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)
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 |
Sender
These are fields that will auto-populate with employee information that is actively stored in Humi. When setting up an Offer Letter Template, these fields will be the ones that you fill in during Step Three of the offer creation process, called Offer Details.
When the signer type is set to Sender, only the Text Box field will be available. These fields are pink and serve two functions:
- To auto-populate information from the assigned employee's existing Humi account
- To populate information entered in Step Three: Offer Details, when sending an Offer Letter to a new hire
Customizing the Sender Text Box field
When you add this field to the document, the right-hand menu has a few options:
| Assigned to | From the dropdown menu, you can change the person the field is for. |
| Placeholder text | You can add placeholder text to the field. |
| Formatting | You can change the font or font size. |
| What text goes here? | Select the information you want to designate to the field from the dropdown menu. This will either be auto-populated based on information stored in Humi or available to fill in when you send an offer. |
Employee / Candidate
These are the fields the assigned employee or candidate will fill in themselves. This option will be selected by default when you open the Template Editor.
When the signer type is set to Employee, the fields added to the document will be blue, and the employee assigned to the document will be responsible for filling them out.
Available fields on the Employee signer toolbar:
| Signature | Add this field to each place where an employee's signature is required. |
| Initials | Add this field to any place where the employee's initials are required. |
| Date Signed | Add this field where the date is required. |
| Textbox | Add a text box field where you want the employee to type in a freeform response. |
| Checkbox | Add this field to the place on the document where the employee must choose from a list of choices. |
| Dropdown | You can use this field to add a dropdown menu to your document. To add the options, look for the Options heading on the right sidebar. This is where you can add the options that will be displayed on the dropdown menu. |
| Radio Group | Add this field to include a radio-style select option. This can be useful for “Agree/Disagree” sections within your document. You can also use the option selected to show/hide other fields on the document by configuring the conditional logic in the right-hand menu. |
Cosigners
When the signer type is set to a Cosigner, the person designated as that cosigner will be responsible for filling out the information in the added fields.
The fields added to the document will be one of three colours:
- Primary Cosigner: Orange
- Secondary Cosigner: Purple
- Tertiary Cosigner: Yellow
Available fields on the Cosigner toolbar:
| Signature | Add this field to each place where a cosigner's signature is required. |
| Initials | Add this field to any place where the cosigner's initials are required. |
| Date Signed | Add this field where the date is required. |
| Textbox | Add a text box field where you want the cosigner to type in a freeform response. |
| Checkbox | Add this field to the place on the document where the cosigner must choose from a list of choices. |
| Dropdown | You can use this field to add a dropdown menu to your document. To add the options, look for the Options heading on the right sidebar. This is where you can add the options that will be displayed on the dropdown menu. |
| Radio Group | Add this field to include a radio-style select option. This can be useful for “Agree/Disagree” sections within your document. You can also use the option selected to show/hide other fields on the document by configuring the conditional logic in the right-hand menu. |
How to Add & Resize a Field Box
- First, select the type of signer you’d like to add a field for.
- 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.
- To resize the field box, hover over the corner of the box until it turns into an arrow.
- 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!
- 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.
- Now whenever this template is used, the desired details will be added to that field on the document automatically.
- 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.