You can seamlessly use custom fields from candidates, contacts, companies, and jobs as wildcards within Vincere's Document Builder, allowing you to personalize and automate your document creation process.
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⭕ How to Create a Custom Field Wildcard
Navigate to Field Configuration:
Go to Settings > Field Configuration.
Select the appropriate field type (candidate, contact, company, or job).
Enable the Wildcard:
Scroll down to the created field.
Check the box to enable the wildcard.
Input Wildcard Details:
Provide the Wildcard Title and the Field Name.
Input a key for the wildcard. This key will act as a unique variable (no need to include
#in the key name).
Please refer to the video below for your visual guidance:
⭕ How to Use a Custom Field Wildcard in a Template
Access Custom Wildcards:
In the Document Builder, a new tab labeled Custom will appear in the wildcard area once custom wildcards are enabled.
Search and Insert:
Use the search bar to find your custom wildcard.
Click on the wildcard to insert it into your document.
Please refer to the video below for your visual guidance:
📌 Important Note
You can create a maximum of 50 wildcards.
This makes adding custom information to your documents a breeze, saving time and ensuring consistency. Let us know if you need any further edits!
Happy Recruitment #TheVinnyWay🤩