Step 1 - Navigate to Templates
Login to Asanify as an Admin. Click on Templates under Documents tab in left navigation pane.
Step 2 - Create a new Template
Click on + Create New Template and enter Name, description and template type.
There are two ways to create a template -
By uploading and existing word document.
By typing the content in the given textbox.
Start by uploading a template file or typing your standard document content. Use placeholders to indicate where personalized information should appear.
Step 3 - Explore Placeholders
Placeholders are dynamic fields (like {{employee_first_name}}, {{employee_doj}}) that will be replaced with actual employee data during bulk generation. You can use default placeholders provided by Asanify, such as:
{{employee_full_name}}
{{employee_id}}
{{employee_designation}}
{{employee_doj}}
....and many more.
Make sure your placeholders match exactly with the supported format. Avoid extra spaces or formatting inside the curly braces.
After entering the desired content, click on Create.
You can now use this template for generating bulk documents.