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Managing Templates and Categories

Document Management 14 Aug 2026

Managing Templates and Categories

Content:
Instead of manually typing out Offer Letters, Relieving Letters, or standard NDAs every time, you can create dynamic templates.
Where to find it:
  • Navigate to Templates under the Settings or Documents menu.
Step-by-step instructions:
  • Click New Template.
  • Provide a name for the template.
  • Use the rich-text editor to draft the document.
  • You can insert Dynamic Variables (like `{{employee_name}}`, `{{joining_date}}`, `{{ctc_amount}}`). When you generate a letter for a specific employee later, the system will automatically replace these variables with their actual data.
  • Save the template under a specific Template Category.

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