{"id":17667,"date":"2020-03-05T14:22:18","date_gmt":"2020-03-05T14:22:18","guid":{"rendered":"https:\/\/hriflow.ro\/?p=17667"},"modified":"2024-07-24T13:17:40","modified_gmt":"2024-07-24T10:17:40","slug":"how-can-i-create-custom-document-templates","status":"publish","type":"post","link":"https:\/\/hriflow.ro\/en\/documentation\/how-can-i-create-custom-document-templates\/","title":{"rendered":"How can I create custom document templates?"},"content":{"rendered":"\n<p>The app allows you to create your own document templates. If you set the right functions (placeholder), then your documents will be completed automatically with your employee\u2019s information.<\/p>\n\n\n\n<p>You can edit the standard templates in the app or create new ones. Below you can read all about how to create document templates.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u201c<strong>Settings<\/strong>\u201d in the main menu<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Select \u201c<strong>Document templates<\/strong>\u201d<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201c<strong>Add template<\/strong>\u201d<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Choose \u201c<strong>Empty template<\/strong>\u201d or a model from the app<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201c<strong>Submit<\/strong>\u201d<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Compose the document &#8211; Write the name. To make a word\/phrase a placeholder, you need to select it and then click on \u201c<strong>Placeholder<\/strong>\u201d and choose the type of placeholder<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201c<strong>Save<\/strong>\u201d<\/li><\/ul>\n\n\n<div id='gallery-1' class='gallery galleryid-17667 gallery-columns-3 gallery-size-medium'><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-1.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-1-300x225.png\" class=\"attachment-medium size-medium\" alt=\"How can I create custom document templates?\" aria-describedby=\"gallery-1-17978\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-1-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-1-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-1-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-1-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-1-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-1-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-1.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-1-17978'>\n\t\t\t\tStep 1\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-2.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-2-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (2)\" aria-describedby=\"gallery-1-17988\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-2-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-2-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-2-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-2-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-2-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-2-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-2.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-1-17988'>\n\t\t\t\tStep 2\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-3.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-3-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (3)\" aria-describedby=\"gallery-1-17998\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-3-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-3-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-3-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-3-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-3-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-3-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-3.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-1-17998'>\n\t\t\t\tStep 3\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-4.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-4-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (4)\" aria-describedby=\"gallery-1-18008\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-4-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-4-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-4-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-4-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-4-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-4-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-4.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-1-18008'>\n\t\t\t\tStep 4\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-5.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-5-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (5)\" aria-describedby=\"gallery-1-18018\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-5-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-5-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-5-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-5-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-5-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-5-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-5.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-1-18018'>\n\t\t\t\tStep 5\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-6.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-6-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (6)\" aria-describedby=\"gallery-1-18028\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-6-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-6-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-6-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-6-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-6-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-6-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-6.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-1-18028'>\n\t\t\t\tStep 6\n\t\t\t\t<\/figcaption><\/figure>\n\t\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Which are the placeholders and what do they mean?