Overview
This article focuses on familiarizing you with the Document templates, what these are used for and how to manage the same
What are Document Templates?
Document Templates represent a document format to be shown to the Applicant on their Dashboard, or we can show it only to the backend users.
This document could be a
- Offer Letter which mentions details about the course or campus offered for the Applicants.
- Provisional Offer Letter which mentions details about the criteria to be met for the applicant to get a confirmed offer.
- Print out the Application Form submitted by the Applicants.
- Payment Receipts for all transactions done by the Applicants.
- Exam Admit Card or GDPI Call Letters which display the respective Applicants Exam Venue, Date, Time Slot, and Photograph.
- Result Card showing the Scores as well as the Rank of the Applicants.
- Attendance sheet that the Invigilators are using at the Centre.
Why Document Templates?
If we look at the past, we have had times when Institutes used to send Documents via Courier and other offline mediums. This process was challenging as
- It involved tracking
- Not delivered on time
- Need to be carried as a hard copy\
- Issue of misplacement
What is a Manage Document/Template?
Manage Document/Template is a centralized place wherein you can manage all your Documents/Templates which are either visible to the applicant on their dashboard or which is used by the Institute/User.
Manage Document/Template helps you to:
- View all the Documents/ templates created
- Create a new Document/Template
- Define if you want to show the same as a PDF to the Candidate or on the Dashboard
- Define the orientation whether it is Landscape or Portrait
- Sequence the Documents to be shown on the Dashboard
- Edit Document/Template
- Copy a Document/template and create a new one with ease
- Mark a Document/template as Active or Inactive
- Delete Document/Template that is no longer in use