Document TemplatesOnboarding and operations
Prepare reusable documents with the fields your process needs.
Create document templates and manage their visibility before sharing them with recipients. Starter templates, candidate context and bulk sharing reduce repeated setup without removing the review step.
What you can do with Document Templates.
Create and update document templates
Use available starter templates
Manage template visibility
Prepare individual or bulk document shares
How it works.
- 01
Prepare the template
Create the document and configure its supported fields.
- 02
Set access
Choose visibility and the intended recipients.
- 03
Share the document
Create the supported share or bulk invitation.
And this is what it looks like when the agents run it.
Built for
- HR teams
- Recruiting operations
Works with
More in onboarding and operations
- Self-SchedulingLet candidates choose from the interview schedules you configure.
- AttendanceRecord who attended and correct the record when needed.
- Referral TemplatesDefine referral programs and track the work behind each reward.
- FormsCollect candidate information through reusable, trackable forms.
- E-SignaturesMove documents from invitation to a reviewable signing record.
- Job OffersPrepare and send offers with revision and withdrawal controls.
See Document Templates on your hiring.
Bring one open role. We’ll show you this feature and the AI agents working on it, with your process and your rules.