---
title: "Configure Document Packet Templates"
slug: "configure-document-packet-templates"
updated: 2024-03-07T08:55:44Z
published: 2024-03-07T08:55:44Z
canonical: "documentation.infinite.com/configure-document-packet-templates"
---

> ## 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 Document Packet Templates

Abstract

Product: **Infinite BrassRing**

### Configure Document Packet Templates

BrassRing allows users to post packets of documents to the Candidate Zone/Portal. These packets are called Document Packet Templates. They might include Offer Letter, Benefits Information, Company Information, and so on. If your company has activated this function, system administrators have the privilege to manage document packet templates.

![image006.JPG](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/6bf54786-384c-4f51-a3a1-8f9a07107533.jpg)

### Relevant eLearning

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

### Process

1. Select Menu → Admin → Communications → Add document packet templates.
2. Insert a **Document packet template name**.
3. If needed, enter a **Preconfigured subject.** Select **Add**to add merge fields to the subject.
4. Enter the instructional text and the number of days the packet is to remain posted. Merge fields cannot be added to Document Packet template instructional text. Use spell check to correct any possible errors in the instructional text.
5. Select **Choose File**, select the file from your computer, and select **Upload**to include files in the packet.
  1. Uploaded files are listed in the**Upload attachments** section. This section includes the file name and type, the date the file was uploaded, and the file size.
  2. Select the**file name** to display the document.
  3. Select the **delete**icon to remove the document from the packet.
6. Select the**Org groups authorized to use or administer the template.**
7. Select **Yes**to **Active document packet templates**to set the Document packet template to active.
8. When finished adding the template, select **Save**.

#### Edit a Document Packet Template

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

#### Deactivate a Document Packet Template

1. Select Menu → Admin → Communications → Document Packet Templates.
2. Locate the Document Packet Template to deactivate and select the **Deactivate**icon.
3. Select **Deactivate**.

#### Delete Document Packet Template

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