Document management
10 articles
Managing documentsLearn how to manage the company documents
How to generate a document in the employee profileLearn how to create document templates using placeholders and generate them in an employee's profile.
Bulk upload and assign multiple employees for documentsLearn how to bulk upload and distribute documents to the multiple employees
Automatch documents with employeesLearn how to enable automatching and automatch your uploaded documents with your employees
Split and distribute PDF filesLearn how to upload multiple PDF files, split and automatch them with employees
Bulk actions for documents: Mass download, delete, request eSignatures, and send remindersLearn how to bulk download, delete, request eSignature and send reminders to sign documents
