Document Generator - Map a Document
Onboarding documents allow you to create a unique and streamlined onboarding experience for your employees. The “Map a Document” feature allows you to upload existing documents, map questions and employee information to the document, and upon completion, employee information and answers will be generated onto a completed version of the form.
To map an onboarding document from an existing document:
Create any Custom Fields or Signature Language you may need for the document.
Select the “Onboarding” tab in the top navigation menu.
Select the “Documents” tab in the secondary navigation menu.
From the “Document Generator” area, select “Map a Document.”
Enter a title for the document in the “Document Name” input field.
Use the “Category” dropdown to determine where this document should be stored. Learn more about categories here!
On the right, drag and drop or click to upload the document you’d like to map.
Select “Add.”
The document you’ve uploaded will display on the right.
Open each category (Standard Fields, Custom Fields, and Signature Language) to locate, drag, and drop tokens onto the form.
Select “Save” once complete. The document will now display in the “Document Library” under the "Category" selected in Step 5 above.
When an employee is assigned the document you’ve created, they will be prompted to enter the information included on the form, and answers will be mapped to the document in the location of the token.
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