Documents

Manage Operations → Documents (/documents) — generate, deliver and track employee letters and certificates (offer letters, experience certificates, salary letters, …). Requires documentgen:manage to manage templates; any employee can generate from shared templates.

Document generation

Generating a document

1. Pick a Template (search by name or category).
2. Pick the Component — the layout/branding variant of the template.
3. Pick the Employee the document is about (admin preview/generation).
4. Add the Purpose — the reason the document was requested. It prints on the letter and is recorded against the generation.
5. View HTML to preview, then Download PDF, or use the Email Document panel to send it — to your own email or any other address.

Recent Activity shows the latest generations for traceability, with a link to the full log (/activity-logs?tab=documents for admins).

Templates and components

The buttons in the PageHeader action row open the template studio:

Templates (/documents/templates)

Templates — the documents themselves

The documents themselves, written with merge fields (employee name, designation, salary, dates…) filled at generation time. Search by name or code; row actions offer Edit, Clone (opens New Template seeded from the source), Archive and Delete. Import / Export moves template sets between environments.

Email templates (/documents/templates?type=email)

Templates — email type

The same list filtered to type=email: templates carry a templateType (DOCUMENT vs EMAIL), switched via the Document / Email tabs (?type= deep link). Email templates render the body that gets sent, rather than a printable letter.

Components (/documents/components)

Components — reusable building blocks

Reusable building blocks (headers, footers, letterheads) shared across templates. New Component opens the component editor; each row's Edit opens /documents/components/:id/edit.

Shared library (/documents/shared)

Shared library — template gallery and preview

The template gallery every employee can browse: open a card for the shared preview (/documents/shared/:id), then jump to /documents/templates/:id/edit to adopt it. No documentgen:manage needed to view.

Tenant Settings (/documents/settings)

Tenant Settings — page setup and defaults

Page setup and tenant defaults for generated documents (page geometry the PDF is printed from).

Editors (/documents/templates/new, /documents/components/new)

Template editor — body, fields and settings

Component editor

Both are versioned: edit a draft freely, then activate it to make it live; published versions are immutable — clone one to make changes.