Create export file - document

By using export documents, one can easily generate a document for a candidate or employee, e.g. contract or other agreements. This means that you can upload a template that you use for contracts, and insert keywords to automatically merge data into a document e.g. name, email, address, telephone number, amount or similar.

In below articles, you can learn more about how to export documents:

1. Go to "Integrations" via "Settings" in the main menu and click "Export"

2. Click "New export"

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3. Choose "Document" and tap "Continue"

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4. Give the export document an internal description

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5. Choose where the document shall be used in the system: "Employee", "Candidate" and/or "Onboarding"

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6. Upload your export document

In this file you can use keywords, so this data is automatically filled in with export, as the employee/candidate may already have filled in some data. See a simple example of this under attachments.

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You will find the keywords by tapping "Keywords".  From the overview, you can press the green plus a a given keyword, and the keyword will be copied to your clipboard, which you can paste into your export document.

7. Choose the following if needed:

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  • Should the document export as PDF?
  • Should the document be grouped into one of you have selected multiple employees/candidates?
  • Should the document be places under the employee/candidates document's?

8. Create export data if needed

Do other data need to be completed before export? If yes, these are created as export data - here you can choose answers such as text, dropdown or date. You can also find their keywords in the "Keywords" overview.

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9. Tap "Save"

See the attached file with a simpel example for inspiration. 

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NB! You can create export documents in multiple languages by hovering the mouse over the green plus, and choosing from the languages added to your account. Sk_rmbillede_2020-07-13_10-27-36.png