Login to Asanify as an Admin and click on Bulk under Documents tab in left navigation pane.

Click on Create Batch and enter the name fot the batch. You can also add a description.

Select the template from the dropdown. You can read more about how create a template here.

Next, select the employees for whom you want to generate this document.

You can choose multiple filters to filter exactly those employees.

Click on Select Persons. You can click on + to add employees to the list and x tp delete them from the list.

Click on Select and Preview. The system will start generating a preview of the document.

When the status updates to Preview: Success, you can click on view icon to get a preview.

If satisfied, click on Generate Bulk Documents to generate and assign documents to respective employees.

You can click on the download icon to download a zip file containing all the documents.

This is how you can generate personalised documents in bulk in Asanify with just a few clicks.

Thank you for using Asanify.