<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>{ADDRESS} \u2013 Address of the employee<\/li><li>{BANK_ACCOUNT} \u2013 back account of the employee<\/li><li>{BILLING_CUI} \u2013 tax identification number<\/li><li>{BILLING_J} \u2013 trade registry number<\/li><li>{BIRTH_DATE} \u2013 birth date of the employee<\/li><li>{CITY} \u2013 city of the employee<\/li><li>{COUNTY} \u2013 county of the employee<\/li><li>{CNP} \u2013 social security number<\/li><li>{COMPANY_ID} \u2013 ID of the company<\/li><li>{COMPANY_NAME} \u2013 name of the company<\/li><li>{CONTRACT_NUMBER} \u2013 number of the employment contract<\/li><li>{COUNTRY_CODE} \u2013 country code<\/li><li>{CURRENT_DATE} \u2013 current date<\/li><li>{CURRENT_USER} \u2013 current user<\/li><li>{DATE_FORMAT} \u2013 date format<\/li><li>{DEFAULT_TIMEZONE} \u2013 default timezone<\/li><li>{DISABLE_DATE} \u2013 deactivating date of employee (end of employment contract)<\/li><li>{EMAIL} \u2013 email address of employee<\/li><li>{EMPLOYMENT_DATE} \u2013 date of employment of employee<\/li><li>{EVENT_CREATED} \u2013 the date when the event was created<\/li><li>{EVENT_DATE} \u2013 the date when the event takes place<\/li><li>{EVENT_TIME_INTERVAL_START} \u2013 the date when the time interval event started<\/li><li>{EVENT_TIME_INTERVAL_END} \u2013 the date when the time interval event ended<\/li><li>{EVENT_TIME_INTERVAL_HOURS} \u2013 the total number of hours for the time interval event<\/li><li>{EVENT_DATE_INTERVAL_START} \u2013 the date when the date interval event started<\/li><li>{EVENT_DATE_INTERVAL_END} \u2013 the date when the date interval event ended<\/li><li>{EVENT_DATE_INTERVAL_CALENDAR _DAYS} \u2013 the number of calendarist days of the date interval event<\/li><li>{EVENT_PAID_LEAVE_NAME} \u2013 the name of the paid leave type of event<\/li><li>{EVENT_PAID_LEAVE_YEAR} \u2013 the year of the paid leave type of event<\/li><li>{EVENT_PAID_LEAVE_TOTAL_DAYS} \u2013 the total number of days of the paid leave type of event<\/li><li>{EVENT_PAID_LEAVE_DAYS_BEFORE} \u2013 the number of days available before the paid leave type of event<\/li><li>{EVENT_PAID_LEAVE_DAYS_AFTER} \u2013 the number of days available after the paid leave type of event<\/li><li>{EVENT_PAID_LEAVE_DAYS_AFTER_2019} \u2013 paid leave days left available from 2019<\/li><li>{EVENT_PAID_LEAVE_DAYS_AFTER_2020} \u2013 paid leave days available for 2020<\/li><li>{EVENT_PAID_LEAVE_REPLACED_BY} \u2013 designated replacement for the paid leave event<\/li><li>{EVENT_REASON_MESSAGE} \u2013 reason for the event<\/li><li>{EVENT_DURATION} \u2013 duration of the event<\/li><li>{EVENT_SCHEDULE_DATE_DAY_NAME} \u2013 the name of the holiday for which the compensatory time is happening<\/li><li>{EVENT_SCHEDULE_DATE} \u2013 the date when the compensatory event is happening<\/li><li>{FULL_NAME} \u2013 full name<\/li><li>{ID_CARD} \u2013 the name of the id card<\/li><li>{ID_CARD_ISSUED_BY} \u2013 the name of the institution that issued the id card<\/li><li>{ID_CARD_ISSUE_DATE} \u2013 issue date of the id card<\/li><li>{JOB_TITLE} \u2013 job title<\/li><li>{LANGUAGE} \u2013 language<\/li><li>{MARK NUMBER} \u2013 mark number<\/li><li>{MEDICAL_DAYS_IN_PAST_12_MONTHS} \u2013 the total number of medical days taken in the last 12 months<\/li><li>{MEDICAL_EVENTS_IN_PAST_12_MONTHS} \u2013 the total number of medical leave type of events taken in the last 12 months<\/li><li>{PHONE_ONE} \u2013 phone number<\/li><li>{PHONE_TWO} &#8211; second phone number<\/li><li>{SECTION} \u2013 section<\/li><li>{TEAM_ID} \u2013 id number of the team<\/li><li>{TEAM_NAME} \u2013 the name of the team<\/li><li>{TIMEZONE} \u2013 timezone<\/li><li>{USER_ID} \u2013 id number of the user<\/li><li>{USER_TYPE} \u2013 type of user<\/li><\/ul>\n\n\n\n<h1 class=\"wp-block-heading\">How do I set a custom document template for an event?<\/h1>\n\n\n\n<p>Document templates can be set to automatically generate at the moment a certain event is added. For example, an annual leave request when someone added a paid leave event.<\/p>\n\n\n\n<p>Follow these steps to set a document template for an event:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>\u201c<strong>Settings<\/strong>\u201d in the main menu<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Select \u201c<strong>Event types<\/strong>\u201d<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Click \u201c<strong>Edit<\/strong>\u201d&nbsp;<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Select the document you want in the \u201c<strong>Document<\/strong>\u201d section<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Click \u201c<strong>Save<\/strong>\u201d<\/li><\/ul>\n\n\n<div id='gallery-2' class='gallery galleryid-17667 gallery-columns-3 gallery-size-medium'><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-7.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-7-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (7)\" aria-describedby=\"gallery-2-18038\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-7-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-7-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-7-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-7-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-7-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-7-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-7.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-2-18038'>\n\t\t\t\tStep 1\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-8.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-8-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (8)\" aria-describedby=\"gallery-2-18048\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-8-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-8-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-8-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-8-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-8-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-8-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-8.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-2-18048'>\n\t\t\t\tStep 2\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-9.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-9-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (9)\" aria-describedby=\"gallery-2-18058\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-9-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-9-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-9-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-9-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-9-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-9-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-9.