In the Document Templates section of the Document Manager, you will find a very useful tool every time you need to make a bulk sending to your employees of personalised documents with their data.
Documents >> Document templates >> Create template
Create a template from a PDF:
Upload a PDF with form fields and fill them in directly with employee data, manually or automatically from Sesame. You can include text fields, checkboxes, or drop-down boxes. You will have the option for the employee to fill in the empty fields that you have left once they receive the documentation.
Once you have ready your template, click on Create Template.
View all the templates you have created:
In a single view, you will see the templates you have created in a list. You will be able to see the templates already used, which will be saved in a table with the name, who created the template, the date of creation, the last editor and the date of editing. You will also be able to edit the template, delete it and send it.
Template sending:
When you click on " Load documents", you will be able to upload a template to the general folders of the document manager. Choose which employees you want to send the templates to. Remember that you can send one or more documents to the whole company if you activate the 'Assign to the entire company' button!
Before uploading any document, it is important that you have previously created the corresponding folder where you want to store it.
Templates sending to be signed:
Send templates in bulk so they can be signed by employees. You can only send templates for signature if they are PDF files and you store them in the Work Documents folder. Request simple or advanced signature.
Create templates from scratch:
Create a template from scratch using the text editor. You can design the template as you wish, with the content and format you need at any given time.
Store templates for future use, edit them, or delete them whenever necessary.
Create documents with form fields from scratch:
Work with flat PDF documents and create form fields yourself for employees to fill out.
You can choose from 3 types of form fields, depending on your needs at the moment:
- Text Field: allows users to enter text according to the size of the field.
- Checkbox: users can select the option they prefer.
- Dropdown: users can choose from a list of options.
