Documents Module for Admins

Documents Module for Admins

If there's a specific feature you want to learn about the Documents Module, these video tutorials will be your guidebook.

How to Set Up Documents

Learn what the Documents module can do for your company including the types of documents you can upload and share with employees. The videos explain how you can do the following for different types of document:

  • Publish and share documents by limiting visibility to all employees or individuals
  • Send notification of a new published document
  • Revise or remove published documents
  • Enable password protection for employee files
  • Request sign off and check the sign off status

How to Set Up Compliance Sign-Off Documents

A walkthrough on how you can require employees to sign off company documents. You may send a notification to remind them to sign off the new document and check the sign-off status of each employee.