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Additional Document 'Merge' Fields available for Templates delivered in Adapt 2.10
Additional Document 'Merge' Fields available for Templates delivered in Adapt 2.10

New document 'merge' fields available for documents in the 2.10 release. Special Conditions/Clauses added to Contracts.

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Written by Jackie Read
Updated over 5 years ago

New Document Merge Fields

  • A merge field for 'Website' has been added to the 'Candidate Interview Confirmation Email' template. Please ask your Erecruit Representative to add this in to the your existing template if required.

  • The 'New Client Visit' letter has been updated to include the Job Title and the Contact's Country as merge fields. Note: Please contact your Erecruit Representative to update the NewClientVisit template on your Adapt System to take advantage of this. 

  • The signature merge fields have been removed from the 'Invoice Email' templates. Note: Please contact your Erecruit Representative to update the 'Temp Invoice Email', 'Contract Invoice Email' and 'Perm Invoice Email' templates to take advantage of this. 

  • The 'Send Access Request' workflow template now includes the Salutation field rather than full name. Note:  Please contact your Erecruit Representative to update the 'GDPR Subject Access Request' template to take advantage of this. 

Special Conditions/Clauses

A merge field for Special Conditions/Clauses is available for the UK Standard Contract 1 and 2 templates. 

A new 'free text' notes field called Special Conditions/Clauses is now available on the:

  1. Client Record Summary Page:

2. Contract Assignment Details Page:

Use Edit to add text to the section relating to any special conditions or clauses associated with the Client or the particular Assignment.

The Special Conditions/Clauses notes section is available as a 'merge' field in the UK Standard Contract 1 and 2 templates. It is labelled 'Special Conditions/Clauses' and located under the 'Redisbursements' field.

Please ask your Erecruit Representative to add this in to the your existing template if required.

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