Document templates
-
About Document templates
Document templates are only available for companies on the Enterprise plan. The Document templates feature helps you...
-
About fillable PDF’s
What is a fillable PDF? A fillable PDF is a type of PDF document that includes text fields, checkboxes,...
-
About variables
Where to find the Variables? The employee profile custom fields and the contracts custom fields are available as variables....
-
FAQ about Templates & variables
1. What are the types of document templates available in the system? The system offers two types of document...
-
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...
-
How to send document templates
Sending document templates in Factorial allows you to: Generate documents directly from predefined templates Send documents to one or...
-
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...