Document

Text documents can be added to content pages and message templates while file-based documents can be added to content pages, message templates and PDF tasks.

You can create two types of documents:

• File-based documents which are PDFs created with Adobe and which can contain variables.

• Text documents which are created by the Onboarding (Transitions) administrator by assembling paragraphs. Variables can also be added to the text documents.

File-based documents can be used as follows:

• As reference documents linked from a content page.

• As information to be viewed in a task of type "Open PDF".

• As attached files viewed in the Onboarding (Transitions) Center for a candidate's/new hire's process.

Text documents can be used as follows:

• As the body of a content page.

• As the body of any message template that can be emailed by the system.

The Documents list displays information in the following columns:

• Code

• Name

• Status: Active, Inactive, Draft.

• Format: HTML, PDF.

• Creation Date

• Last Modification Date

• Actions

All columns (except the Actions column) can be sorted by clicking on the column header. The list can also be filtered using the Refine by tool.