This document provides instructions for using custom documents with AdminLite by uploading documents and adding merge fields. It explains how to upload documents, add metadata like author and date, preview the document, select a category and visibility settings, and then the document becomes available. It also includes a list of available merge fields that can be inserted into documents to pull in user details.

1. How to use
AdminLite
with your documents
Your Business. Your People. Your Safety.
www.questcover.com

2. By default, the AdminLite system will use
existing AdminLite documents that you have
downloaded, however you may also use your
own uploaded documents and templates.
Select ‘upload a document from your
computer’ to upload your business document.
01

3. Prior to uploading your document you may
want to add the appropriate merge fields to
pull through the relevant details. A full list of
these merge fields are available at the end of
this document.
02

4. Upload the document you would like to use
once you have added the appropriate merge
fields.
03

5. Once the upload is complete, proceed to the
next step.
04

6. Add a document name, document author and
document date.
05

7. The document can now be previewed by
clicking on the view file example. If you are
happy with the preview, fill in the document
name, select a category you would like to
file the document in, add a description, click
manager access if you would to give them
access and click ‘visible’ if you would like the
document to be visible to the pre-selected
employee. Click next to proceed.
06

8. The document is now available in your
documents area.
07

9. Company Name: ##CompanyName##
Company Town: ##CompanyTown##
Company Postcode: ##CompanyPostcode##
Company Email: ##CompanyEmail##
Company Telephone: ##CompanyTelephone##
Employee Name: ##EmployeeName##
Employee Telephone: ##EmployeeTelephone##
Employee Email: ##EmployeeEmail##
Employee Town: ##EmployeeTown##
Employee Postcode: ##EmployeePostcode##
Employee Start Date: ##EmployeeStartDate##
Employee Job Title: ##EmployeeJobTitle##
Employee Salary: ##EmployeeSalary##
EmployeeJobStartDate: ##EmployeeJobStartDate##
EmployeeFutureJobTitle: ##EmployeeFutureJobTitle##
EmployeeFutureSalary: ##EmployeeFutureSalary##
EmployeeFutureJobStartDate: ##EmployeeFutureJobStartDate##
Employee Probation EndDate: ##EmployeeProbationEndDate##
Employee Holiday Entitlement: ##EmployeeHolidayEntitlement##
08
Merge Tag Index

10. Your Business. Your People. Your Safety.
www.questcover.com
hello@questcover.com
01455 852028