This pages explains how to set up and use Document Types in MSR (Mysolution Recruitment). Document Types allow you to manage documents that are either uploaded by users or generated automatically from templates.
Goal
Configure document types in MySolution Recruitment to support uploading or generating documents, such as passports and employment agreements, and create Word templates that use XML tags to automate population from MSR.
What are Document Types?
A Document Type is a custom object in MSR that defines what kind of document is associated with a record. There are two main categories:
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Upload documents – documents that users manually upload onto a record (e.g. passports, driver's licences, certificates).
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Generated documents – documents that MSR creates automatically from a Word template, filling in data from the record (e.g. employment agreements, commercial CVs).
Prerequisites
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SharePoint Connection: Required when generating Word output for editing and storage.
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CM-Sign / MySign Integration: Required for digital approval workflows.
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Microsoft Word Developer Tab: Must be enabled to access XML Mapping Pane and content controls.
If you plan to generate only PDFs (no editing), SharePoint is not required. For editable .docx output, a working SharePoint connection is mandatory.
Key Concepts
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Term |
Meaning |
|---|
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XML File |
A file generated from MSR containing all field API-names for an object. Imported into Word to enable XML tags. Generate an XML file |
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XML Tag / Merge Field |
A placeholder inserted in a Word template that is replaced with live data from MSR when a document is generated. Generate an XML file |
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Repeater Tag |
A special XML tag that loops over multiple related records (e.g. all Education records for a Candidate). Generate an XML file |
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Document Template |
A Word file with XML tags, linked to a Document Type in MSR. Link the Template to MSR |
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IF-Statement |
A Word field code that conditionally shows or hides text based on an XML tag value. Using IF-Statements in Word Templates- (not tested yet) |