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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create document blocks in Document Templates

Create document blocks that you can use in multiple HTML templates.

Before you begin

Role required: sn_doc.admin

Procedure

  1. Navigate to All > Document Templates > Document Template Blocks.

  2. Click New.

  3. On the form, fill in the fields:

FieldDescription
NameSuitable name for the document block.
TableTable to which you want to associate the document block.
Topic detailUsed to categorize template blocks according to the service for which they are applicable. Each topic category can have one or more topic details and each topic detail can have one or more HR services.
Topic categoryUsed to categorize template blocks according to the service for which they are applicable. Each topic category can have one or more topic details and each topic detail can have one or more HR services.
ActiveOption to make the document block available for use.
DescriptionMore information about the document template block.
  1. Click Submit.

What to do next

  1. Add content to the document template block. For more information, see Create block content in Document Templates.
  2. View the HTML document templates which contain the document blocks.