Using Document Templates: HR Service Delivery use case Release version: Washingtondc Updated February 1, 2024 1 minute to readUsing Document Templates. Document template categoriesDocument template categories help you to categorize similar documents together. It makes finding the correct document template easier.Document Templates of type HTMLAn HTML document template uses variables to pre-fill information from tables into the document. You can create how the document looks by defining the header, footer, images, placement of footer, and the text within the template. Using the HTML document template, you can collect e-signatures from multiple participants and generate a PDF document online.Document Templates of type PDF (Advanced forms)A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document.Document Templates configurationsUse Document Templates configurations to generate table of contents and page numbers on a PDF document that is generated from an HTML template.Work on a document taskComplete your document tasks from Employee Center.Document generation methodsA PDF document can be generated automatically, manually, or by using an API.Document tasks generationDocument tasks can be generated either automatically or manually. The tasks get generated in the order defined for the participants.
Using Document Templates: HR Service Delivery use case Release version: Washingtondc Updated February 1, 2024 1 minute to readUsing Document Templates. Document template categoriesDocument template categories help you to categorize similar documents together. It makes finding the correct document template easier.Document Templates of type HTMLAn HTML document template uses variables to pre-fill information from tables into the document. You can create how the document looks by defining the header, footer, images, placement of footer, and the text within the template. Using the HTML document template, you can collect e-signatures from multiple participants and generate a PDF document online.Document Templates of type PDF (Advanced forms)A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document.Document Templates configurationsUse Document Templates configurations to generate table of contents and page numbers on a PDF document that is generated from an HTML template.Work on a document taskComplete your document tasks from Employee Center.Document generation methodsA PDF document can be generated automatically, manually, or by using an API.Document tasks generationDocument tasks can be generated either automatically or manually. The tasks get generated in the order defined for the participants.