Turn recurring document templates into learner paperwork.

Rebuilding the same document text for every intake can leave your team working with different versions. Create a template for the recurring content and maintain it there. Generate a document for a particular learner from that template instead of assembling the general wording again. RoadReview supports editable templates with variables as well as uploaded PDFs with designated fields. The result is a document linked to the student context. You need a suitable template first: your school decides what it should say and which details and signatures the process requires.

For example, you use a prepared registration form for a new training record. Choose the appropriate template, generate the document for the learner or training record and check the populated details. Variables can support recurring personalisation, but they still depend on accurate student records. The generated document shows the general content together with the details for this case. Only then move it into the intended signing workflow. Correct assignment matters, particularly where one person has more than one training record and you need the document for a specific licence class.

A template cannot produce every missing document. Use document templates for recurring text; for an existing proof, configure a named upload slot with a description, licence-class relevance and a mandatory flag where appropriate. For example, someone uploads a certificate while a prepared registration form is generated from a template. Your team can distinguish a document you produce from one somebody needs to provide. During Closed Beta onboarding, you agree those document workflows. Clear requirements are essential so a generated template is not treated as an uploaded proof by mistake.

• Driving school management
• Documents & signatures
• E-signature
• External signers
• Owners
• Office & admin
• Guides (German)