Separate the record from the document
The employee record is the reusable source of personal and employment information. The contract template determines the wording and layout of the generated document. Changing the template should not require a new form for every employee.
Prepare the template
Use the company’s reviewed PDF or DOCX. Identify which values come from the employee record, which come from company settings and which are specific to this contract. Keep optional individual terms out of unrelated profiles.
Map and review
In the template module, associate fields with their source. Generate a test document with fictional data and check long names, addresses, dates and amounts. Review every page before using the template more widely.
Understand file availability
Files need the document security checks. If the scanner is unavailable, uploads remain in quarantine; there is no bypass in the trial. The availability page explains the current integration state.
Keep signing separate from preparation
Generating a PDF does not mean it was sent, signed or officially registered. Real signature-provider delivery and full multi-signer workflows need additional configuration and validation. Retain this distinction in your internal procedure.
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