How do I use document templates if I have the Gestión Documental module enabled?

If you have the Gestión Documental module enabled, you can configure custom templates to be generated automatically when assigning assets.

1. Create or select a template

• Go toDocumentos y firmas > Plantillas.
• You can use an existing template or create a new one.
• If you create a new one, select the typeGestión de Activos.
• Examples: “Recepción de EPP”, “Términos y condiciones de uso de computadores”.

2. Associate the template with a product

To have the document generated automatically when assigning an asset:

1. Go toAdministrativo > Gestión de Activos > Configuración.
2. Select the tabProductos.
3. Select the corresponding product.
4. Go to the tabDocumentos.
5. Select the template you want to link.

3. Subsequent flow of the document

Once generated:

• The document will follow Buk's normal flow (electronic signature, notifications, etc.).

It will be stored in the employee's profile, inside the folderActivosin the tabDocumentos

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