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Looking to set up and use your first template for a new employee? This tutorial will guide you through creating a template for new employees and loading forms like the W4 tax form and deposit authorization form. The video offers tips to set up templates faster, with a free cheat sheet provided for all the necessary steps. The presenter, Sophia Saudi, founder of Solution Consulting, shares expertise in automating document tasks for companies, particularly in onboarding and recruitment workflows. For those lacking time to create templates, her company offers services for building effective templates, databases, and integrations.
