named Automailer templates and also attach default documents to them as well as format the text of the templates. Automailer templates created here are then available in the automailer content drop down menu. Templates have a powerful data tagging […]

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Bookmarks

The bookmark system in ApplicantExtra is a powerful way of temporarily holding individual records in named folders for later use. Folders can be used as a criteria to filter lists and searches throughout the system. As an example, a user may want to keep a folder of bookmarks for candidates that they have personally vetted and are ready […]

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How to create an Automailer Template

There are two methods of creating AutoMailer Content Templates, one is from within AutoMailer itself by simply writing some content and then clicking the Save As button. This will ask you for a name for the template and will then save it as a My Template in content drop down list. It will only be […]

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How to change my email signature

You can create your own signature by clicking the Side Menu->Admin->Automailer. Click Go to Signature Templates and the following window appears. To add your own signature, click Add (under My). You will get a window where you need to enter a title for the signature.   You can add your signature content before or after […]

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Auto Mailer – Master Template Editor (Edit Mode)

Note – See Auto Mailer template for information on opening this page. Title – Enter a name for this template. Subject – Set a subject for the template. Attachment – An area to upload files that you want attached by default in the template. Click the button and you will be able to upload and attach files […]

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Admin – Auto Mailer Template

You can open this page by clicking Side Menu->Admin->Automailer. In this page, you can define the master template based emails, letters, and faxes that can be accessed by anyone using the system. Personal templates are created and accessed from within the Auto Mailer under My Templates. This page contains a set of tabs involving system scenarios to […]

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Admin – Client Type

You can open this page by clicking the Side Menu->Admin->Client Type. This page allows you to define the client types. You can enter a name for the client type and click Save to add to the list. To edit a client type, click Modify corresponding to the entry. In the Modify Client Type window, enter the name […]

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Admin – Availability

You can open this page by clicking the Side Menu->Admin->Availability. This page allows you to modify the availability entry in the Candidate records. You can add a new entry by entering an availability name and then clicking Save. To edit an entry, click Modify to make your correction and then click Save or Archive to save […]

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