Document Generator - Map a Document - Knowledge Base | BerniePortal

Document Generator - Map a Document

Map a PDF onto a custom onboarding document by uploading the file and dragging fields onto it. To build a custom document from scratch instead, use Create a New Document.

To access:
  1. Log in as the employer or an Onboarding Feature Admin.
  2. Select Onboarding.
  3. Select Documents.
  4. Select Map Documents.
You can also open Map Documents from the Document Library by selecting Edit on an employer-owned mappable template.

Before you map:
  1. Create any Custom Fields or Signature Language you need for the document.
To upload and add the PDF:
  1. Enter a name in Document Name.
  2. Select a custom category from Category. The dropdown lists custom categories only—see Onboarding Document Categories.
  3. Upload a PDF (PDF only): drag and drop the file or choose it from your device.
  4. Select Add.
BerniePortal creates the template and reloads Map Documents with the PDF ready for field mapping.

To map fields onto the PDF:
  1. Open Standard Fields, Custom Fields, and Signature Language.
  2. Drag a field from an accordion onto the PDF where it should appear.
To save:
  1. Select Save.
After Save, you return to a blank Map Documents screen. The mapped document is available in the Document Library under the Category you selected.

To assign the document to employees during hire or later, use Assign Documents.

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