Documents: How to create and use a Document Template
- Navigate to the "Documents" page under "Core"
- Go to the "Templates" tab as shown
- Click on the "Create New Template" button
- Give the Template a Name and start creating the template. Here's one for a boilerplate "Offer Letter" for your Employees
- Add an instruction that would be prompted to the document signer when this template is used to create the document
- Now, there are two kinds of Variables.
- Fixed: they are pulled from the Employment Details of the recipient.
- Custom: Ad hoc variables you can create and set the values of.
Create a custom variable on the document by entering {{VARIABLE_NAME}}
on the template to allow any document that's created using this template to inherit it.
- Once you're done editing the template, you can preview it by clicking on the "Preview" button as shown
- Finally, click on the "Submit" button to save the Template
Updated on: 05/11/2024
Thank you!