Managing Document Templates

 

In this article, you can find out how to manage document templates in the employee profile under the "Documents" tab.

 

Applying a Document Template

Go to the employee profile you want to upload a document template to. To do this, open the Documents tab and click on Create new document

profile-documents-upload_en-us.png

Select one of the document templates you have previously created.

profile-documents-select-template_en-us.png

Once you have selected the template you require, you'll see a list of variables (placeholders) and a preview of the document. If information is stored in the employee profile, it will also be displayed directly in the template.Fill out any other required placeholders.

profile-documents-variables_en-us.png

If the previously created document template contains {}text blocks for selection{}, you can select one of the available alternatives for each block. For further information, please click here.

profile-documents-variables-text-blocks_en-us.png

Lastly, select the required File Format and click on the Create  button at the end of the page.

profile-documents-new-save_en-us.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.

profile-documents-overview_en-us.png

 

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