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Document management

  • Can documents be signed?
  • Who has access to the documents?
  • Can I create more folders?
  • What storage capacity do I have in my Document Manager?
  • How can I upload documents from the web panel?
  • Can I upload payrolls to the Document manager?
  • What is the Document manager and how is it structured?
  • Can folders not visible to the employee be created in the Document manager?
  • What are general documents?
  • What are shared and custom folders?
  • Can I restrict access to shared folders for specific roles?
  • What are document templates?
  • How does document bulk sending work?
  • What is Simple Signature and how does it work?
  • How will the employee and administrator be notified regarding the signing of documents?
  • How can employees sign documents?
  • How can I use bulk sending to request employees to fill in and sign documents?
  • How do I change access to shared folders?
  • Can I increase my Document manager storage capacity?
  • How do I download or delete several documents or folders at once?
  • How do I decide whether my employees can upload documents to a folder?

Can I create more folders?

Yes! From Documents >> Shared >> Create folder, you can create as many folders as you need and choose who to assign them to: the entire company, or the workplaces, departments, and employees you want. Once the folder has been created, manage who can view and edit it from the Access tab.

 

 

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