Documents
Administration → Documents — generate, deliver and track employee letters
and certificates (offer letters, experience certificates, salary letters, …).
Requires documentgen:manage.
Generating a document
- Pick a Template (search by name or category).
- Pick the Component — the layout/branding variant of the template.
- Pick the Employee the document is about.
- View HTML to preview, then Download PDF, or use the Email Document panel to send it — to the employee's own email or any other address.
Recent Activity shows the latest generations for traceability.
Templates and components
The buttons in the top-right open the template studio:
- Templates — the documents themselves, written with merge fields (employee name, designation, salary, dates…) that are filled at generation time.
- Components — reusable building blocks (headers, footers, letterheads) shared across templates.
Both are versioned: edit a draft freely, then activate it to make it live; published versions are immutable — clone one to make changes.