Create Export File Document

By using export documents, you can easily generate a document for a candidate or employee, such as contracts or agreements. You can upload a template and insert keywords to automatically merge data like name, email, address, telephone number, and amount.

Go to Settings in the main menu and click on Integrations.
Click on Export.
Click New export.
Choose Document and click Continue.
Give the export document an internal description.
- Choose where the document shall be used: Employee, Candidate, and/or Onboarding.
- Upload your export document template. Use keywords so data matching the keywords is automatically filled during export.
- Choose extra options if needed: export as PDF, group documents, or place under employee/candidate documents.
- If exporting into personal documents, you can trigger a digital signature flow and select the folder (personal or shared).
Define formats for specific data such as date, currency, and decimals.
Create export data if needed (text, drop down, date). Keywords for these can be found under Keywords in Settings.
Click Save. You can create export documents in multiple languages by selecting from languages added to your account.