How to Access Settings
You can find template settings by opening the template and selecting the Settings tab. Here you can configure the document naming pattern, numbering, default settings, and metadata.
Document Naming Pattern
You can set an automatic naming format for generated documents using tokens.
Available Tokens
Token | Description |
| Template name |
| Automatic document number |
| Employee's full name |
| Generation date |
| Organization name |
Examples
Pattern | Result |
| Employment Contract - Jonas Petraitis |
| Employment Contract No. 0001 |
| Jonas Petraitis - Employment Contract (2024-03-15) |
| UAB Example - Employment Contract - 0001 |
In the settings, you will see a live preview — it shows what the final name will look like with real data.
Tip: When generating a document, you can override the automatic name and enter your own.
Document Numbering
Numbering allows you to automatically assign sequential numbers to generated documents.
Numbering Settings
Setting | Description | Example |
Enabled/Disabled | Whether to use automatic numbering | — |
Prefix | Text before the number |
|
Suffix | Text after the number |
|
Zero Padding | How many digits to display (with leading zeros) | 4 → 0001, 6 → 000001 |
Start Value | The number to start counting from | 1, 100, 1000 |
Reset Period | When the counter resets to the start value | Never, Yearly, Monthly |
Reset Periods
Never — the number increases sequentially without resetting.
Yearly — at the beginning of each year, the number resets to the start value.
Monthly — at the beginning of each month, the number resets to the start value.
Warning: You can manually reset the counter in the settings section, but this action is irreversible — all numbers will be counted from the specified start value.
Default Settings
These settings apply every time a document is generated from this template:
Setting | Description |
Require Employee Selection | If enabled, an employee must be selected when generating a document. Recommended when the template uses employee variables. |
Require Signing | If enabled, the system will automatically prompt you to send the document for e-signing after generation. |
Document Validity (days) | Specifies how many days after generation the document is considered valid. Used for signing session expiration. |
Metadata
Metadata helps organize and filter templates:
Field | Description |
Category | Template category (e.g., "Employment Contracts", "Orders", "Certificates"). Used for filtering in the template list. |
Language | Document language (e.g., Lithuanian, English). An informational field that helps identify the template. |
Tip: Use categories and language consistently — this will help you quickly find the right template as the number of templates grows.