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How do I download a document template in Tilt?

Need a blank form? Download a document template before or after uploading, right from the Documents tab.

Quick answer

For document requirements where Tilt provides a blank template, you can download this through your Tilt plan’s Document tab.

Who this applies to / Prerequisites

  • You are an employee at a Tilt customer.
  • You have an active leave plan in Tilt.
  • A document requirement on your leave has an available template.

Steps

Before you've uploaded (Due Now or Due Later):

  1. Log into Tilt and open your leave plan from My Leaves.
  2. Click Documents.
  3. Find the document. If a template is available, you'll see a USE TEMPLATE button below the document name.
  4. Click USE TEMPLATE. A blank template downloads to your device.
  5. Complete the document and then upload the completed version.

After you've uploaded (Completed section):

  1. In the Completed section, find the document.
  2. Click the three-dot icon on the right side of the document card.
  3. Click Download Template. A blank template downloads to your device.

What if it doesn't work

  • If you don't see USE TEMPLATE or Download Template, that document doesn't have a template available. Contact your Leave Specialist if you need help completing the document.
  • If the template downloads but won't open, confirm you have software installed that can open the file type (PDF).
  • If the document uses the FILL OUT flow instead of upload, there's no template to download — you complete the form directly in Tilt. See How do I fill out and sign a document directly in Tilt?

Limits and exceptions

  • Downloading a template doesn't mark the document requirement as complete. Only uploading (or filling out) the completed version marks it complete.
  • Templates are blank forms — they don't include any employee-specific pre-filled information.
  • For documents that use the in-Tilt fill-out flow, no template download is available because the whole document is completed inside Tilt.

Related questions

  • How do I upload a document to my leave in Tilt?
  • How do I fill out and sign a document directly in Tilt?
  • What do the document statuses in Tilt mean?