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Templates Tutorial


In response to feedback from our customers we are delighted to announce a new feature in ArithonASP.

This new feature will enable our users to create and save templates for business documents, and then re-use these in tandem with their Arithon account to create customized documents automatically.

View Our Arithon Correspondence Tutorials Online:
To use the Arithon Template functions, you must first create a new template:

1) Click on the Admin button, on the top right (please note you must be an admin user in order to create a template)
2) Click on the Correspondence button
3) Click on the "Create New Template" button
4) You will now be walked through 4 steps to create a new template

- Step One:
Choose the screen from which you would like to be able to access this new template:
  • Candidate Screen
  • Vacancy Screen
  • Client Screen
  • Selections Screen
  • Interview Screen
  • Placement Screen

    Each of the above screen choices, will carry with them a limited number of "placeholders."

  • A placeholder, is a segment of text or word, within a document, that will be used to show Arithon, where to place certain information pertaining to the template, e.g. where you would like to place the address of a candidate. A final option for screen selection, is general. If you choose "General", the new template you create will be accessible from all Arithon Screens. However, no placeholders will be available in the creation of the template. It can be used to create a part of a document, that may be needed in other documents, e.g. your companies header. (This may be useful, in step 3)

    - Step Two:
    Choose a name for this template. This is an important choice, as it will be used to distinguish it from a possible large number of templates. Please choose as meaningful a name as possible. 

    - Step Three:
    The option to base a template on another. You can preload the text from other templates into this new template, if you wish. This will become more useful, the more templates you create. 

    - Step Four:
    Now use the text editor available to create the template for future use. You can edit the appearance of the text, insert images, and placeholders as you see fit, and preview how it will look. Once you are happy with the appearance of the template document, click on the save button, on the top left corner of the editor. 


    Using Images within Templates

    If you wish to insert an image into a template, the image must first exist in your Arithon account.

    There are two methods of uploading images into your account, through the admin area, or through the attachments area.

    Admin Area
    1) Click on the Admin button, on the top right (please note you must be an admin user in order to create a template)
    2) Click on the Correspondence button
    3) Underneath where it says "Upload an Image here", click on the "Browse" button
    4) Now browse through your computer to find the image you wish to upload, select it and click "open"
    5) Once the location of the image is visible to the left of the "Browse" button, click "Upload Image" to upload it
    6) This image will now become part of your Correspondence image library, and will be available throughout your Arithon 
    System

    Attachments Area
    1) Navigate to the record (either candidate, vacancy or client) where you wish to generate the document
    2) Click on the attachments tab
    3) Select "Image" from the drop down "Type" menu
    4) Click "Browse"
    5) Now browse through your computer to find the image you wish to upload, select it and click "open"
    6) Once the location of the image is visible to the left of the "Browse" button, click "Attach" to upload it
    7) This image can now be used in any documents generated for this record. Please note, you will not be able to 
    access this image from any other records.


    Generating a document from a Template

    1) Click on the template icon (on the main toolbar for candidate, vacancy and client pages, or on the corresponding row for an interview, selection or placement record)
    2) Choose from a list of available templates for the screen you are currently in, and click "Next"
    3) Once the template has been loaded (and the placeholders replaced), you can edit the information as you please
    4) Once you are happy with the look of the document, you have 3 options
    - Save
    - Email
    - Print

    Saving a Document
    1) Click on the "save" icon, at the top left of the toolbar
    2) Enter in the name you wish to save it as 
    3) Now choose how you want to save the document
    HTML (as a webpage, if you save as this type, you will be able to edit this document in the future)
    PDF (used mainly for printing and emailing documents, you will not be able to edit this again through Arithon)
    HTML and PDF

    Email a Document
    1) Click on the "email" icon, (third from the left on the top row of the toolbar)
    2) Now enter in the name that you wish to send the document as (the document, needs to be saved before it is emailed)
    3) Now choose how you want to send the document: 
  • HTML (as a webpage, the layout may change slightly on different PC)
  • PDF (used mainly for printing and emailing documents)

    Printing a Document
    1) Click on the "print" icon, (second from the left on the top row of the toolbar)
    2) Wait while the print preview screen is loaded
    3) When finished, please click on the "Close" button on the top toolbar of the print preview screen
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