Document Templates
Manage the document templates used when generating dossiers.
A document template defines what a complete dossier looks like. A dossier is made up of multiple pages — for example, a generated candidate document, the original CV, and any supporting files such as references or diplomas. The template controls how those pages are structured and what content they contain.
Accessing templates
Click Documents in the sidebar to open the templates view. You will see a list of all templates you have access to.
Creating and editing a template
Click Create new document to start a new template, or click an existing one to open it.
Inside a template you can:
- Change the document name
- Set access — choose who has access to this template
- Define the download file name — build the file name using dynamic values (such as the candidate's name or the date) and static text you type in. The full file name is shown as removable chips so you can see and adjust it at a glance
On the right side you define the structure of the dossier — the pages it contains and their order. To add a page, select a page type (for example, Generated) and choose from the available pages. This is typically set up for you, but you can adjust it yourself if needed.
Page settings
Each page in a template can be configured individually. See Page Settings for layout, content, anonymization, gap detection, and language options.