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We have to use a matrix to identify the title of the document in PageUp and what the offer letter contents are. We can't put this info in to the title of the document because the title displays to the candidate, and we don't want that. It would be great if every offer letter was titled 'Offer Letter' on the candidate portal so that we can put the pertinent offer letter info in to the document title.
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What is the business process you are trying to achieve?
We want to no longer have to use generic names for all of our offer letters and use a matrix |
Disregard...I do see it now. At the file level! THANK YOU for this improvement!
I do not see information about this in the knowledge portal article you mention below....and I don't see a public name in the offer letter set up.
We have recently completed development that should solve this problem. Clients now have the ability to add a 'public title' against merge documents. This means that you can label your documents in any way you like to help your users better identify the contents of the letter while still maintaining a user friendly document name when issued out to applicants. The public name also supports the automatic merging of the applicant's first and last name should you want to add this into the title of their offer letter.
This change is currently out on BETA and scheduled for LIVE deployment on September 1st 2021. You can find more information on our release notes in the knowledge portal - https://knowledgeportal.pageuppeople.com/article/product-development/#public-filenames-for-merge-documents-scheduled-for-live-1-sep-2021