Template Editor Guide

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Welcome to our Template Editor Guide! Are you ready to unleash the full potential of Humi's Template Editor?

Whether you're a seasoned pro or just starting, this guide is here to help you navigate the ins and outs of formatting your documents like a pro. You can effortlessly craft documents for a variety of needs, from Offer Letters to Company-Wide Acknowledgements.

In this guide, we'll walk you through everything you need to know to create, customize, and perfect your templates using our intuitive Template Editor. From adding signature fields to tweaking formatting details, we've got you covered every step of the way.

So, let's dive in and get started on crafting professional, polished documents that impress!


Welcome to the Template Editor

After uploading a document, Humi will automatically direct you to our Template Editor, shown below.

Click the Got it button to get started!



Understanding Signers


Signers are the different people who will be signing or filling out the information in your document. 

Each signer will have different fields available on the toolbar on the left, with different settings that can be adjusted in the menu on the right-hand side of the editor. We’ll delve into the various choices for each signer later on. 

Six possible Signer options can be selected from the dropdown in the left-hand menu of the editor.

About Cosigners

The cosigner options will only show if you have added cosigners to your document. For example, if you’ve only added two cosigners, only the Primary and Secondary Cosigner options will be available.

Me (now) Sender Employee/Candidate Cosigner(s)

Me (now)

The Me (now) signer type allows you to add static fields to the document while you’re in the editor. Fields with this signer type will be grey and will not be editable when the document is sent to the other signers.

If your document is properly formatted when you upload it to Humi, you may never need to use the Me (now) sender profile. But, if you need to add content, pre-fill the current date, or create a "checked-off" checkbox, this is how you do it.

Date Signed This will populate with the current date
Textbox Use this field to add text directly to the document
Checkbox Use this field to add a "checked-off" checkbox


How to Add & Resize a Field Box

  1. First, select the type of signer you’d like to add a field for.
  2. Choose the type of field box you require from the toolbar on the left, then drag and drop it into the desired location on the document.
  3. To resize the field box, hover over the corner of the box until it turns into an arrow.
  4. Then, click and hold to resize it to fit the area desired, as shown below:



How to Adjust the Field Settings


When you add a field to the document, a menu with multiple options appears on the right-hand side of the editor. From this menu, depending on the selected field, you can do things like modify the font and font size, add a field name, determine whether the field is required, and more.


Choosing the Auto-Populating Information

This is where the magic happens!

  1. When you add a pink field to the document, you can select it and then choose the information you want to designate to that field from the dropdown menu on the right-hand side of the editor. There are several options to choose from.
  2. Now whenever this template is used, the desired details will be added to that field on the document automatically.
  3. This is how you can add employee-specific details to your documents without having to create a new document every time.


The information in these fields will auto-populate with the assigned employee's information from their Humi account. This is how you can add employee-specific details to your documents without creating multiple documents. 

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