This article will guide you through the process of creating a new contract in the document store.
- In the top right-hand corner, select "Create document"
- This will direct you to the pop-up where you can create your document
- Firstly, you will need to add a Title to your document
- Select the document "type" using the dropdown menu
- When you select the document type "contract" an additional field will populate so you can distinguish the kind of contract this refers to, either Profile or Career Path.
Please note that if you select Career Path and save this option, you will not be able to amend it within the building page.
- If you wish to link this letter to a KPI, select all relevant from the dropdown menu. You can select multiple KPIs. If tags are associated you can also select these from the dropdown menu.
- If this document is only for a specific property under your organisation you can restrict the document to that property
If you restrict a contract in the document store to a property you will be unable to view it unless you are within this property on Alkimii. To check that you are within the property, select it from the dropdown list on the top right of your screen.
- Update the declaration field to match the document type you have chosen
- Click Save in the bottom right
- You will be redirected to the building page where you will be able to type or paste the document content as needed. You also have automated field tags which can be dragged and dropped into the body of the contract as required.
To find out what automated tags will be available for selection in a contract, click here!
- You have the ability to amend the type, tags, restricted to and declaration options along the right-hand side
- You have the ability to preview the document by clicking the eye icon in the top right corner
- Once you are happy with your document, click Save
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