Document Templates configurations
- UpdatedAug 1, 2024
- 2 minutes to read
- Xanadu
- HR Service Delivery Non-Scoped
Use Document Templates configurations to generate table of contents and page numbers on a PDF document that is generated from an HTML template.
Create a TOC configuration in Document Templates
Create a TOC configuration to generate Table of Contents in a PDF document that is generated from an HTML document.
Before you begin
Role required: sn_doc.writer
Procedure
Create a page number configuration in Document Templates
Create a page number configuration to automatically generate page numbers in a PDF document that is generated from an HTML document.
Before you begin
Role required: sn_doc.writer
Procedure
Related Content
- Document template categories
Document template categories help you to categorize similar documents together. It makes finding the correct document template easier.
- Document Templates of type HTML
An HTML document template uses variables to pre-fill information from tables into the document. You can create how the document looks by defining the header, footer, images, placement of footer, and the text within the template. Using the HTML document template, you can collect e-signatures from multiple participants and generate a PDF document online.
- Document Templates of type PDF (Advanced forms)
A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document.
- Work on a document task
Complete your document tasks from Employee Center.
- Document generation methods
A PDF document can be generated automatically, manually, or by using an API.
- Document tasks generation
Document tasks can be generated either automatically or manually. The tasks get generated in the order defined for the participants.