Edit a document template

Editing a document template allows HR teams to update outdated content, correct placeholders, or customize letter formats for specific scenarios (e.g., contractual, full-time, interns).

Step-by-step guide to edit a template

1. Navigate to Tools → Document Templates
   • Log in to the HRStop Hire portal.
   • Click Tools in the left-hand menu.
   • Select Document Templates from the dropdown.
2. Locate the template you want to edit
   • You’ll see a list of all active and inactive templates.
   • Each entry displays the template name, creator, and action icons.
3. Click the Edit icon
   • Find the template you want to modify.
   • Click the Edit icon next to it.
4. Modify the template content
   • Update:
     • Static text: Wording like “Dear Candidate,” “We are pleased to offer…”
     • Dynamic placeholders: Ensure fields like {{candidate_name}}, {{joining_date}}, and {{salary}} are correct.
     • Formatting: Align paragraphs, adjust font size or bold key terms.
5. Preview your changes (optional)
   • Before saving, click Preview to see how the document will look with test data.
6. Click Save
   • Once changes are verified, click Save.
   • The edited template is now available for use when generating employee letters.

Tip: Add version numbers to template titles for easier tracking. For example, “Offer Letter – V2”.