Document Generator - Create a New Document - Knowledge Base | BerniePortal

Document Generator - Create a New Document

Create a custom onboarding document from scratch with Category, Title, Additional Text, Custom Fields, and an optional PDF attachment. To map fields onto an existing PDF instead, use Map a Document.

To access:
  1. Log in as the employer or an Onboarding Feature Admin. Global Admins reach this page after masquerading as the employer.
  2. Select Onboarding.
  3. Select Documents.
  4. Select Create New Document.
Before you create:
  1. Create any Custom Fields or Signature Language you need for the document.
To set up the document:
  1. Select a custom category from Category (placeholder: Select a Category). The dropdown lists custom categories only—see Onboarding Document Categories.
  2. Enter a name in Title.
To add Additional Text:
  1. Enter introductory or instructional text in Additional Text.
  2. Use the Insert menu to add employee or employer tokens: First Name, Last Name, Full Name, Employee Email, Employer Name, Position, Salary, Hire Date, and Date of Signature. This form’s Insert menu does not include an Employer logo option.
To add Custom Fields:
  1. Under CUSTOM FIELDS FOR EMPLOYEES TO COMPLETE ON THIS DOCUMENT, select a field from Select a custom field.
  2. Select Add.
  3. Check Required? for any field that must be completed.
If no custom fields exist yet, the table links to the Custom Fields Library. Drag rows to change field order.

To attach a PDF:
  1. In the PDF section, drag and drop a PDF (or choose one from your device). Only PDF files are accepted, and you can upload one file at a time.
Additional options:
  1. Optionally check Add page numbers to this PDF document.
  2. Optionally check Require a signature from the employee. When checked, the SIGNATURE LANGUAGE LIBRARY panel appears—select a signature from Select a signature from the signature language library, then select Add.
To preview and create:
  1. Optionally select Download PDF Preview to review the document.
  2. Select Add.
After a successful create, you stay on Create New Document and see Document added successfully. The form clears so you can create another document. The new document is available in the Document Library under the Category you selected.

To assign the document to employees, use Assign Documents. To map fields onto an uploaded PDF instead of building from this form, use Map a Document.

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