Documents
All the information you’ve ever collected.
Articles in this section
- Start Here - Documents Overview
- How to Assign a Document With Multiple Cosigners
- How to Rename a Document
- Employee View and Functions
- How to Assign A Single-Sign Document
- How to Check the Completion Status of Assigned Documents
- Start here - Adding Documents Overview
- How to Add Folders and Organize Your Documents
- How to Assign Acknowledgment Documents
- How to Send Reminders
- How to Delete or Rename Folders
- Documents Types
- How to Add Documents to an Employee's Profile
- How to Edit a Document
- How to Add a View-Only Document
- Document Tags
- How to Add or Remove Employees From a Document
- How To Set Up A Signing Template
- How to Download a Document
- Template Editor Guide
- How to Delete a Document
- Document Templates Guide