In this article, we will discuss how to automatically include any document that you've used Crelate's Resume Toolbox feature. If you haven't already, please refer to our help article on Enabling and Using Crelate's Resume Toolbox prior to proceeding.
Navigate to Settings | Submittals and select the submittal template you'd like to configure and select additional attachments.
Next, make the selection of whichever document is your default Resume Toolbox document output.
Pro Tip: Don't forget to set your default Document Type within the Resume Toolbox settings section.
Voila! Your next submittal will now default to automatically include that branded copy!
Still need some guidance on Crelate's Resume Toolbox feature? Check out an article below!