---
title: "Sending Document Templates"
slug: "sending-document-templates"
updated: 2024-03-01T12:44:55Z
published: 2024-03-01T12:44:55Z
canonical: "documentation.infinite.com/sending-document-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.

# Sending Document Templates

Abstract

Product: **BrassRing on Cloud**

## Sending Document Templates

If your organization has implemented this feature, you can create documents for candidates directly from the **Talent Record Actions**menu for candidates who are filed to req folders. Document Templates allow users to create a read only pdf version of a document. After the document is created, it is stored in the candidate’s **Talent Record** under the Attachments section. The document can then be attached to an email communication and sent to the candidate, printed off, or posted to the candidate zone. The document is a pdf read only file, and the candidate cannot edit the document.

**Build 19.07.15**. If the Select document template pull-down menu is not populated in the Create Document window, the user does not have access to any document templates.

![image004.JPG](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/199a5f5d-46c0-4dd4-87e3-3a5a025b4844.jpg)

## Relevant eLearning

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

## Process

### Create a Document

1. Create the document as described, and select **Save as PDF.**
2. On the confirmation screen, select **Go**to **Want to post this Document and/or Items(s) to the Candidate Zone?.**
3. From within a req folder, select **the candidate**, and select Actions → Create Document
4. Select **a document template** by using the pull-down menu and select **Add**.
5. The **Create document**page opens. Select the **plus icon +** to expand the **Document Template** section.
6. Enter a **Document Name**. Your administrator might have configured a document name when creating the template.
7. In the candidate and merge information section, expand each field by using the plus + icon. This section lists any missing fields. Use the **Edit**link to complete the missing information.
8. Select **Preview**to preview your document. Select the X to close the preview window.
9. Select **Save as PDF** to create a PDF version of the document.
10. Select **Close**to close the **Create document confirmation** message window.
11. **Open**the candidate's Talent Record.
12. Select the **Attachments tab** to see the document that you created. From there you can:
  - See information about the document.
  - Select the document to view it.
  - Select a category for the document.
  - Delete the document.

### Send an email Communication with the Document Attached

1. Create the document as described and select **Save as PDF.** This attaches the document to the candidates **Talent Record.**
2. Create a communication. For more information, see [Sending Communications](/v1/docs/view-a-candidates-communication-history).
3. In the **Upload attachments from Talent Record** section, select **the document**and select **Upload**.
4. Continue creating the communication as needed and select **Send**.