Create document blocks in Document Templates

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create document blocks that you can use in multiple HTML templates.

    Before you begin

    Role required: sn_doc.admin

    Procedure

    1. Navigate to All > Document Templates > Document Template Blocks.
    2. Click New.
    3. On the form, fill in the fields:
      Table 1. Document Templates Block form
      Field Description
      Name Suitable name for the document block.
      Table Table to which you want to associate the document block.
      Topic detail Used to categorize template blocks according to the service for which they are applicable.

      Each topic category can have one or more topic details and each topic detail can have one or more HR services.
      Topic category Used to categorize template blocks according to the service for which they are applicable.

      Each topic category can have one or more topic details and each topic detail can have one or more HR services.
      Active Option to make the document block available for use.
      Description More information about the document template block.
    4. Click Submit.

    What to do next

    1. Add content to the document template block. For more information, see Create block content in Document Templates.
    2. View the HTML document templates which contain the document blocks.