Share via

Create document types for applicant communication

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Before you can create document templates and application email templates, you must create the document types that will be used by each. For instructions to create a new document type, see Configure document management.

When you create the new document type for an applicant email template or document template, be sure to select the options listed in the following table.

Field

Selection

Class description

  • Create application document – Select this option for document templates.

  • Simple note – Select this option for email templates.

Group

  • Document – Select this option for document templates.

  • Note – Select this option for email templates.

After you create the document types to use to communicate with applicants, you must select those document types in the Recruitment area on the Human resources parameters form.

See also

Key tasks: Applicants

Document management in sales and marketing