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: Download, move, delete, and manage eSignaturesLearn how to download, move, or delete multiple documents, request or retry eSignatures, and send signing reminders