Existing templates can be amended by Allsorter's Customer Success team or the org admin or org manager of your account, provided they have the requisite permissions.
Here is a brief guide for Template Management in Allsorter.
Guidance for All Accounts
Our expert Customer Success team is here to assist with editing or amending any existing templates in Allsorter. Want to change your template? Just let us know!
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Decide the changes you would like to be made
- Export a fully populated test CV from Allsorter in DOCX format using the template you want to edit and make the changes in Word. You can also list out the edits required
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Contact our expert Customer Success Team with the updated file/list of edits
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Our team will swiftly make the required changes for you to approve
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You’re all set!
Need further adjustments? Don’t hesitate to reach out to our team - we are always happy to assist.
Guidance for Self-Managed Accounts or Accounts with Template Access Enabled
Users with org admin or org manager permissions in self-managed accounts created directly via an invite link and accounts with Template Access enabled can amend their templates themselves.
Quick note: Use Allsorter's pre-set template tags so the correct data is extracted and populated into your output document.
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Use the left hand side menu to navigate to Account/Settings using the cog icon.
- Navigate to the Templates section and select the template you wish to edit.
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Download the file to your local device.
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Open and edit the file in
.docxformat. -
Once edits are complete, upload the updated file back into the system.
Find additional guidance on template management and template building here.
If your account does not fall into these two categories, please contact the Customer Success team for any changes to template settings. The team will make these edits for you.