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Documents

Learn about employee and company documents

Sheldon Walker avatar Sarah Mills avatar E
9 articles in this collection
Written by Sheldon Walker, Sarah Mills, and Edward Dixon

Add an Employee Document

Adding employee documents and electronic signatures.
Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

Advanced Document Loader

Download and learn how to run the advanced document loader tool
Sheldon Walker avatar
Written by Sheldon Walker
Updated over a week ago

Delete Employee Documents

(Admin only)
Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

Document templates

Create, edit and preview document templates to then be applied onto an employee record
Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

View Document in Browser

How to set this up and the security behind it
Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

Company Documents

How an Admin can upload documents.
Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

Adding Docs from Google Drive

How to add an existing google doc to an employees or company documents
E
Written by Edward Dixon
Updated over a week ago

Store emails on an Employee record (Email Inbox)

Send an email, as a document, to an employee record
E
Written by Edward Dixon
Updated over a week ago

Viewing/Signing a Document

How to find and sign a documents and payslips as an employee
Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago
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