Use this guide to locate and edit email templates in the Onboarding Documentation (6) group. Each section below explains what the template is used for and how to find it in Email templates.
How to locate and edit email template 13.1: Request for Onboarding documents → Candidate
Purpose: Use this template when you want to edit the email sent to a candidate to request onboarding documents.
Template Details:
Category: Onboarding Documentation
Template ID: 13.1
Name: Request for Onboarding documents → Candidate
Recipient Type: Candidate
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Onboarding Documentation.
Choose 13.1 Request for Onboarding documents → Candidate.
Select Default variant (or your custom variant).
In the left panel, the group Onboarding Documentation is selected.
The template 13.1 Request for Onboarding documents → Candidate is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 13.2: Reminder for Onboarding documents → Candidate
Purpose: Use this template when you want to edit the reminder email sent to a candidate to submit onboarding documents.
Template Details:
Category: Onboarding Documentation
Template ID: 13.2
Name: Reminder for Onboarding documents → Candidate
Recipient Type: Candidate
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Onboarding Documentation.
Choose 13.2 Reminder for Onboarding documents → Candidate.
Select Default variant (or your custom variant).
In the left panel, the group Onboarding Documentation is selected.
The template 13.2 Reminder for Onboarding documents → Candidate is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 13.3: Reminder for verifiers → User
Purpose: Use this template when you want to edit the reminder email sent to internal users who need to verify onboarding documents.
Template Details:
Category: Onboarding Documentation
Template ID: 13.3
Name: Reminder for verifiers → User
Recipient Type: User
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Onboarding Documentation.
Choose 13.3 Reminder for verifiers → User.
Select Default variant (or your custom variant).
In the left panel, the group Onboarding Documentation is selected.
The template 13.3 Reminder for verifiers → User is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 13.4: Email notification for status update → Candidate
Purpose: Use this template when you want to edit the email sent to a candidate when their onboarding document status is updated.
Template Details:
Category: Onboarding Documentation
Template ID: 13.4
Name: Email notification for status update → Candidate
Recipient Type: Candidate
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Onboarding Documentation.
Choose 13.4 Email notification for status update → Candidate.
Select Default variant (or your custom variant).
In the left panel, the group Onboarding Documentation is selected.
The template 13.4 Email notification for status update → Candidate is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 13.5: Request verification → verifiers
Purpose: Use this template when you want to edit the email sent to verifiers when a verification request is created.
Template Details:
Category: Onboarding Documentation
Template ID: 13.5
Name: Request verification → verifiers
Recipient Type: Verifiers
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Onboarding Documentation.
Choose 13.5 Request verification → verifiers.
Select Default variant (or your custom variant).
In the left panel, the group Onboarding Documentation is selected.
The template 13.5 Request verification → verifiers is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 13.6: Request onboarding doc checks → Candidate
Purpose: Use this template when you want to edit the email sent to a candidate to request onboarding document checks.
Template Details:
Category: Onboarding Documentation
Template ID: 13.6
Name: Request onboarding doc checks → Candidate
Recipient Type: Candidate
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Onboarding Documentation.
Choose 13.6 Request onboarding doc checks → Candidate.
Select Default variant (or your custom variant).
In the left panel, the group Onboarding Documentation is selected.
The template 13.6 Request onboarding doc checks → Candidate is highlighted.
Under it, Default is visible as the variant option.