---
title: "Configure Blurbs"
slug: "configure-blurbs"
updated: 2024-03-07T08:51:38Z
published: 2024-03-07T08:51:38Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Blurbs

Abstract

Product: **Infinite BrassRing**

### Configure Blurbs

Blurbs are frequently used, standard texts that can appear in the body of email communications or documents that are sent by BrassRing users. Examples of typical blurbs are: a privacy policy, your company overview, and the Equal Opportunity Employer statement.

![image005.JPG](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/f108291f-644c-4c4d-a653-c19e4944f655.jpg)

### Relevant eLearning

[Video](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/AdminManageBlurbs.mp4)

### Process

#### Add a Blurb by using HTML editor

1. Select Menu → Admin → Communications → Add Blurb.
2. Select **HTML editor** and select **Go**.
3. Insert a **Blurb name** and the **Blurb text**. Use spell check to correct any possible errors in the text.
4. To insert merge fields, select the section of the document to place the merge field. Select the**Merge field** categories by using the pull-down menu. Select the **Merge field** and select **Add**. After the **merge fields**are inserted, they are referred to as merge tokens. Insert page breaks where needed by using the **Page break token** from the Document formatting merge category. The inserted [#Document formatting: Page break#] token takes precedence over the automatic page breaks applied by the Document Generator when processing documents.
5. If enabled, add any numeric fields with formatting and user information by selecting the fields and selecting **numeric fields with formatting**and **additional user information.**An additional user is a system user who is not necessarily the current, logged-in user taking action in the Communications module. Numeric field with formatting provides multi-level list capability for paragraphs, for example: 1, 1.1, 1.1.1, and 1.1.1.1; 1, 1.a, 1.a.i, and 1.a.i.1.
6. Select whether you would like to have the blurb that is listed as an option while creating documents or emails by using **Allow blurb to be selected during document/e-mail creation indicate.** If **Yes**is selected, you must select a blurb category from the**select category blurb**field.
7. Select whether the blurb should be conditional by using **Make blurb conditional.** If **Yes**is selected, you can specify the condition of the blurb from **Display blurb when.** You also have the option to make a selection from **values**. For more information see,**Adding Conditional Blurbs.**
8. If applicable, assign **Org groups** that are allowed to add the blurb to their email communications.
9. If applicable, assign **User Types** that are allowed to modify the blurb text during the document or email creation.
10. Select **Yes**to **Active blurb** if you want this template to be active.
11. Select **Save**.

#### Add Blurb by using word processor

1. Select Menu → Admin → Communications → Add Blurb.
2. Select **Word or other word processor (must create .doc or .docx file type)** and select **Go**.
3. Enter the**Blurb name**and the **Blurb text.**
4. Select **Choose File t**o upload the template .doc / .docx file. Select **the file**and select **Open**. Select **Upload**.
5. Select**Merge fields** from the list and select **Copy**to add them to your clipboard to be included in your .doc / .docx template. By using **Ctrl V,**the merge fields can be inserted while editing the .doc / .docx template.
6. If applicable, select **Copy numeric field with formatting to add** to your clipboard to be included in your doc. template. By using **Ctrl V,**the numeric field with formatting can be inserted when editing the doc. template.
7. Select whether you would like to have the blurb listed as an option while creating documents/emails by using **Allow blurb to be selected during document/email creation indicate.** If **Yes**is selected, you must select a blurb category from the select category **blurb**field.
8. Select whether the blurb should be conditional by using Make blurb conditional. If Yes is selected, you can specify the condition of the blurb from **Display blurb when.** You also have the option to make a selection from **values**. For more information see, **Adding Conditional Blurbs.**
9. If applicable, assign **Org groups** that are allowed to add the blurb to their email communications.
10. If applicable, assign **User Types** that are allowed to modify the blurb text during the document or email creation.
11. Select **Yes**to **Active blurb** if you want this template to be active.
12. Select **Save**.

#### Adding Conditional Blurbs

When you select **Yes**to **Make blurb conditional**, the blurb name is appended with (c) in the blurb select list on the document and email template add/edit windows to indicate that this is a conditional field. (For example: **Executive benefits (c)**). When a blurb is conditional, it is still selected as part of the email or document template, but during document/email generation the blurb text appears only if configured conditions are satisfied.

1. While creating the blurb, select **Yes**to **Make blurb conditional?.**
2. Set the**Display blurb when** details.
  1. Select a variable group by using the pull-down menu.
  2. Select List. Select a field from the list of fields associated with all Req standard, Req custom, and single per candidate per req form fields that contain option lists (multi-select, single-select, radio, or check box). Auto-fill fields (populated from a single-select or radio source form field or database field present in a single-per-candidate-per-req form) are also allowed.
  3. Select an available field then select**the arrow** to add it to **Selected fields.**
  4. If your company has activated multi-condition blurbs, select **Start group** at the beginning of the conditions you want to join, and **End group**at the end to close the grouping.
    1. Select **AND**or **OR**to logically join conditions. When you select either **AND**or **OR**following the condition, the **List>>** link is enabled for the next condition.
    2. Select **N/A** for the final condition.
  5. Select **OK**.
3. Continue configuring the blurb. If there is no detail entered into **Display blurb when** while saving the conditional blurb an error message is displayed when saving.

#### Edit a Blurb

1. Select Menu → Admin → Communications → Blurbs.
2. Locate the Blurb to edit and select the **Edit**icon.
3. Edit the template as needed and select **Save**.

#### Deactivate a Blurb

1. Select Menu → Admin → Communications → Blurbs.
2. Locate the Blurb to deactivate and select the **Deactivate**icon.
3. Select **Deactivate**.

#### Delete Blurb

1. Select Menu → Admin → Communications → Blurbs.
2. Locate the Blurb to delete and select the **Delete**icon.
3. Select **Delete**. A message confirms that the document template was deleted successfully.