Document & Template Management
Centralised document library with version control, templates for emails, contracts, and invoices, and automated document generation.
Professional Document Management
Template Library
Pre-built templates for emails, invoices, contracts, quotes, and receipts. Customise templates with your branding and merge fields. Create new templates from scratch or clone existing ones.
Version Control
Track every change to your templates with complete version history. Roll back to previous versions, compare changes side-by-side, and maintain audit trails for compliance.
Merge Fields
Insert dynamic data into templates using merge fields. Pull customer names, order details, pricing, and any data from your platform. Preview before sending.
Automated Generation
Generate documents automatically from workflows, triggers, or API calls. Merge data, apply templates, and deliver via email or download without manual work.
Document Storage
Centralised storage for all your business documents. Organise with folders, tags, and categories. Full-text search across all documents. Secure file sharing with expiration dates.
Access Control
Role-based permissions for viewing, editing, and publishing templates. Approval workflows for template changes. Department-specific template libraries.
Multi-Format Support
Support for PDF, Word, HTML, and plain text. Convert between formats automatically. Responsive email templates that work on all devices.
Built Into Every Hykmah Product
Every product in the Hykmah ecosystem is built on the same underlying platform. Document & Template Management is available across the entire product suite by default — create templates once and use them across any product without duplication.
Control technician access to jobs, customer data, and pricing. Restrict based on territory, skill level, or assignment.
Isolate franchise data by location while giving corporate users visibility across the network. Role hierarchies mirror franchise structure.
Manage member data access for staff, volunteers, and board members with appropriate visibility levels per organisational role.
