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Setting Method
In order to output multiple data in bulk with the Smart Document, you need to set up the action menu in advance.
Also, if you pre-set it, you can print multiple job listings in bulk.
For detailed operation methods for setting up the action menu, please check Customize the Action Menu.
Open the action menu editor from the PORTERS customization screen, select where you want to set it, and click the "New" button.
Give it an easy-to-understand menu name, set the URL, and save it.
The URL changes depending on which screen you set it on, so please refer to the table below.
Note: Replace XXX with the numeric Document ID. You can find the Document ID in the Smart Document Management screen by navigating to:
App > App List > Smart Document > Document Management.
Tip: To enable selection of all templates on the screen, remove &documentId=XXX from the URL.
※ The domain was changed on October 10, 2018. If you created the action menu before the change, you need to change the first part of the URL as follows.
Old: https://app-doc.porterscloud.com/
New: https://app.doc.porterscloud.com/
| Company | https://app.doc.porterscloud.com/user/First.jsf?batchprint&resourceType=5&resourceId={{Client.P_Id}}&id={{Session.P_PartitionId}}&documentId=XXX |
|---|---|
| Company Contact | https://app.doc.porterscloud.com/user/First.jsf?batchprint&resourceType=9&resourceId={{Recrutier.P_Id}}&id={{Session.P_PartitionId}}&documentId=XXX |
| JOB | https://app.doc.porterscloud.com/user/First.jsf?batchprint&resourceType=3&resourceId={{Job.P_Id}}&id={{Session.P_PartitionId}}&documentId=XXX |
| Personal Contact | https://app.doc.porterscloud.com/user/First.jsf?batchprint&resourceType=1&resourceId={{Person.P_Id}}&id={{Session.P_PartitionId}}&documentId=XXX |
| Resume | https://app.doc.porterscloud.com/user/First.jsf?batchprint&resourceType=17&resourceId={{Resume.P_Id}}&id={{Session.P_PartitionId}}&documentId=XXX |
| Selection Process | https://app.doc.porterscloud.com/user/First.jsf?batchprint&resourceType=7&resourceId={{Process.P_Id}}&id={{Session.P_PartitionId}}&documentId=XXX |
| Contract (Sales) | https://app.doc.porterscloud.com/user/First.jsf?batchprint&resourceType=11&resourceId={{Sales.P_Id}}&id={{Session.P_PartitionId}}&documentId=XXX |
Usage Method
Search for the data you want to output and display the list screen.
You can output up to 50 items in bulk.
When you check the record you want to output in bulk, you will be able to access each bulk action menu at the top of the screen.
Please select the action menu you added in the above settings from the ▼ button.
Set the output target range and click "OK".
※ If the data displayed on the screen is 50 items or less, "displayed data" is fine.
※ If the data displayed on the screen is 51 items or more and you output it with "displayed data", an alert message will be displayed saying "More than 50 items are selected. Only up to 50 items will be output.", and only the 50 items with the youngest ID will be output.
（Example: If output from the selection process list, output 50 items in order of the youngest selection process ID）
Ensure a template is selected.
If no template is selected, open the dropdown and make a selection.
① レコードごとにPDFを分割して出力（個別管理・保存向け）/Output PDFs split per record (for individual management and storage)
ZIPファイルでダウンロード (Download as ZIP file)：Downloads a ZIP file containing individually generated PDF reports for each record.
* If you select job postings from multiple companies, all files will be included in a single ZIP file. Please keep this in mind when generating the reports.
保存/SAVE：The generated files will be saved in the Sublist |Attachment of each corresponding record.
- If you include an alias such as an ID in the template name, it will be reflected in each individual file name.
For example, if the template name is set to 'Job Posting: {{Job.P_Id}}' and you select job IDs 10021 and 10022 for output, the resulting files will be named 'Job Posting: 10021.pdf' and 'Job Posting: 10022.pdf'.
※ You can check available aliases in the edit screen accessed via the pencil icon next to each item in the customization screen. - If the PDF generation results in a mix of successful and failed records, the IDs of the failed records will be displayed on the screen.
- By default, the option 'レコードごとにPDFを分割して出力 (Output PDF files by record)' is selected.
② すべての情報を1つのPDFにまとめて出力（共有・印刷向け）/ Combine all information into a single PDF file for output (suitable for sharing and printing).
開く／OPEN：As before, this option outputs the selected records as a single PDF file.
- The "保存/SAVE" button cannot be clicked.
- If the template name contains an alias, the alias will be removed when naming the output file.