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HR Document Studio¶

The Documents module (Documents) generates HR documents — contracts, letters and certificates — as branded PDFs using your employee and company data.

It has three tabs: Templates, Generate and History.

Templates¶

Browse a gallery of templates with search and category filters:

• Basic templates — provided by 4Geeks (Salary Certificate, Offer Letter, Employment Verification, Termination Letter, NDA).
• My templates — templates created in your workspace.

You can Use a template, Customize it (creating a workspace copy), create a New template, or Paste your own content.

Template editor¶

• Name, category, language (English, Spanish, Portuguese), accent color and description.
• A template body that uses {{VARIABLE_NAME}} placeholders.
• A live draft preview, syntax checks and a list of detected variables (name, type, description).
• Suggestions to convert fixed values into variables.

Generate¶

1. Choose a template and an employee.
2. Fill or review the fields (variables are auto-filled from the employee and company records).
3. Preview the document.
4. Click Generate PDF to download it.

A reference number is assigned to each document.

History¶

The History tab lists every generated document with date, employee, template and reference. You can preview the rendered text, download the PDF and delete entries. Generated PDFs are stored privately.

Related¶

• Employees and contractors
• Settings

Still have questions? Ask on Discord or explore the tutorials.