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-2-18058'>\n\t\t\t\tStep 3\n\t\t\t\t<\/figcaption><\/figure>\n\t\t<\/div>\n\n\n\n<h1 class=\"wp-block-heading\">How do I download\/print custom document templates?<\/h1>\n\n\n\n<ul class=\"wp-block-list\"><li>Go to the employee\u2019s profile whose document you want to download\/print<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>At the bottom the of the page you will see the \u201c<strong>Custom documents<\/strong>\u201d sections, click on the document you want<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>To print click on \u201c<strong>Print<\/strong>\u201d<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>To download click on \u201c<strong>Download word.docx<\/strong>\u201d<\/li><\/ul>\n\n\n<div id='gallery-3' class='gallery galleryid-17667 gallery-columns-3 gallery-size-medium'><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-10.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-10-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (10)\" aria-describedby=\"gallery-3-18068\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-10-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-10-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-10-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-10-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-10-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-10-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-10.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-3-18068'>\n\t\t\t\tStep 1\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-11.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-11-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (11)\" aria-describedby=\"gallery-3-18078\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-11-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-11-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-11-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-11-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-11-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-11-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-11.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-3-18078'>\n\t\t\t\tStep 2\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-12.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-12-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (12)\" aria-describedby=\"gallery-3-18088\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-12-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-12-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-12-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-12-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-12-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-12-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-12.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-3-18088'>\n\t\t\t\tStep 3\n\t\t\t\t<\/figcaption><\/figure>\n\t\t<\/div>\n\n\n\n<h1 class=\"wp-block-heading\">How do I edit custom document templates?<\/h1>\n\n\n\n<ul class=\"wp-block-list\"><li>\u201c<strong>Settings<\/strong>\u201d in the main menu<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Select \u201c<strong>Document templates<\/strong>\u201d<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the <strong>pencil<\/strong> to edit<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Make the changes<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Click \u201c<strong>Save<\/strong>\u201d<\/li><\/ul>\n\n\n<div id='gallery-4' class='gallery galleryid-17667 gallery-columns-3 gallery-size-medium'><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/1hey-1.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/1hey-1-300x225.png\" class=\"attachment-medium size-medium\" alt=\"1hey (1)\" aria-describedby=\"gallery-4-18098\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/1hey-1-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/1hey-1-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/1hey-1-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/1hey-1-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/1hey-1-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/1hey-1-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/1hey-1.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-4-18098'>\n\t\t\t\tStep 1\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-13.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-13-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (13)\" aria-describedby=\"gallery-4-18108\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-13-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-13-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-13-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-13-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-13-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-13-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-13.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-4-18108'>\n\t\t\t\tStep 2\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-14.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-14-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (14)\" aria-describedby=\"gallery-4-18118\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-14-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-14-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-14-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-14-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-14-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-14-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-14.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-4-18118'>\n\t\t\t\tStep 3\n\t\t\t\t<\/figcaption><\/figure>\n\t\t<\/div>\n\n\n\n<h1 class=\"wp-block-heading\">How do I delete custom document templates?<\/h1>\n\n\n\n<ul class=\"wp-block-list\"><li>\u201c<strong>Settings<\/strong>\u201d in the main menu<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Select \u201c<strong>Document templates<\/strong>\u201d<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the \u201c<strong>X<\/strong>\u201d<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201c<strong>Delete<\/strong>\u201d<\/li><\/ul>\n\n\n<div id='gallery-5' class='gallery galleryid-17667 gallery-columns-3 gallery-size-medium'><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/12hey-1.