Creating templates
For quick generation of pre-prepared documents, use the "Document templates" section. Go to the "Settings" tab and select the "Documents" tab. Here you will find the "Document templates" section.
New template
Press the "+" button to create a new document template. The creation process is quick and easy. Just select the name and code of the template as its unique identifier.
Once saved, the new template is automatically added to the template list. For further editing, go to the template detail by clicking the eye icon next to it.
Editing a template
You can change the basic information in the template detail at any time. In addition to the name and code, you can add a label.
Here you will also find the template statistics, including the number of generated, signed and pending documents.
Placeholders
For efficient generation, you can upload a file to the template using wildcards. For a list of these characters, see "How to generate a document". Adherence to the placeholder format is key.
Using placeholders
When generating, the application replaces placeholders with values from the prepared file. For example, "${EMPLOYEE_FULLNAME}" will be replaced with the employee's name.
Custom placeholders
You can also use custom placeholders. The application will recognize them and offer you the option to replace them with your own text in the document.
Document generation
Templates allow you to generate documents. This can be done in bulk for multiple documents at once. For a template, you can set whether the document should be signed.
You can generate documents for a specific employee by clicking on the "Generate document from template" option (+ icon) on their details in the "Files and Payroll" tab in the "Files" section.
Option to generate documents in bulk
In case you want to generate a ready-made document template for multiple employees, you can use the quick bulk generation feature.
You can perform bulk generation on the detail page of the selected document template in the "Documents" section by clicking on "Bulk Generation" (+ icon).
Then you just need to select all the employees for whom you want to generate the document, check all the necessary data for the selected employees in order to generate the documents correctly and finally select the "Generate" option.
The generated documents are automatically assigned to the selected employees and they can continue working with them.
Use of document templates
You can use this to deal with various documents such as handover reports, payroll, pink slips and more.
For more information on creating document templates, click here, in case you want to know more about the actual document generation process, click here.