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


Select one of the document templates you have previously created.


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.


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.


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


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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