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/12hey-1-300x225.png\" class=\"attachment-medium size-medium\" alt=\"12hey (1)\" aria-describedby=\"gallery-5-18128\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/12hey-1-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/12hey-1-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/12hey-1-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/12hey-1-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/12hey-1-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/12hey-1-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/12hey-1.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-5-18128'>\n\t\t\t\tStep 1\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-15.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-15-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (15)\" aria-describedby=\"gallery-5-18138\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-15-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-15-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-15-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-15-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-15-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-15-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-15.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-5-18138'>\n\t\t\t\tStep 2\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-16.png'><img decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-16-300x225.png\" class=\"attachment-medium size-medium\" alt=\"hey (16)\" aria-describedby=\"gallery-5-18148\" srcset=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-16-300x225.png 300w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-16-1024x768.png 1024w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-16-768x576.png 768w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-16-696x522.png 696w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-16-1068x801.png 1068w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-16-265x198.png 265w, https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/03\/hey-16.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='gallery-5-18148'>\n\t\t\t\tStep 3\n\t\t\t\t<\/figcaption><\/figure>\n\t\t<\/div>\n\n\n\n<p><em>Keywords: create documents, create a template, personal documents, personalized template, personalized documents, delete documents, edit documents, edit template<br><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The app allows you to create your own document templates. If you set the right functions (placeholder), then your documents will be completed automatically with your employee\u2019s information. You can edit the standard templates in the app or create new ones. Below you can read all about how to create document templates. \u201cSettings\u201d in the [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":13565,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[22,27],"tags":[],"class_list":{"0":"post-17667","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-documentation","8":"category-settings"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v24.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How can I create custom document templates? - HRiFlow<\/title>\n<meta name=\"description\" content=\"In iFlow you can create the document template you need, complete the data and assign them an event and enjoy automatically generated documents!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hriflow.ro\/en\/documentation\/how-can-i-create-custom-document-templates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I create custom document templates?\" \/>\n<meta property=\"og:description\" content=\"In iFlow you can create the document template you need, complete the data and assign them an event and enjoy automatically generated documents!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hriflow.ro\/en\/documentation\/how-can-i-create-custom-document-templates\/\" \/>\n<meta property=\"og:site_name\" content=\"HRiFlow\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/HRiFlow\/\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.facebook.com\/HRiFlow\" \/>\n<meta property=\"article:published_time\" content=\"2020-03-05T14:22:18+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-24T10:17:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/02\/mockup-beginners-guide.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"660\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Iulia S.\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@HRiFlow\" \/>\n<meta name=\"twitter:site\" content=\"@HRiFlow\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Iulia S.\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/hriflow.ro\/en\/documentation\/how-can-i-create-custom-document-templates\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/hriflow.ro\/en\/documentation\/how-can-i-create-custom-document-templates\/\"},\"author\":{\"name\":\"Iulia S.\",\"@id\":\"https:\/\/hriflow.ro\/en\/#\/schema\/person\/5e4071a998c019c71cabed3bb17a1006\"},\"headline\":\"How can I create custom document templates?\",\"datePublished\":\"2020-03-05T14:22:18+00:00\",\"dateModified\":\"2024-07-24T10:17:40+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/hriflow.ro\/en\/documentation\/how-can-i-create-custom-document-templates\/\"},\"wordCount\":819,\"publisher\":{\"@id\":\"https:\/\/hriflow.ro\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/hriflow.ro\/en\/documentation\/how-can-i-create-custom-document-templates\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/hriflow.ro\/wp-content\/uploads\/2020\/02\/mockup-beginners-guide.jpg\",\"articleSection\":[\"Documentation\",\"Settings\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/hriflow.ro\/en\/documentation\/how-can-i-create-custom-document-templates\/\",\"url\":\"https:\/\/hriflow.ro\/en\/documentation\/how-can-i-create-custom-document-templates\/\",\"name\":\"How can I create custom document templates? 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