Document Builder

Customize your CVs, Contracts, Offers, Invoices and more with our doc builder

James avatar
Written by James
Updated over a week ago

What is the document builder?

Vincere's native document builder allows you to create beautifully branded documents to share with both your candidates and clients effortlessly. Vincere does the heavy lifting by seamlessly embedding wildcards (including custom) to create a range of documents to send out in minutes.

This article is a general overview of Document Builder. For more detailed information click on the link ⏬ to proceed to the article you're interested in:

  1. Formatted CVs/Resumes (More Info HERE)

  2. Candidate Offers/Contracts (More Info HERE)

  3. Candidate Document (More info HERE)

    1. Using Vincere Email HERE

    2. Using SigRequest HERE

  4. Candidate/Client Renewal Contracts (More Info HERE)

  5. Client (Contact) Proposals (More Info HERE)

  6. Client (Contact) Documents/Contracts (i.e. NDA, TOB, MSA) HERE

    1. Using Vincere Email HERE

    2. Using SignRequest HERE

  7. Client Booking (More info HERE) Sending Client Booking (More info HERE)

  8. Interview doc-check declaration (More info HERE) Requesting documents from candidates (More info HERE)

  9. Invoices (Sales/Purchase/Credit/Consolidated) (More Info: Sales and Purchase HERE Credit HERE and Consolidated HERE)

  10. Self-Bill Invoice, More info HERE)

How to get started

1. As a Super User, head into Settings and then choose Document Builder

2. Choose your brand, and you will be presented with a range of document types.

To know more about what Brands are, click here

3. You can then edit the pre-existing templates or create new ones from scratch. There are three main sections to configure:

  • Brands / Doc Types / Templates

  • Document main body

  • Wildcards

4. Templates and where to find them

What are wildcards?

Wildcards are similar to mail-merge fields and automatically pull information from the system and place it in your document. This could be a Candidate's education history or telephone number, for example.

You can use the pre-set Vincere wildcards in your documents and can also create custom wildcards directly from custom fields inside the system, for example reference numbers. You can view more on how to create custom field wildcards HERE

When you've located your desired wildcards, you simply need to move your cursor to the desired area of the document and click on the wildcard. This will then add this directly into the document:

Building your perfect documents

Now that you know how to create your templates and insert wildcards, you're ready to start building documents to perfection! You can start from scratch using the toolbox (pictured below) where you can create tables, images, hyperlinks etc, adjust formatting or if you'd prefer you can paste in a template from Word and just make small adjustments.

Here's some examples below of what you can create, but in reality, the possibilities are endless, we provide the tools for you to create your next masterpiece:

Struggling or need some extra support/ inspiration?

Feel free to request a training session with one of our superstar trainers. In this session, we'll guide you through every step of the process to ensure your templates are set up for success and even provide some ideas and recommendations.

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