Create template placement
- Click 'create placement' (the plus(+) icon next to placements)
- Select 'No company (create a template placement)'
- Enter the information for the new placement and click 'Finish'
The template is now saved.
Using the template placement
- Click 'Files' | 'Placements'
- Click 'New'
- Select the Company
- Select the Contact
- Select the Job order
- Select the Candidate
- Choose the option: 'Create a copy from a placement template (search)'
- Select the created template placement
- Enter the information and click [Finish]
The template placement is now available to create new placements