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How to create document templates ?
How to create document templates ?

Contracts, amendments, certificate of trial period… You can create them on Combo very easily !

Marine avatar
Written by Marine
Updated this week

What if you could create templates to use for all your employees? We'll explain to you how to do it here ! A real time-saver 😎

☝️ The first step is to enable this option in your preferences :

Fill in your variables by location

Head to Settings > Document templates > Variables by location :

  • Click on "Manage variables" to add the following information before saving :

    • Manager's title

    • Manager's first and last name

    • Manager's function

    • Social Security number (SIRET)

    • Social Security name

    • Occupational medicine

    • Retirement fund name

    • Provident fund name

    • Health Insurance

Customize your document with our variables

You can copy and paste our variables directly into your word processing software (Pages, Word, Libre Office, Open Office...).

  • Open your document in your text editor and format it as you wish (font, size, color, add images...)

  • On Combo, select "Global Variables" and click on the variable to copy it

  • Then paste the variable into your document (to go faster, you can use the keyboard shortcut Ctrl + V on PC or command + V on Mac)

  • Copy all the variables until your document is complete !

Good to know : The variables Account Logo and Location Logo enable you to add your location's logo. And if no logo has been added, it won't be displayed !

Import your document to Combo

  • Click on "Add a template"

  • Name your document

  • Choose your document to import

  • Save

Good to know : The document format must be .docx
👉 When you save your document, you can export it to the correct format !

Edit an already existing template

To modify a template that has already been created, you’ll need to properly re-download it to make all the changes before importing it again.

Go to your Template List :

  • Download the document for editing

  • Edit the document in your text editor

  • Select "Edit" on the document you want to change and import the new document

  • Save

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