Unless otherwise stated, this site describes the system using typical names and layouts commonly adopted in recruitment agency operations.
Steps to Create a Document
In PORTERS, you can create Documents (PDF) such as job listings or registration forms based on registered data.
To create a Document, click “Document” or “Convert to PDF” from the action menu […] of the record you want to create a Document for.
You can switch between Standard Document and Smart-Document using the tabs at the top left of the PDF creation screen.
*To use Smart-Document, you must first activate the Smart-Document app (free) and register templates in advance. For detailed setup steps, please refer to each page of the app: Smart-Document .
Using a Standard Document
Select “Document” from the top-left tab, then choose the Document template you want to use from the “Template” dropdown.
After selecting a template, click “Apply” to reflect the selected template content. If necessary, edit or add to the “Document Title” or “Document Body.”
Note that you cannot attach images, change fonts or colors, or add borders.
If needed, enter a signature and select “Add Signature” or “Do Not Add Signature.”
The signature content will be saved, so you won’t need to re-enter it next time.
If you want to change the file name, edit the “File Name.”
When you click the “PreviewF” button, a PDF preview is displayed in a pop-up window.
*Depending on your browser settings, the PDF may open in a new tab or may not open due to pop-up blocking. If you experience issues, please check your browser settings.
Chrome Help: Block or allow pop-ups in Chrome
Microsoft Support: Change security and privacy settings in Internet Explorer 11
If there are no issues with the content, click “Save.”
The Document is saved as an attached file in the sublist of the record.
Click “OK.”
Return to the Document creation screen and click “Cancel” to close the screen.
Using a Smart-Document
*To use Smart-Document, you must first activate the Smart-Document app (free) and register templates in advance. For detailed setup steps, please refer to the following pages: Smart Document
On the PDF creation screen, select “Smart-Document” from the tab in the top-left corner.
Select the template you want to use from the “テンプレート” (Template) dropdown.
Click the “開く / OPEN” button to open a pop-up window where you can preview the PDF.
With Smart-Document, the Document is created using the design and fields predefined in the template.
You cannot edit the body text during Document creation. To make changes, please update the data itself.
*Depending on your browser settings, the PDF may open in a new tab or may not open due to pop-up blocking. If you experience issues, please check your browser settings.
Chrome Help: Block or allow pop-ups in Chrome
Microsoft Support: Change security and privacy settings in Internet Explorer 11
If there are no issues with the content, click “保存 / SAVE.”
When the message “XXの添付ファイルに保存しました。” (Saved to XX attachments.) appears, the file has been saved as an attached PDF in the sublist of the record.
Click “Close” to close the PDF creation screen.
How to Check Saved Documents
For both Documents and Smart-Documents, saved files are stored in PDF format in the “Attachment” sublist.
From the action menu of each file, you can download or delete the file.
*If you cannot find the “Attachment” sublist, it may be hidden. Please ask your system administrator to make it visible.
*Once a Document (PDF file) has been created and saved, it cannot be edited. If changes are required, delete the existing Document (PDF file) and create a new one.