Creating Document Templates
How admins create document templates for distribution and collection.
Creating Document Templates
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Document Management Overview
Manage document distribution, collection, and approval in one place. Admins send requests; employees submit or acknowledge electronically.
Admin: Setting Up Document Categories & Types
Before sending requests, set up categories and document types, including approval flow and e-signature requirements.
Admin: How to Send a Document Request
Send document requests by selecting target employees, document type, and due date. Bulk sending to multiple employees is supported.
Admin: Reviewing, Approving & Rejecting Submissions
When an employee submits a document, its status becomes 'Submitted.' Admins review the content, then approve or reject.
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Bulk Document Distribution and Target Configuration
How to distribute documents to large groups and filter recipients.
Document Signing Flow with Electronic Signatures
How to execute documents like employment contracts using electronic signatures.
Document Category Design
How to structure document categories for clarity and usability.
Admin: How to Send a Document Request
Send document requests by selecting target employees, document type, and due date. Bulk sending to multiple employees is supported.
Document Version Management
How to manage document versions for regularly revised policies like work rules.
Document Approval Workflow Configuration
How to add approval steps to document submission workflows.