Associating Personalized and General Documents with a Content Page

The Manage task definitions, related sources, content pages, and images permission is required.

The Manage text documents and paragraphs for use in content pages and message templates permission is required.

Configuration > [Onboarding (Transitions)] Administration > Content Pages
  1. Create or select a paragraph.
  2. Add the variables {ContentPage.GeneralDocuments} and/or {ContentPage.PersonalizedDocuments} into the paragraph, to indicate where the appropriate lists of PDF file names will be displayed.
  3. Optionally, add some text above this variable, stating “Please review the following PDF documents”. Bear in mind that this text will appear on the content page whether or not any PDF documents ultimately do get associated with the content page that uses this paragraph.
  4. Save the paragraph and change its status to Active.
  5. Use this paragraph in a text document and change its status to Active.
  6. Create or select a content page.
  7. To add documents to the table named “General Documents”, click Add.
  8. Click the check box next to each general document you want to add to the content page. The File-based Document Selector page lists both general and personalized documents. Typically, a document naming convention has been adopted that enables you to easily identify which files are "general" and which files are "personalized" (contain variables).
  9. Click Select.
  10. To rearrange the display order of documents, click Reorder next to General Documents. Click the name of a document whose position you want to change and click the "up" arrow or "down" arrow. Repeat as necessary, then click Save.
  11. To add personalized documents (which contain variables), perform the previous steps in the “Personalized Documents” section.

When this content page is displayed to a candidate or employee in the Tasks tab of a career section, the {ContentPage.PersonalizedDocuments} and {ContentPage.GeneralDocuments} will be replaced by a list of PDF documents that are taken from the content page being shown.