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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:

  1. On your sidebar, go to Documents
  2. Open Document templates

💡 For companies with legal entities in certain countries, there is a section called Official document templates with some templates such as the Model 145 (Spain) or the Form W-4 (United States).

 

 


 

How to add a document template

  1. On your sidebar, go to Documents
  2. Open Document templates
  3. Click on Add document template
  4. Fill in the Template name
  5. Drag and drop the template file
  6. Click on Create template

 

Coming soon

When you upload a template, the list will show the labels that define the template type and what it allows.

  • Variables: the template contains variables that will be replaced by employee or company information.
  • Fillable: the employee can mark or fill in form fields.
  • Variables + Fillable: the template contains both functionalities.

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