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Unlock the Power of Effortless, Personalized Documentation
The Document Generation module helps your organization streamline the creation and distribution of professional, consistent, and personalized documents at scale.
Why Use the Document Generation Module?
The Document Generation module saves valuable time by allowing teams to create templates once and reuse them for multiple audiences and campaigns. It ensures data accuracy by pulling employee details directly from your HRIS system using smart merge tags—eliminating manual errors. This helps maintain consistency in branding and formatting across all official documents, regardless of who is generating them.
Image: Admin > Documents > Templates
From a compliance perspective, centrally managed templates reduce risks by controlling how sensitive or contractual content is presented and distributed. Teams no longer need to rely on outdated files or ad hoc formatting. The module also empowers Subject Matter Experts and Admins to collaborate effectively during the creation and editing process, while employees enjoy secure access to their own documents from a single, organized location.
Additionally, users have the flexibility to duplicate templates as needed, which facilitates the creation of similar documents without starting from scratch. This function is particularly useful for maintaining consistency across multiple communications or campaigns. If a template is no longer relevant or requires removal, users can easily delete it, keeping the template library organized and up-to-date. Overall, these capabilities enhance the user experience by providing control and efficiency in document management.
Image: Admin > Documents > Templates
What Can You Do with It?
With this module, Admins and SMEs can build and maintain reusable document templates tailored to various company needs. Templates can include dynamic fields—known as merge tags—that automatically populate each recipient’s information.
Image: Admin > Documents > Templates > Generate
Admins can preview documents before sending, allowing them to review and ensure that all information is accurate and formatted correctly. This preview feature provides a snapshot of the final document, enabling users to catch any potential errors or inconsistencies before distribution.
Image: Admin > Documents > Editor
The Document Generation module enables the launch of campaigns that provide fully personalized PDFs to recipients, utilizing its robust features to enhance communication effectiveness. This feature allows users to create targeted communication strategies that cater to specific audiences, ensuring that each document is not only relevant but also tailored to meet the unique needs of each recipient.
By integrating data from your HRIS system, the module automatically fills in dynamic fields with personalized information, such as names, job titles, and other pertinent details, creating a seamless and individualized experience.
Image: Admin > Campaigns > Create campaign > Documents
Documents are securely stored and presented to employees in their “My Documents” area, and all generated files are delivered in standard PDF format to ensure compatibility and security.
Image: Admin > My documents
Whether you are distributing employment contracts, generating Total Reward Statements, creating promotion letters, preparing onboarding materials, or managing internal communications, this tool simplifies the document management process, making it efficient, reliable, and user-friendly.