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PeopleHR Ideas Portal
Status Open for Voting
Categories Admin
Created by Hannah Hunter
Created on Feb 24, 2025

Improvement of document templates

The interface for creating document templates is very difficult, the preview often fails and the finished document looks nothing like the document you have created. It also seems to be impossible to add a watermark unless you can edit in HMTL directly. The fonts do not match those most used in word. It would be great if you could edit on a word processor and use the standard fields and just upload the document without having to "clean" it up first.

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  • George Evans
    Aug 27, 2025

    Agree, very outdated and impossible to use for any meaningful documents/images


  • Melissa Christie
    Aug 20, 2025

    Completely agree, according to the training I received unless you understand how to use the HTML feature (basically coding) to clean it up you need to type out each document directly into the portal which no one has time for! The whole point of a system is to SAVE US TIME not to create extra work for us.

  • Gail Collett
    Mar 3, 2025

    I couldn't agree more

    I would say that the document features in PHR are not fit for purpose and create work rather than saving time. For the feature to be useful it would be more than helpful if the functionality mirrored word, WYSIWYG, headers and footers etc. We would love to be able to put all our document template into PHR, but it would be time heavy rather than time saving