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Templates

Templates

  • Getting Started
    • Overview
    • Organizational Setup
    • Support and Subscription
  • Onboarding Guide
    • Organization Settings
    • Employee Database
    • Leave Policies
    • Attendance Settings
    • Shift Management
    • Measuring Performance
    • Document Management
    • Timesheets
    • Custom Apps (Asset)
  • Employees
    • Adding Users
    • Syncing Users from Office 365
  • ADFS Integration
  • Company Messages
    • Announcements
    • Notification Centre
  • Leave
    • Applying Leave and Viewing Leave Details
    • New Leave Type
    • Holiday Calendar and Compensatory Off
    • Import and Export
    • Approvals and Reports
  • Attendance
    • Roster Management and Org Working Hours Configuration
    • Restrictions and Regularization
    • Permissions and Approvals
    • Integration, Reports and Import-Export
  • Time Tracker
    • Timesheets
    • Approvals
    • Restrictions
    • Reports
    • Job Scheduling
    • Time Tracker Integrations
  • Performance Management
    • Evaluating Performance
    • Appraisal Process
    • Feedback
    • Restrictions
    • Reports
  • Form Customization and Permissions
    • Creating and Editing Forms
    • Form View
    • Import and Export
    • Permissions
  • Automation
    • Overview
  • User Access Control
    • Roles
    • Data Permission
    • Form Permissions
  • Approvals
  • Payroll Integration
  • Website Integration
  • Data view
  • Files
  • E Signature
  • Templates
  • Mobile App
    • Installation
    • Features on mobile app
  • Reports Integration
    • Reports Integration - Use Cases
  • Other Integrations
  • Usecases
  • Employee Onboarding
  • Exit Management
  • GDPR Compliance

What is the use of email templates?

Where can I use the record templates?

How can I create a record template?

What is the difference between an email template and a record template?

How do I export a form record as PDF?

How do I edit a template?

What is the purpose of 'Clone' in templates?

What are the steps to create a sample record template for issuing a welcome letter?

What is the purpose of Mail Merge? Where is it used?

How do I download a letter that has been created for an employee with the help of Mail Merge?

Is it possible to import a Mail Merge Template?

Is it possible to send a letter generated from Mail Merge for e-sign?

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