The template generation tool is a powerful feature that allows you to send your customized documents to employees both individually and collectively across your entire organization.
Once you've created a template, you will be able to use it to generate PDF documents using the features available in the Generate PDF documents view.
To access the Generate PDF documents view:
You can use the filter tool to specify the full list of members who will receive your documents. You can also use the Generating X documents counter to confirm that the correct amount of documents will be generated.
You can preview the final render of your documents before sending them to any member in your organization.
To preview final versions of your documents:
By default, you can generate a document and have it download to your personal computer.
To default generate a pdf document:
When you generate documents, you can send them directly to people in your organization. Documents are made available through the Files tab on the profile page.
You can also manage the sensitivity of your documents and determine whether they'll be available to all roles, or available only to manager roles and up. Document sensitivities can be set using the default sensitivity levels, or by limiting access to them by restricting them to specific custom fields. Learn more.
To save a document to a person's profile:
When preparing to send documents to specific employees, you can elect to have those documents sent to their direct reporting manager as well.
To send employee reports to direct managers: