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Enginehire Help Center

Templates

Templates

Create, update and manage email, SMS, document to be digitally signed and note templates

Edit Applications, Profiles, And Sections From The User Side and Without Going Into The Builder.

How to add SMS TEMPLATE triggers to send to clients when they request a shift and to candidate when client cancels a shift.

How to create an email template that gets sent to sitters when they are unassigned from a job

Push & SMS templates for broadcasting events

Documents

Turn An Image Into A Fillable Document.

Upgrade: How to send candidates individual documents to a client

How to customize/edit document templates for a specific client.

How to customize the submission message for documents

Adjust the order in which documents appear to users

How to preview document templates

How to use FIELD TAGS on your document templates.

How to set up a document that is signed by both the client and the candidate

How to set a document template so that candidates or clients can add it to their profile to sign themselves

How to send email notifications to candidates and admins when documents are expiring

How to add a document to multiple selected candidates and clients

How to create a document template or fillable form

Step by step way to convert PDF Files (ex. Government or 3rd Party files) into Fillable Forms in Enginehire.

Update status once all documents are signed

Get a link to a document

Allow Users To Edit Signable Documents, Contracts, And Agreements Before Signing.

How to edit a document

Can you pull information from a document into a profile?

Add A Payment Information Field To A Document And Charge Clients or Candidates When They Sign It.

Allow Multiple Documents to Be Added Into One File Upload Space.

How to charge an amount after someone signs a document. This can be used to charge a deposit & for subscriptions.

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Emails

How to not include your footer in an email template

Set up/edit email template to candidate or client about tip notification for shift jobs

How to set up/edit email templates for shift job statuses

Edit/Set up confirmation email template for when candidate accepts a shift job

Set up email template for placement job statuses

How to add a matching condition on email templates

How to set up an email template for scheduling events

How to set up/edit the email that gets sent to references.

How to add a [[pets]] tag for email templates, like [[children]]

How to put different scheduling/Calendly links for different admins in the same template

How to send test emails?

How To Create Email Templates For Status Reminders

Edit Shift Job Declined Candidate Notification Template

How to set up the bulk assign candidate confirmation email template

How To Edit And Create An Email Template For The Broadcast Email Of Shift And Placement Jobs.

How to create/edit placement job broadcast email template

Auto change client or candidate status after a status reminder has been sent

How to add email template with type Shift Job Declined Client Notification

How to add a link to an email template to have candidate and client leave a review after a shift job

Email template for when document signed by client and is sent to candidate

How to set up the automatically broadcast new shift job email template

Admin status reminder if candidate or client has been at status for X amount of hours

How to set up an email template to be sent to a certain type of candidate or client

How to edit the email template for when you assign/send a candidate to a client

How to insert custom booking text fields to job email templates

Adjust The Shift Job Confirmation Email Template For Clients and Candidates Of A Booking.

New option for reminder emails to only be sent a certain number of times and then stop.

Option for email template based on client candidate relationship status

How to repeat status reminders

How to see if an email has been opened.

How to schedule an email for another time

Create an Automated Start Date Email Follow Up.

Create Reminder Emails to Send Before or After Scheduled Events.

Design Beautiful Email Templates

How to automatically include the secondary client email in every correspondence.

How to set up an email template for a certain date, birthday, or children's birthday

Remove content from an email template if the plug in tag is blank

How to customize email template for expiring documents

Set up an email template to admin based on status change

Edit email template for assigning to do tasks.

Attach document(s) to an email

How to add or embed an entire section into an email.

How to convert your emails into another language.

How to remind references to complete the reference check forms

Adjust the email template for the clock-in/clock-out reminder.

Attach Multiple Documents In One Email.

How to link an email template to a secondary status change

Have Client and Candidate Information Auto Populate In Emails To Clients and Candidate Or About Jobs.

Why is an email not sent when I change the status

Set up admin notification when payment is made/payment information added

Create An Automated Reference Check Email

Default emails - create news to over-ride the default ones.

Shift Job Assigned To Other Candidate Applicant Email Notification

Shift job cancelled email template

Edit Email For Shift Job Reminders

Where to find template tags to insert information from a profile or application into an email.

How to activate/deactivate an email template

Add Conditions to Email Templates

How to add hyperlink to an image in an email template

Set up/Edit reference email template for client references

Embed a video in an email

Where to go to edit emails

Automatically Broadcast new Shift Job to Favorite Email Trigger.

Event Broadcast Email Template

Email template for when a client marks interested in a job

Notify Admin when a Candidate shows interest in a Shift Job

How to notify candidates or clients to sign a document

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SMS

Setting up and creating SMS templates for booking confirmations for candidates & clients

Create SMS templates for different Shift Job statuses

How to use Tags Feature in SMS Templates

*How to add SMS templates for shift job status change notifications

How to create an SMS template for shift job broadcast

How to create a SMS template for status changes

Adjust the SMS template for clock-in/clock-out reminders.

How to customize the sms template when sending a candidate reference to a client

Add additional conditions to SMS templates

Edit Reference Check SMS Reminder Template

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Notes

Add Interview and Intake Notes

Tasks

Creating a task template