Uploading new documents for employees

Updated: Jan 26

Learn how to upload your document templates in to the Document Manager, and send employees important items such as contracts, policies and procedures, letters and more. You can then use our version control system and track each document to see when it's been opened by an employee, send reminders, and review the audit trail to see any changes that are made by colleagues.

Have important documents that need a signature? Take a look how to switch on e-signatures or understand how our e-signatures feature works.


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