Document Templates Guide

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Documents that need signatures often include specific details for each employee, such as their name, address, and department. This usually means preparing separate documents for each person.

Using document templates can save you time and effort. Instead of starting from scratch each time, you create one document and then use our Template Editor to personalize it for each employee.

How do document templates work?

Simply put, document templates use fields like employee name, salary, and signatures that you add through our Template Editor into your document.

When the document is assigned to an employee, these fields automatically fill with the employee's details fetched directly from their Humi account.

This lets you create a single document customized for each assigned employee.

For more on using the template editor, check out our comprehensive guide.

How To Create A Document Template 

Here's how to set up a document template on Humi:

  1. Upload Your Document: Start by uploading a formatted PDF document to Humi. Make sure it has blank spaces for signatures, dates, or other information. Need help formatting? Check out Step 1 here. 
  2. Use the Template Editor: After uploading, Humi will navigate you to the Template Editor. Just drag and drop fields like signatures, names, or dates from the toolbar onto the document's blank spots. Check out our Template Editor Guide for more information. Screen_Shot_2022-03-17_at_4.00.17_PM.png
  3. Save Your Template: After adding all fields, hit Continue to save your document template in Humi.
  4. Assign to Employees: The last step! Click Assign, then select the employees who need to fill out the document.

Need More Help? Check Out Our Comprehensive Guide

This is a simple overview of our document templates. For a more in-depth guide on creating document templates, click here to learn everything you need to know. 

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