Manage document templates

Managing your document templates ensures your HR communication remains standardized, accurate, and easy to generate.

How to access and manage templates

1. Go to Tools → Document Templates
   • From the dashboard, navigate to Tools → Document Templates.
2. View all existing templates
   • You’ll see a list of all templates created.
3. Manage template actions
   • For each template, you can:
     • Edit – Update content or placeholders.
     • Clone – Create a copy for slight variations (e.g., Intern vs Full-time offer).
     • Deactivate – Temporarily hide templates that aren’t in use.
     • Delete – Remove the template permanently (use with caution).
4. Preview a template
   • Before generating a document, click Preview to ensure all data fields and formatting look correct.

Tip: Always test a new template with a test candidate profile to verify placeholders.