On this page you will see a list of system documents available, these are based on the modules / processes which have been activated.

Steps to be followed to customize the available templates are -

1. Click on "View Templates" button on the row of the document you want to modify. A popup as shown below will open.

System comes with default template for each document type, these templates have Eligibility Criteria = All by default and will have the lowest priority (Appointment Letter is the default template in the image above).

Note -

1. You can modify the default template and if you want to revert back to the system defined default then click on "Reset to Default" but you cannot "Delete" it
2. You can create new templates from scratch
3. If there are multiple templates getting mapped to an employee then the one with higher priority will be used for letter generation. If the eligibility conditions map an employee to two templates, one with priority 1 and other with priority 2 then template with priority 1 will be used in document generation.

1. Template Name : input the name
2. There are three tabs Content, Design and Eligibility Criteria. In Content tab there are three sub-sections
   - Body
   - Header
   - Footer

3. Copying system variables
To add variables you can do the following -
- Use " Select category" drop down to select the appropriate category - which categories are available depends upon the type of document you are working on.

- Once you select the category the actual field you want to use needs to be selected and the variable for this field can be copied from the second row using "Copy" button.

- If you copied text from word file then use 'Paste from MS Word (with clean up)' option in HTML body and then use Ctrl+v to paste
- If you want to use pronouns like Him / Her then you can use variable ${Employee.Him/Her}$. The same variable if used like ${Employee.him/her}$ will display him or her depending upon the employee's gender on the letter
- You can use the "General" category to copy variables for date, time page break, page number.

4. Using images, logos and signatures

Images which have been uploaded in the image bank can be used in the documents.

You can use your company's logo - $(Company.Logo)$ or $(Company.Logo Small)$

You can use the signature of a particular role holder by inserting the appropriate variable, for example for HR Manager the variable is ${Signature.HR Manager}$. Scanned signatures will be inserted in the document.

To use custom images uploaded on System Documents tab. Use the image variable as shown below.

Paste the variable in the place you want the image to be shown. In the example shown above you can paste the variable in the Header.

Scanned signatures can uploaded in System Parameter tab, refer to the document on General Setup for more details on how to upload signatures.

5. Adding Annexure
You can add "Annexure" using "Add Annexure" button. 

You can add multiple annexures, each annexure is number sequentially. You can delete the annexure using the "Delete Annexure 1" button as shown below.

6. Managing page design
Page design can be managed through the "Design" as shown below.

The page margins will be applied on the top of the Header and below the Footer and on the left and right of the page. The height of header and footer is limited.

7. Using Eligibility Conditions
You can create an eligibility condition using the parameters like Employee Type, Employment Status, Seniority Level. Refer to the article on Creating Leave Eligibility Criteria for an overall understanding of how to use Eligibility Criteria.

The default eligibility condition is always "All" for all letters except Appointment Letter - Probation.

8. Previewing the format
While creating the document you can check how it looks by clicking on "Preview" button, a PDF format of the document will be downloaded. The variables will be shown as variables. In case you are not satisfied, you can make changes again, else click on "Submit".  

Note -

1. When a new template is created you can save it as draft but once you have submitted a template and you make changes to it you cannot save it as draft
2. Whenever the letter format is changed if the acknowledge or E Sign feature has been activated then in process letters will be deleted and the the changes will be applicable to all subsequent letters which will be generated