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Templates & Approvals

Documents

Author templates once, fill in the variables, route for approval and generate the PDF.

What’s inside

Template authoring

Write templates in a rich text editor, or upload existing ones, with versioning.

Typed merge fields

Define variables as text, date, number, select, textarea or email, and mark them required.

Multi-step approvals

Route generated documents through the approval steps you configure, with a pending-approvals queue.

PDF generation

Render the finished document to PDF server-side, stored durably.

Per-template access control

Decide who can use each template rather than exposing the whole library to everyone.

Category organisation

Group templates into categories so the right one is findable.

The paperwork around employment

Offer letters, confirmations, warnings and certificates are all the same template filled differently. Approval routing keeps the wording controlled.

  • Rich text or uploaded templates
  • Required and optional variables with types
  • Configurable approval chains
  • Generated documents kept with their approval history

Better with the rest of the suite

These are already included in your subscription — no integration needed.

HRM

Payroll, leave, attendance, policies and offboarding for the whole employee lifecycle.

ATS

Job postings, candidate pipeline, interview scheduling and offer approvals.

Finance

Multi-currency invoicing, country-aware tax handling and full double-entry accounting.

Want to see Documents on your data?

We will set up a walkthrough with your own processes in mind.