Welcome to our support

1. From Dashboard click Templates

2. Then select Onboarding

3. Then click on Documents

4. Click on Add New Template

5. Type in Template name eg: Contract - Hourly

This creates the name for your template.

6. Click on Confirm to create the new job template.

7. To the right of the screen is Dynamic Fields.

You can drag and drop into your document text, that is pre-populated, such as the Candidate Name, Company Name, Location, etc. Simply click the desired field and drag and drop it in the placement of your choice.

8. Click on Insert field

9. This provides a drop down list of the Dynamic Fields.

You can highlight text and select a Dynamic Field to insert it into your document.

10. Click on the blank document to begin adding text

11. Paste your selected text into document

Once your text has been inserted to the document, you can begin adding Dynamic Fields.

12. The Text, Number & Date fields are customasible

Any 3 of these fields (which will appear in blue) are the fields you will fill in before sending the document to the candidate.

13. Here you can see the Text box that you can edit.

14. A candidate signature, initials, confirmation and internal signature field will appear in gold

Input these fields where you would like to collect signatures or confirmations on a document

15. As seen with the pop-up, the signature fields also automatically populate a date the signature is collected

16. Once you are happy with the finished product, click save

You can also preview the document from the candidate's perspective by clicking on 'Preview'. Please be aware that the information it populates will not be related to your company specifically