Copying note templates

You can save a copy of a note using a new note name and then update the copy. This facilitates the efficient creation of notes that share content.

  1. Select Talent Acquisition > Template Setup > Note Templates or Talent Acquisition > Administration > Templates > Notes.
  2. Select a note template.
  3. Click Copy.
  4. Specify this information:
    From Note Template
    Specify the name of the template to copy.
    New Note Template
    Specify the name of the new template.
  5. Click Submit.
  6. Specify this information:
    Note Template
    Specify the name of the template.
    Note
    Specify the content of the note.

    To select variable text, right-click the line then click Variables on the menu.

    For example:

    Thank you for your interest in 
{OrganizationName}
    Category
    Select the category to which the template belongs. Categories are used to organize templates by type.
    Active
    Activate the template in the system.
  7. Click Save.