Document & email templates

Create, automate and share documents and emails

Create templates for your emails and documents. Use merge fields to pull in case details automatically and automate creation as part of your workflow.

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One place for all your templates

Create templates for emails and documents

Build reusable templates for letters, agreements, policies, and emails. Use merge fields to auto-fill case data and keep your messaging consistent across all cases.

See how it works.

 

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Automate in checklists

Use checklists to automatically generate documents or emails at key steps in your process. Merge fields pull in case data, saving time and keeping everything consistent.

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Send documents for signature with DocuSign

Connect to DocuSign to send documents for e-signature, track status in real time, and manage signing order.

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All the tools for fast, consistent communication

Edit and manage in one place

Create and update templates directly in Workia — no downloads or uploads needed.

Edit and manage in one place

Secure file sharing

Send documents as secure links, not attachments.

Secure file sharing

Store company documents

Upload and store policies, guides, and forms for easy access and reuse.

Tag and collaborate

Comment on templates, tag colleagues, and stay aligned without email chains.

Centralised library

All documents and templates tied to your mobility program stored and searchable in one place.

Track changes and status

See when documents are updated, shared, or signed — with a full audit trail.

Reduce admin time

Automate repetitive tasks and cut down on manual editing and communication.

Reduce admin time

Built-in features for smoother mobility workflows

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Cost Estimates

Cost estimates without the chaos.

Cost Estimates
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Employee App

Give employees a smoother experience.

Employee App
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Workload Management

Track progress and keep things moving.

Workload Management
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Ticketing

Manage mobility queries and issues in one place.

Ticketing
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Create structure in your mobility program.

Nothing else matters

Create structure in your mobility program.
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Reporting

Built reports in seconds.

Reporting
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Mobility Manager App

Manage mobility on the go.

Mobility Manager App

Ready to make employee mobility easier?

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