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User Custom Templates
This Feature is in Beta
This feature is currently in beta testing. Please reach out to support@astalty.com.au to enable this on your account.
How to Generate a Custom Template
Required Permissions
In order to manage User Templates, you must have the HR Permission. Click here to learn how to manage permissions.
To generate a Custom Template, simply navigate to a Users profile and select Templates from the menu options. Once in this menu you will see the Custom Templates uploaded to your Astalty account. If you do not see any you will first need to create the Custom Template. To learn how to create a new Custom Template, read our user guide here that outlines that process! To generate a Template for this User, simply select a Template from the list of options.
Once you do this you will see the following screen. Within this screen you can name your document. Once you are satisfied click 'Generate'.
Editing a Generated Template
Once you have clicked 'Generate' you will be brought to the document edit screen. In this screen you can see the placeholders at work. You can update, add, or delete information here.
Finalising A Generated Template
Once you are happy with the edited document click Finish Editing. From here, the Actions button allows you to Download or Email as Draft, or Delete the document. You can also make changes to the document by selecting the Edit button, or if no more changes are required, simply select 'Finalise'. This will prepare the document to be completed and move to the next stage in its status.
After clicking finalise you will be prompted to either 'Create a Record' or you can select the 'Actions' button to Download, Email, or Delete the document.
To Create the Record, you will need to select the Record Type, enter the Record Details, and confirm whether the Record needs to be signed — if you select No, you will be able to send this for signing at a later date through the User's Records page.
Within the Record screen, you can send the document for signing through our eSignature functionality. Click here to find out more about the record process and here for more on our eSignature functionality.
Alternatively you can select Download to receive a PDF of the document that you can print and sign in person.
Custom Template Settings
To learn how to set up a new Custom Template, check out the user guide here that outlines that process!