Documents

Learn about employee and company documents

9 articles in this collection
Written by Jason Sturman, Sheldon Walker, and Sarah Mills

Add an Employee Document

Adding employee documents and electronic signatures.

Written by Sarah Mills
Updated over a week ago

Advanced Document Loader

Download and learn how to run the advanced document loader tool

Written by Sheldon Walker
Updated over a week ago

Delete Employee Documents

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

Written by Sarah Mills
Updated over a week ago

View Document in Browser

How to set this up and the security behind it

Written by Sarah Mills
Updated over a week ago

Company Documents

How an Admin can upload documents.

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

Written by Jason Sturman
Updated over a week ago

Store emails on an Employee record (Email Inbox)

Send an email, as a document, to an employee record

Written by Jason Sturman
Updated over a week ago

Viewing/Signing a Document

How to find and sign a documents and payslips as an employee

Written by Jason Sturman
Updated over a week ago