Document templates
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About Document templates
The Document templates feature helps you streamline your document management work by allowing you to automate the creation and...
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About fillable PDF’s
What is a fillable PDF? A fillable PDF is a type of PDF document that includes text fields, checkboxes,...
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About variables
Where to find the Variables? The employee profile custom fields and the contracts custom fields are available as variables....
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FAQ about Templates & variables
1. What are the types of document templates available in the system? The system offers two types of document...
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How permissions to use document template work
With the Use document templates permission in the Documents section, an employee can add, delete, preview, and send document...
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How to send document templates
You can send Document templates from the Send in bulk section: On your sidebar, go to Documents Go to...
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How to store document templates
Where to find document templates You will find a list of available templates in the Document Templates section: On...
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How to preview a document template with employee’s data
How to display the preview On your sidebar, go to Documents Open Document templates Click on the arrow next...
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How to create a document template
👉 Document Templates are available to all Enterprise accounts. The first question you should ask yourself is what...