An overview of all templates is seen here under Communication. To edit templates, click on the corresponding template and click on the pencil icon to modify the template to meet your needs. For more information on access settings, see the following pages:

Export templates, Job posting layouts and diagram templates are described on a separate page.

Note:

Please ensure that all variables begin and end with square brackets. However, NO square brackets must be used in the text.
If you use Internet Explorer (IE) as your browser and are experiencing display problems or encounter a login screen when loading a template, add the Umantis URL as a trusted site in IE:

In IE, click on Extras > Internet Options > Security > Trusted Sites
Click on Sites and enter the Umantis URL there.

Alternatively, you can save template files locally before opening them.

Edit information

In the view of a template, information about the template is shown in the top section. Click on to specify the following information:

Template title

Enter a meaningful title.

Language

Specify the language of this template.

New application status after use

This status will be set automatically after this template is used within an application. We recommend that you use the “Offer in the following views” field to restrict the template to certain specific views. In addition, you should no longer use multiple actions to “Change status and create emails from template” or “Change status and create letters from template” when using this feature. Instead, activate communication without changing the status.

Archive application after use

The application will be automatically archived after using this template.

Reactivate application after use

The application will be automatically reactivated after using this template.

Please note that the information displayed in this section depends on the template type.

Template types

Email-templates

Email templates are found directly in your solution. Under Communication, navigate to the “Templates” tab. To view all email templates, search on the “Email” template type to restrict the results. To create a new template, click on Create email template.

Error messages

Defective template

Templates that cause an error when used due to syntax errors, etc., are marked as “defective” and deactivated. When you open the template in question, the following error message appears:

Please review this template. Problems occurred when using this template.

In the view of all templates, you can search for “Email (defective)” or filter the view accordingly, then correct the affected templates. The template can then be reactivated with the “Template checked and reactivate” action.
Please note that system emails are not automatically deactivated.

Letter templates

Letter templates are found directly in the solution. As for email templates, navigate to the “Templates” tab under “Communication” and select the “Letter” template type in the search section to see letter templates only. All letter templates will be displayed. You can also create a new letter template by clicking on the Create letter template link.

Certificate templates

Certificate templates are also located under Communication > Templates. You can filter on the “Certificate” template type to view all available certificate templates. You can also create a new certificate template with the Create certificate template link in the “Actions” section.

Print templates / Print documents

A print template is a printable view of a given set of information. Existing print templates are found under Communication > Templates by filtering on the “Print template” type. You can also create a new print template by clicking on the Create print template link. The following lists show the print templates that were originally uploaded to all solutions as standard examples.

Note:
Print templates can only interpret/display bullet points. Specific bullet styles/forms (e.g. <ul type="circle">) cannot be used here.

Standard print documents in Employee Management

German:
Click on “Expand” to see more

English:
Click on “Expand” to see more

Standard print templates in Applicant Management

German:
Click on “Expand” to see more

English:
Click on “Expand” to see more

Troubleshooting common errors

There are certain sources of errors that recur frequently and that are relatively easy to resolve. A few of these are presented below.

When opening a newly created print document, the Umantis login screen appears

Solution: This error often occurs in Internet Explorer. This error can be avoided by adding the Umantis URL as a trusted site (in Internet Explorer). To do this, proceed as follows:

1. In Internet Explorer, click on Extras > Internet Options > Security > Trusted Sites

2. Next, click on Sites and enter the Umantis URL there.

Another option: First save the file locally before opening it, then open it from the target folder.

When using the print template, an “Empty file” error message appears

Solution: The square brackets [ ] are missing for at least one variable in the document, and the file cannot be correctly read as a result.

“File not found” error message appears

Solution: Your document is probably in the wrong format (should be .rtf), or there may be a loop error.

Variable is not correctly parsed/filled in

Solution: Check again whether the (Umantis) variable really exists and is written correctly, whether it is used in the correct context, or whether there might be a loop error. Also check the record in the system to see whether the field is filled in there.

Print template is not available for selection in the relevant section

Solution: Check whether the access permissions under Communication > Template > Select template have been set up correctly. Check whether they have been deactivated by mistake, and whether the release for the relevant view has been set up correctly.

Actions

Templates

Contents

Edit information

Template types