Application Invitation Manage Site Setting Setup
Before using the Application Invitation Feature, your Global Admin will want to determine the Site Setting options your organization will be using for all applicants invited using the Application Invitation feature. These settings will affect all applications and are not application-specific.
In the Administration tab, select the Manage Site Settings > General Settings Enable Automatic Application Creation through Application Invitation.
Search for the “Enable Automatic Application Creation through Application Invitation” setting.
Selecting “Yes” allows you to invite an applicant and start the application form for the applicant. The applicant would then log in and the application form would be available in their “My Applications” tab and the applicant would then click on the application form to complete it. (If there were pre-qualification questions, the applicant will not have to answer those questions, and will be bypassed to the application form.)
Selecting “No” allows you to invite an applicant to apply to a specific application form. However, the application will not be automatically started and added to the applicant’s “My Application” tab. The applicant will have to click on the link in the email and then must log in through that link. Once they login in from the link the application form will appear to them, where they can click the apply button to begin applying to the application form. Once the applicant clicks apply and are directed to that application’s dashboard, the application will then be present in their “My Application’s” tab. (If there are pre-qualification questions, the applicant would have to meet the pre-qualification before accessing the application’s dashboard.)
In the Administration dashboard, select the Site Settings>General Settings>Disable Automatic Notification for Application Invitation
When inviting applicants to apply to a private application form using the Administration>Application Invitation feature you can disable the automatic email that is sent when the invite is created. If you disable this feature you will not be able to have the automatic email sent to the applicants. You will be responsible for notifying applicants manually on how to start the application process.
Selecting “Yes” will disable the automatic sending of the email Application: Application Invitation and the applicant will not be sent the automatic email invite. You will be responsible for notifying the applicant manually.
Selecting “No” will activate the automatic sending of the email Application: Application Invitation. Once you invite the applicant the email will automatically be sent from the system.