ID card template creation

Steps to Create a ID card template:

• Settings >> General Master >> Template Library

•  Choose the Template Type dropdown as ID card to begin the configuration.

• Create a Template Title with a relevant name for the ID card
  
  
  

• Prepare the Word Document:

  • Use standard formatting and structure in the Word file to ensure proper alignment in the final PDF output.

  • Replace employee-specific data with system-recognized supporting TAGs (e.g., {{ConsultantName}}, {{Designation}}, {{IncrementDate}} etc.)
    
    
    

• Refer to the Sample Tags:
  

  • A full Tag List is available in the application. Use the View Support Tag option on the same letter configuration screen to access it.
    
    

• Upload the Word Document:

  • Once the template is ready with the required tags and formatting, upload it using the Choose File option.

  • Click Save to store the template.