PeopleForce

Learn how to manage the company documents

Managing documents

Learn how to create document templates using placeholders and generate them in an employee's profile.

How to generate a document in the employee profile

Learn how to bulk upload and distribute documents to the multiple employees

Bulk upload and assign multiple employees for documents

Learn how to enable automatching and automatch your uploaded documents with your employees

Automatch documents with employees

Learn how to upload multiple PDF files, split and automatch  them with employees

Split and distribute PDF files

Learn how to bulk download, delete, request eSignature and send reminders to sign documents

Bulk actions for documents: Mass download, delete, request eSignatures, and send reminders

Document management

Learn how to send documents to employees for a signature

eSignature

Autenti eSignature integration

Learn how to include additional signers for a document while uploading the document to the system

Include additional signers for a document

Compliance of PeopleForce's eSignature solution

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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