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.

Manage_Documents_1.png

Select one of the document templates you have previously created.

Manage_Documents_2.png

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.

Manage_Documents_3.png

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

Manage_Documents_4.png

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

Manage_Documents_5.png

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.

Manage_Documents_6.png

 

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