Answer
The Template Library is where you browse, adopt, and edit HR document templates. Document Studio is not a separate section - it opens in a window over the Template Library when you click the Document Studio / Export button on any document under Your Company Documents. The full workflow runs inside one screen.
Step 1: Find a template
Open HR Suite >> Template Library. Use the search bar or filter by Family or Tag to find a suitable base template. Click Preview to review structure and wording before committing.
Step 2: Adopt into your company library
Click Adopt on a library template. In the Adopt Template window choose a Destination (Company HR Content keeps the document in the Template Library; the other options move it into the matching library, and policy and checklist templates start on those), check the Company Template Title, answer any document questions shown, then click Adopt. This creates a company-owned draft under Your Company Documents. The original library template is unchanged - you are working on your own copy.
Step 3: Edit the company draft
Click Edit on the adopted document to tailor the title, guidance notes and wording to your business, then click Save Draft when ready. Click Review required · Mark reviewed once you have checked the wording.
Step 4: Export via Document Studio
Click the Document Studio / Export button on the adopted document. The Document Studio window opens showing export options and a live HTML preview.
- Select or save a Saved Style Profiles entry to reuse branding settings across future exports.
- Choose an Export Format: DOCX, PDF, RTF, HTML, TXT, or Markdown.
- Optionally set a Document Title, Subtitle, Header Note, and Accent Color.
- Toggle Include Logo, Include Disclaimer, and Include Structure Summary as needed.
- Click Refresh Preview to update the live preview, then click Export Document to download the file.
For a full list of every control in this screen, see the UI reference for Template Library and Document Studio.
