Document template
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      3. Document template

      Add New Document Template

      Creating and storing a library of Document Templates within Cezanne can save time and ensure that all of your employee HR documentation is consistent.

      This article explains how to add a document template to the library and contains the following sections:

      1. Create Document Template
      2. Edit Template Contents

      Note:

      • A Document Template is required to generate a document in Cezanne.

      1. Create Document Template

      Navigate to: Documents & E-mails >> Document Templates >> Add New Document Template

      1. Create Document Template
      1. Enter a Name for the Template.
      2. Enter a Description (optional).
      3. Select which Merge Fields to use from the drop-down. For more information, see: Document Templates Merge Fields.
      4. Click OK. The Document Editor will open.

      2. Edit Template Contents

      When editing a template, there are two options:

      • Create a new template from scratch, OR
      • Open an existing file (pdf or word) to edit within the Document Editor (you can also simply drag and drop the existing file into the editor).

      For more information about formatting options, see: Formatting Options in the Document Template Editor.

      2. Edit Template Contents

      Merge Fields

      If you have selected to use Merge Fields,

      1. Select the Reports tab and Merge Fields option.
      2. Select the Merge Fields list.
      3. Choose the field that you require.
      Merge Fields
      4. The field is added to your document:

      For more information about the available Merge Fields, see: Document Templates Merge Fields.