Importing Contract Templates

OWNA HR

Overview

If you have a Word, Google Doc or PDF version of your contracts, you can use this method to import them into OWNA.

Click here for more information about Employee Contracts

Converting Your Template To HTML

Before we can import a template, we need to convert it to the correct format first. We also suggest removing any images first, as they will need to be re-uploaded separately using the photo import tool.

There are three methods for saving a Document to HTML format:

  1. Word: File, Save As, change the 'Save as type' to 'Web Page'
  2. Google Docs: File, Download, Web Page (you will need to unzip it after)
    • This method will also work for PDF documents if you open them as a Google Document first.
  3. Online Converter: go to https://word2cleanhtml.com and follow the prompts

Click here for more detailed instructions on each process

Importing The HTML File

  1. Go to 💻 HR/Payroll > Employee Contracts
  2. Open the Manage Templates tab
  3. Click on the three dots in the text editor toolbar (pictured below)
  4. Select Load (second icon on the right)
  5. Select your HTML file and click Open

Import Images

  1. Place your text cursor where you want the image to be placed
  2. Click on the image icon in the text editor toolbar (pictured below)
  3. Select Upload
  4. Select your image
  5. Click Open

Add Your Placeholder Tags

This step is best done last to ensure the tags don't contain any of the HTML formatting.

Click here for more information about Placeholder Tags

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