Frequently Asked Questions: Document Template

Frequently Asked Questions: Document Template

Overview

This article addresses common questions related to Document Templates in Meritto, including their visibility, permissions, and bulk download options.

For more details, refer to this article: Overview of Document Template

Common Questions & Answers

  1. Can we download the offer letter from the Application Manager in bulk?
  • Yes, we can download the offer letter from the Application Manager in bulk. 
  • Use the filter: Payment Status = Payment Approved or Application Approved. 
  • Once filtered, you can download the documents in bulk.
For more details, refer to this article: How to Download Applicant Documents in Bulk?

  1. Will a document in test mode be visible on the Applicant Dashboard?
  • No. Only Active documents will be visible on the applicant dashboard.
  1. What permissions are required to download a document from the Application Manager?
  • Ensure you don’t have the Download Acknowledgement Receipt Only restriction and you have the necessary permission to: Allow bulk download of documents.
  1. I used the payment status filter, and the document appears on the dashboard, but I am unable to download it in bulk. Why?
  • If the same document appears on the applicant dashboard due to multiple triggers, bulk downloads will not be allowed. In this case, create separate documents for each trigger.
  1. Can we delete unused document templates?
  • Yes. Any document template with the status Inactive can be deleted.
For more details, refer to this article: How to Create Document Template?

  1. Can we send system-generated documents (e.g., offer letters, call letters) via ERP integration to the institute?
  • No. Only documents uploaded by the applicant can be sent via ERP integration.

Conclusion

This article addressed key questions related to Document Templates in Meritto, covering bulk downloads, visibility rules, permissions, and system limitations. Understanding these aspects ensures seamless document management within the platform. For further guidance, refer to the related articles.

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