Knowledge Base

Document automation

Templates, Excel data, and workflow packs.

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ExcelDOCXPDF templateCSVbulk documents

Preparing document templates and spreadsheet data: a review checklist

Bulk document generation is not currently enabled in OnlineOffice. This article therefore explains general template and data preparation, not a feature available with your plan. Template documents do not replace invoice recording and issuing.

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workflowHRemployee

Employee onboarding: data preparation and a checklist

Employee onboarding coordinates several people and documents. This article is a general organizational workflow, not a legal checklist or instructions for an available automated HR pack in OnlineOffice.

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invoice templateWord templateExcel datadocuments

Invoice template or invoicing tool: which should you use?

A template helps you start a document layout. It does not automatically verify the company, numbering, tax treatment or whether you sent the latest version. Choose according to the task rather than the number of available formats.

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