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Attach documents to an ATS pipeline stage

Attach a mandatory form to a pipeline stage.

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Written by Joshua Shooter
Updated over a month ago

To attach documents to an ATS pipeline stage, you need to create a document template and then:

  1. Click Access Button image then click ATS.

  2. Select the Applicant Overview tab, then select the relevant applicant.

  3. Click Files, and then select Use an Existing Template.

  4. Select the Template that you want to use, then click Next.

  5. Select Launch Editor, then action the template and click Save.

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