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How to Create and Use Document Templates in Combo ?

Create and customize your HR templates so you can automatically generate contracts, amendments, and certificates using your company’s and employees’ data.

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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 .docx format.

  • 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.

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