Document Library

The Document Library module in Zimyo is a centralized repository of pre-approved, reusable document templates used for issuing formal HR letters like offer letters, transfer letters, resignation acceptance, etc. It simplifies the creation, customization, and dispatch of standardized documents to employees across the organization.

Documents Table 

Shows all existing document templates with the following details:

Document Name

Entity (department or business unit)

Uploaded Date

Uploaded By (admin or user name)

Actions (⋮): Edit / Send / Delete / Preview options available per template.

Create New

Opens a 3-step document creation workflow:

Create → Configure → Template

 

Step 1: Create

Template Name (required): Give the document a relevant title.

Entity: Choose the business unit it applies to.

Configuration:

Add Header/Footer: Choose from predefined options or set as “None.”

Available for Document Request toggle:

Enables employees to request this document via workflows.

Step 2: Configure

Define margins and layout:

Header Margin & Height – Control spacing and structure for the top of the document.

Body Margin – Set space on left and right sides of content.

Footer Margin – Adjust the layout bottom.

Step 3: Template

Smart Values:

Drag-and-drop fields (e.g., First Name, Joining Date, PAN Number) that auto-populate from employee data.

Text Editor:

Create content in Header and Body sections using formatting tools.

Ideal for building customized letters like appointment, warning, or internship confirmation.

Options:

Previous – Go back to prior steps.

Preview – See how the document looks.

Create – Finalize and save the template.