User Custom Templates

Generate a custom document with information pre-filled from a user's profile, then edit, download, email, or save it as a User Record.

Before You Start

You need permission to manage User Templates, see Roles and Permissions. Your organisation must also create the Template in Template Settings with a User usage type.

Generate a Custom Document

1. Open the person in Users.
2. Select Templates.
3. Choose a Custom Template.
4. Enter the document name.
5. Select Generate.

Astalty fills the Template's placeholders from the user's profile and opens the result in the document editor. Review the content and make any changes before you finish it.

Finalise a Generated Document

1. Select Finish Editing when the content is ready.
2. Select Edit to make further changes, or Finalise to lock in the finished document.
3. After finalising, choose Create a Record, or use Actions to download, email, or delete the document.

When you create a Record, choose the Record Type, enter its details, and choose whether it needs to be signed. The signing question only appears for Record Types that support signing. A self-service Record Type, or one that does not require documents, explains why the Record cannot be sent for signature. See When a Record Type Can't Be Sent for Signing.

See User Records for the Record workflow and eSignatures for electronic signing. You can also download the PDF for printing or in-person signing.

Video Walkthrough