Overview
You can create, assign, and edit variables within our Template Management feature.
Important
This feature is currently a legacy version of our content management module. However, there are specific circumstances we may consider allowing you to use the Platform Content Editor feature. If you would like further information, please contact our support team.
If you are interested in finding out about the recent version on the Platform Content Editor feature, you can refer to our PDF Editor article.
Availability
HR Plan: | Free | Standard | Premium | Platinum |
Payroll Plan: | Standard | Premium |
Getting started
Helpful Hint
For details on how to access the Template Management feature, please refer to this article.
- Click the Variables button.
- Click the Add button.
- Complete the following variable creation fields:
- Name.
- Type.
- String.
- Picklist.
- Date .
- Initial value (optional).
- Auto populate (can be used if the variable type selected is String).
Helpful Hint
For details on how to access the Template Management feature, please refer to this article.
- Click the Variables button.
- Click the Use button for the variable you would like to add to the template.
Maintain
Helpful Hint
For details on how to access the Template Management feature, please refer to this article.
- Click the Variables button.
- Click the Three Dots button for the variable you would like to edit.
- Click the Edit button.
- Make the required changes and click the Save button.
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