Documents

Start here

• Start here - Documents Module Overview

Adding Documents

• Start here - Adding Documents Overview
• Documents Types
• Add documents directly to an employee profile
• Add a "View-Only" document
• Setting up a "Signing" template
• A complete guide to using the "Template Editor"

See all 7 articles

Assign documents to employees

• Assign "View-Only" Documents
• Assign "Signing" documents

Managing Your Documents

• Manage the completion status of your document(s)
• Send reminders or add/remove employees from a document
• Employee view and functions
• View a document
• Edit or rename a document
• Document Tags

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Manage Folders

• How to add a folder
• Delete or rename folders