Export Profiles with custom docx templates in Unatrix

Unatrix offers the possibility to define a custom-branded document as a template, which can be automatically populated with data from Profiles. By creating a .docx file with specific placeholders tailored to your needs, you can quickly generate consistent, on-brand documents that maintain a professional look. The .docx format allows to edit the document even after it was generated.

As detailed in the Profiles Export section, Unatrix allows you to use documents by excluding sensitive fields such as email addresses and phone numbers. This feature is especially useful for sharing candidate profiles with clients while ensuring confidentiality. It may also be used for other purposes like interview sheets or contracts as well.

While this guide primarily focuses on Profiles due to their prevalent use, similar capabilities are also available for Needs.

Setting up a custom docx template

Create your base template

1. Start with an actual document that reflects your brand’s needs. This could be an existing company document that you adapt for this purpose.
2. Ensure that the document uses the Normal style in Word for consistent formatting.

Insert placeholders

1. Download a sample template from Unatrix by navigating to Profiles, clicking on Profile export in the toolbox, and then selecting the +docx → Download template option.
2. Copy and paste placeholders available in the sample template to your target template, such as «first_name», «last_name», etc., to dynamically insert data from selected Profiles.
3. For multiple data fields like Education or Experience incorporate bookmarks in your document. These act as blue markers and should be named clearly to correspond with the data fields in Unatrix.
4. Once your template is finalised, save it in .docx format, ready to be uploaded to Unatrix.

Uploading and managing custom docx template

Upload your template

1. Go to the Profiles section and select Profile export from the toolbox.
2. Click on +docx to upload your template (General templates shared with other users or Individual templates visible only to you).
3. Name your template which will be displayed among the list of exportable templates.
4. Define the File name which will be applied to exported files, allowing to use dynamic placeholders like `%last_name%` and `%first_name%`.
5. Upload the template to Unatrix and save.

To add a general template that is available to everyone, you must have the appropriate permissions.

Exporting profiles using a custom docx template

Select profiles to export

1. Navigate to the Profiles module.
2. Select profiles and click on Profile export in the toolbox.
3. Select the prepared template.

Unatrix will generate a .docx file with all placeholders replaced by actual data from the profiles.

This export feature enhances your professional communications and ensures consistency across all exported documents.