Creating, activating, editing, and deleting template documents

Papervee allows you to customize all documents generated by the system through template documents. The following documents can be customized using Papervee's template documents:

• Leave requests;
• Event requests;
• Remote work requests;
• Overtime requests;
• Individual employment contracts;
• Addendums;
• General certificates;
• Resignation letters;

The documents generated by the system, such as various requests, have a default template. This can be modified or replaced with another template.

Each type of document can have only one active template. The rest of the templates will be inactive. Documents are always generated based on the active template.

The exception to this rule is the individual employment contract. This can have multiple active templates, and when generating, the desired template is chosen.

Creating and Activating a Template Document

To create a template document, follow these steps:

1. Navigate to the "Template Documents" page through the left menu. This page is only visible if you have  switched the platform context to manager mode..
2. Select the document category for which you want to create a template document.
3. Click the "Create new template" button.
4. Name the template. Use a descriptive name.
5. Enter the content of the document using "predefined fields" (marked with {{double brackets}} or in purple) to dynamically insert data about the company, employee, or document.
6. To finalize, click the "Create template" button.

To activate the created template, use the button to the right of it. The status column will indicate activation. Activating a template will affect the entire workspace. All users will generate documents using the active template.

Editing a Template Document

Pentru a edita un document șablon, urmează pașii:

1. Navigate to the "Template Documents" page through the left menu. This page is only visible if you have switched the platform context to manager mode..
2. Select the desired document category.
3. Click the edit button (pencil symbol) next to the desired template.;
4. Modify the name and content of the template.
5. To finalize, click the "Modify template" button.

Deleting a Template Document

To delete a template document, follow these steps:

1. Navigate to the "Template Documents" page through the left menu. This page is only visible if you have switched the platform context to manager mode..
2. Select the desired document category.
3. Click the delete button (trash can symbol) next to the desired template.
4. To finalize, confirm the deletion in the appeared modal.