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Carrot reference
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ChartHop documentation
Carrot reference
Release notes
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Welcome
Welcome to ChartHop documentation🚀
Available ChartHop packages
Getting Started
Navigating ChartHop
ChartHop terminology
Markdown formatting
Filtering data
Home page
Visualizing your organization
Org Chart
Map
Data Sheet
Employee Profiles
Setting up ChartHop
Creating your ChartHop org
Importing spreadsheet data
Configuring your Org settings
User management
Permissions and security
Creating and managing groups
Customizing ChartHop
Forms
Fields
Customizing employee profiles
Document templates
ChartHop apps and bundles
ChartHop apps
ChartHop bundles
Performance management
Performance reviews
Org management
About org management
Working with jobs
Working with people
Working with job history
Announcing org changes
Planning
Scenarios
Headcount planning
Compensation reviews
Legacy compensation reviews
Compensation bands
Viewing your people data
ChartHop reports
Partners
Sequoia getting started
Accessing ChartHop as a Sequoia customer
ChartHop first run guide for Sequoia customers
ChartHop features available to Sequoia customers
Troubleshooting common sync errors
Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Resources
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
Privacy policy
Security statement
Subprocessors
FAQ
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6min

Creating templates

To get the most value from creating templates, you should have an intermediate knowledge of HTML and CSS. For your reference, we've provided some examples. Learn more.

Once you've identified the kind of standardized document you wish to make, begin by creating a template.

Creating a new template
Creating a new template

To create a template:

  1. In the Settings option in the left sidebar, select Templates.
  2. Select Create Template.
  3. Name your template by selecting the pencil icon, or by selecting the default template name and editing the text.
  4. In the Editor, author your content using:
    • Content: Create and edit your message with the rich text editor, or with Markdown.
    • Stylesheet: Apply CSS stylings to your template. For styling ideas you can check out some of the ones used in our example templates. Learn more.
  5. Confirm the final rendered look of your document in the Preview dialog.
  6. Select Save.

For more complex templates, or for assistance with any template, contact us.



Updated 11 Aug 2022
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Using Carrot to reference org data
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Updated 11 Aug 2022
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Using Carrot to reference org data
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