Overview of Document Template

Overview of Document Template

Overview

Meritto’s Document Template feature provides a structured way to create, manage, and distribute official documents to applicants and backend users. These templates enable you  to generate automated documents such as Offer Letters, Payment Receipts, Admit Cards, Result Cards, and more. You can configure the visibility of these documents, ensuring they are accessible to applicants via their dashboard or restricted to backend users only.

Core Functionalities

  1. Types of Document Templates

    • Offer Letter: Specifies course or campus details for selected applicants.

    • Provisional Offer Letter: Outlines criteria that applicants must fulfill to receive a confirmed offer.

    • Application Form Printout: Provides a printable version of submitted application forms.

    • Payment Receipts: Displays all transactions completed by applicants.

    • Exam Admit Card / GDPI Call Letter: Includes exam details such as venue, date, time slot, and applicant photograph.

    • Result Card: Showcases applicant scores and rankings.

    • Attendance Sheet: Used by invigilators for exam attendance verification.

  2. Advantages of Document Templates

    • Eliminates manual document handling and courier-based distribution.

    • Ensures timely delivery of important documents.

    • Reduces risks of misplacement and tracking challenges.

  3. Managing Document Templates

    • View All Templates: Access a centralized list of all created templates.

    • Create New Templates: Generate custom documents based on institutional requirements.

    • Define Visibility: Choose whether to display documents as PDFs to applicants or restrict them to backend users.

    • Set Document Orientation: Configure documents in landscape or portrait format.

    • Arrange Document Order: Sequence documents for structured presentation on the applicant dashboard.

    • Edit Existing Templates: Modify document content and settings when required.

    • Copy & Reuse Templates: Duplicate templates to create new versions with minor adjustments.

    • Activate/Deactivate Templates: Enable or disable document templates as needed.

    • Delete Unused Templates: Remove outdated templates to keep the system organized.

For more details, refer to this article: How to Create Document Template?

Benefits of the Functionalities

  • Automated Document Management: Streamlines the creation and distribution of critical documents.

  • Improved Applicant Experience: Ensures easy access to essential documents via the dashboard.

  • Operational Efficiency: Reduces manual work and minimizes document-handling errors.

  • Customization & Control: Allows you to define the format, visibility, and sequence of documents.

Conclusion

Meritto’s Document Template feature enhances the document management process by offering automation, structured organization, and easy access. By leveraging these functionalities, you can eliminate manual paperwork, ensure timely document distribution, and improve applicant communication.

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