Create Documents from Templates

Most businesses write the same documents again and again: contracts, offer letters, policies. Templates in Wizard Application let you write each one once, with placeholders for the details that change, then create a finished document in a couple of clicks.

Organise your templates

In Documents, open the templates and create categories, such as Contracts, HR or Policies, each with an icon and colour so they are easy to find.

Build a template

1. Start a new template

   Add a template in the right category and give it a clear name, such as Employment contract.

2. Write it in the builder

   Write the document in the builder. It saves as you go. Double click the header or footer to add your logo, address or page details.

3. Add placeholders

   Insert placeholders where details change: your company's name, address and logo; the person's name, job title, salary and start date; today's date; and signature blocks for the employee, the employer or a witness.

4. Polish the wording

   Select some text and use the AI tools to improve it, make it more formal or more casual, shorter or longer, or fix the grammar. AI actions use AI credits.

Create a document from a template

Choose the template and select Use Template. Check the details and make any changes for this person.

Export or send it

• Export it as a PDF, a Word document or a web page. Download it, save it to a folder in Documents or to your media library, and attach it to a candidate or company if you want it on their record.
• Publish it to turn it into a PDF ready for signing, then send it for signature. See store, share and sign documents.