Managing Document Templates


This article describes how you can manage document templates in the employee profile under the Documents tab.


Applying a Document Template

Navigate to the employee profile you wish to upload a template to. Next, open the Documents tab and click on New from template.


Select one of the document templates you have previously created.


Once this is done, you will see a list of variables (placeholders) and a preview of the output document with the employee’s personal information already filled in, if it is available from the employee profile. Manually complete any other required placeholders.


If the previously created document template contains text blocks for selection, you can select one of the available alternatives for each block.


Finally, select the file format and then click on the Create button at the bottom of the


The document is then generated under the relevant category. You have the following options:

  • Click on the document name to have a preview displayed.
  • Click on the small blue pencil icon to edit the document category, title, date or comments.
  • Download the document.
  • Delete the document.
  • Additional information is displayed about the size and creation date of the file.



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