How to Create Document Template?
Overview
This article guides you through creating and managing Document Templates in Meritto. Document Templates are preformatted documents that can be displayed on the Applicant Dashboard or used internally by backend users.
For more details, refer to this article: Overview of Document Template
How to Create a New Document Template?
Navigate to Template Manager -> Manage Document Template.
Click on Create (top-right corner) and a Add Document Template form will open.
Enter a Unique Name for the document.
Select Document Type and Form Name.
Update the content using the HTML editor:
Add hyperlinks.
Insert tables and rows.
Use tokens for dynamic content.
Modify font styles and sizes.
Configure:
Document Size: A3, A4, etc.
Token Format: Upper Case, Sentence Case, or User Input.
Template Orientation: Landscape or Portrait.
Display Mode: PDF (downloadable) or Web View (inline display).
Define Template Sort Order (if multiple documents are shown).
Select Make Default to yes if you wish to make it default.
Click Save.
Important: Once saved, the document type cannot be modified.Template Statuses
Draft – Work-in-progress template.
Test Mode – Preview UI and tokens via specific email IDs.
Active – Live and visible to applicants.
How to Edit a Document Template?
Click the three dots beside the template name.
Select Edit Template.
Modify the content and configurations (except the template type).
Click Save button.
How to Copy a Document Template?
Click the three dots beside the template name.
Select Copy Template and confirm it by clicking Yes.
Enter a New Name and modify as needed.
Click Save button.
Marking a Template as Inactive
If a template is no longer needed, mark it as Inactive. Inactive templates can be deleted if necessary.
Click the three dots beside the template name.
Select Copy Template and confirm it by clicking Yes.
Conclusion
By following these steps, you can easily create, manage, and update document templates in Meritto, ensuring clear and efficient communication with applicants and internal users.
Simplifies Template Management: Allows easy creation and modification of document templates.
Ensures Consistency: Maintains uniform communication across all documents.
Enhances Efficiency: Streamlines the process of generating and managing documents.
This feature improves workflow and ensures seamless communication within the system.
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