What templates allow you to do:
- Automate the creation of recurring HR documents. 
- Automatically insert information about your company and your employees using dynamic variables. 
- Save time and avoid data-entry errors. 
How to activate and configure the feature
1️⃣ Check that it is enabled
- Go to Configuration > Preferences in Combo. 
- Make sure the option “Create and generate document templates” is turned on. 
2️⃣ Fill in establishment‐specific variables
- Go to Configuration > Document templates > Variables by establishment. 
- Click Manage variables. 
- Enter the required information: - Title (e.g. Mr./Ms), first and last name of the director 
- Position / role title 
- URSSAF (social security in France) 
- Occupational health service 
- Retirement, provident fund and health insurance institutions 
 
How to customise your document using variables
- Open your document in your editor (Word, Pages, etc.). 
- In Combo, click Use variables. 
- Copy the desired variable (Ctrl+C on PC / Cmd+C on Mac). 
- Paste it in the location you want in your document (Ctrl+V / Cmd+V). 
- Repeat for each field you need. 
💡 Logo variables only appear if they have been added in the configuration.
How to import a template into Combo
- Go to Configuration > Document Templates. 
- Click Add Template. 
- Give your template a clear name. 
- Upload the file in - .docxformat.
- Click Save. 
How to modify an existing template
- Go to Configuration > Document Templates. 
- Download the document you wish to edit. 
- Open and edit it using your editor. 
- In Combo, click … > Edit. 
- Upload the updated version. 
💡 Once modified, the template is available immediately from the employee’s profile.



