How to set-up document templates
Documents management is a delicate matter for all companies
and Mirro handles the entire process, using custom, user-defined templates.
Create document templates
to automate documents issuing
Templates are used to
generate employee documents. Once you have set templates up, you can generate
different types of documents using employee data applied on a custom form with placeholders
- ${placeholderName}.
You can find all fields
supported in Placeholders (Documents module > Placeholders
section). The Placeholders will be pasted in the documents which will be
further imported as templates in Mirro. Supported document formats
are .docx.
1. Defining the placeholders
Before uploading the template in Mirro, you will need to customize your template by adding the proper placeholders. The placeholders are the variables based on which the information will be extracted automatically from the application.
To add the placeholders, you will need to access the Documents module > Placeholders section and copy the placeholders needed from the corresponding entity. For example, for completing a certificate of employment document you can use the following placeholders:
- ${employee.fullName} - which will extract the name of the user for which the document will be generated
- ${employee.position.name} - variable which will extract the user position defined in Mirro for which the document is being generated
- ${employee.hireDate} - variable which will extract the hire date of the user for which the document is being generated
In the end the template of employment certificate should look like below:
After you finish customizing the template, you will be able to upload it in the application.
2. Upload a document template
To create a new document template, you will need to access the Documents module > Document Templates section and choose the option Add new template. A new form will be opened for you to fill-in the details of the template, as following:
- Name: you will need to fill-in the name of the document. For example, certificate of employment.
- Category: you will have the possibility to choose from a wide range of categories where the document should be added.
- Drop files: you will need to select from your local computer the template.
3. Generate a new document
Mirro is offering you the possibility to generate a document by accessing different sections in the application.
-> You can generate a document for yourself, accessing the Documents module > My documents section > Generate a document from template option:
-> You can generate a document for one of your colleagues, accessing his profile, by searching his name in the top bar. After accessing his profile, you will need to select the option View employment data and go to the Docs section to access the option Generate a document from template from his profile.
When a document will be generated, it will be downloaded by default by your computer. Once a document has been generated, it will look like below, as the information will be extracted based on the placeholders previously mentioned.
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