Super admins can edit the content and add variables to generate letters easily just like any other Word document:
Adding Objects from the toolbar (in ascending order)
Add a new Template.
Open an existing Word template on your system and upload to edit.
Undo or Redo any changes.
Add image in the template.
Add table.
You can also add links to the template.
Bookmark a template.
Create the Table of contents.
Set up the header and footer of the letter using the options in the toolbar.
Add page number or Break the page as desired.
You can also use the Find function.
Editing the Template content
The user can edit any information within the writing area of the document.
An integrated text editor is provided to add, format, and style the content of the letter as needed.
The styling options will appear on the right side of the editor, allowing you to customize the content by changing the font, size, and applying formatting such as bold, italic, or underline, as needed.
If the document spans multiple pages, each page will display a page number on the right edge.
By default, the document size is set to A4, and the default font is Arial. Additional font options can be accessed through Google Fonts.
You can also insert dynamic variables into the document content. These variables will automatically populate with the corresponding data from the employee’s profile when the document is generated.
The Variables section is located on the left side of the editor and includes:
Search Bar:
Easily search for variables by entering relevant keywords (e.g., "first name", "last name", etc.).Categorized Variables:
Variables are grouped under specific headers for easy access:Most Commonly Used
Personal Details
Work Details
Document Details
Payroll Details
Once the template is ready:
The status of the page is shown below the page name in the top right corner.
If it's a new page, the status will be shown as Active.
For an existing page under edit, the status will still show as Active, along with a timestamp indicating when the original template was created.
Super Admin can perform the following actions:
Save Template
Save all updates made to the current template.Preview
View how the final document will look with sample data before generating it.Print
Instantly print the document directly from the platform.More Options (accessible via the three-dot menu):
Make a copy- Duplicate the existing template for a new letter template.
Download PDF- Access to download the letter template on your system.
Close Editor- Save and Exit the template editor.