To enhance your experience, we have redesigned thePreview. Now, you can view the document in real PDF format, with the data of a specific employee and its final layout, all without leaving the editor.
Make sure your templates are perfect!
Follow these simple steps:
Step 1: Go to the template editor
From the main menu on the left side of your screen, go to"Administrativo"and then to the"Documentos"module,"Plantillas"tab. Select the template you want to review to access the editor.
Step 2: Switch to "Preview" mode
Above the editor toolbar, you’ll see a new selector that allows you to switch between two modes:
"Editor"and"Vista Previa". Click on"Vista Previa"to activate the new functionality.
Step 3: Select an employee
To generate the document, the next step is to choose an employee from the list that will appear in the"Colaborador"menu. Buk will use the information of the person you select to fill in the template variables.
Step 4: Review your PDF document and you’re done!
Once you’ve selected the employee, Buk will automatically generate the document in PDF format and display it in the same space where the editor was before. Now you can review the final file, including margins, images, fonts, and variables, with complete confidence that this is how the final document will look.
One last tip
If you notice something you want to change, simply click again on"Editor"mode. You can make your adjustments and preview as many times as you need until the result is perfect.
That’s how easy it is to have total control over your templates, saving time and ensuring every document looks exactly the way you need it.